The Fiducia Mastertrust Account

The Fiducia Mastertrust is a relatively new concept, that of a single integrated investment portfolio service. The original can be traced back to the development of ‘wrap accounts’ in the United States of America in the 1970’s, followed in the 1980’s by the introduction of ‘master trusts’ in Australia.

In global terms, master trusts currently hold some £50 billion of investments and pensions for many thousands of private investors and the concept has now spread to South Africa and New Zealand as well as to the United Kingdom.

The Fiducia Mastertrust is able to hold a wide range of investment assets including:

• Unit Trusts, OEICS and ICVCs
• Investment Trusts
• UK approved offshore funds
• Shares registered on a UK Stock Market
• Government Bonds such as Gilt Edged Securities

In addition the Mastertrust account provides access to a wide range of tax planning options, such as:

• All forms of Pensions
• Individual Savings Account
• Onshore and Offshore Insurance Bonds
• Qualifying Savings Plan
• General Investment Account

For the first time it is possible for each client to have one personal, risk quantified investment strategy which is replicated in all their individual planning solutions.

The Fiducia Mastertrust provides secure 24 hour on-line access to enable clients to view their account.  The information presented is completely transparent and allows clients to view all transactions or obtain a current valuation at the touch of a button.