Registered Office: Windward 3, 5th floor • Regatta Office Park • Grand Cayman • KY1-1105 Cayman Islands
TriCap Private Portfolio Bond
Our products have been created to provide sophisticated investors with a solution to meet their needs and requirements to manage their wealth. We provide individual attention to each policyholder and endeavour to protect their privacy and confidentiality at all times.
Our clients generally wish to maintain their existing relationship with their investment advisors, bankers, custodians and other professional advisors but also wish to add value to their existing structure by taking advantage of the benefits of the life insurance wrapper. We encourage this as we know how important trust and long term relationships are when managing ones wealth. TriCap’s products and operations are structured in such a way to ensure these existing relationships are maintained. We work with professional intermediaries and well known custodian banks.
The TriCap Private Portfolio Bond (“TPPB”) is available to individuals, trusts, foundations and companies. It is often used as part of an overall financial planning program.
All premiums received are deposited in a segregated portfolio account (“SPA”). This protects policyholders from any third party claims against the company and claims against other policies.
Policy loans and partial withdrawals are available on request. The policy can also be assigned or used as collateral.
The TPPB can be used to invest in a wide range of investment products, including investments that are not generally available to the retail market and private equity. This enables policyholders or their investment advisors to benefit from diversified investment strategies.
