Can I invest through a trust?
Yes, if you are a trustee for an existing trust you can invest on Abundance through your trust. Once we have verified your trust, we will create a Trust portfolio within your Abundance account so that you can hold investments on Abundance for that trust. Please contact us if you would like to invest via your trust.
The investments on Abundance can only be held by an individual aged 18 or over. If you would like to invest for a child, it may be possible to setup a trust to allow the investments to be held beneficially for the child. We are unable to give advice on trusts or the tax implications associated with them so we cannot assist in the process of setting up a trust. If you would like to invest on Abundance via a trust you should seek professional advice on setting up a trust. Once the trust is created, please contact us and we can create a Trust portfolio within your Abundance account.