Overseas Trust and Pension

We make it possible for clients to protect, preserve and enhance their family's wealth

Overseas Trust and Pension

OPES South Africa is a flexible, tax efficient retirement plan designed for South African Tax residents

Overseas Trust and Pension

OPES Spain is tailored for Spanish Tax residents to consolidate their wealth in a secure and flexible environment

Overseas Trust and Pension

SENTINEL International Preservation Fund. Building wealth with a high level of asset protection, significant flexibility and access

Overseas Trust and Pension

Modern International financial products for trust, pension and retirement provision

Coronavirus (COVID-19) Update

Given the significant rise in Coronavirus (COVID-19) cases in South Africa (SA) and the recent move to Level 3 Lockdown by the SA Government, Overseas Trust and Pension is introducing a split office model for its administration function in SA. This means that certain staff are remote working via secure systems.

Whilst our technology facilitates remote working and there are no changes in the way in which we communicate or how you contact us, remote working may impede normal service levels. We ask for your understanding should this impact on you during this period, but we can assure you that we have taken all reasonable measures to maintain a good level of service during this time.

Please note: Given that the downstream providers such as life companies, investment platforms, banks and fund managers who we work with may be in countries that are still adversely affected by COVID-19, their turnaround times may also be affected.

We would like to thank Advisers and Clients for their patience as we continue to navigate through the ongoing pandemic.

 

Overseas Trust and Pension

In an ever-changing world we believe that everyone has the right to a safe haven to protect and preserve their family’s financial future.

Overseas Trust and Pension provides this reassurance through its range of innovative, international financial products covering; pensions, trusts and retirement plans.

We work alongside your financial adviser to ensure long-term outlook is secure.

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