TRUST & PENSION on Bootstrap 3 © 2022
By using trustandpension.com you agree to be bound by these terms, which shall take effect immediately on your first use of trustandpension.com. If you do not agree to be bound by all of the following terms please do not access, use and/or contribute to trustandpension.com. Overseas Trust and Pension may change these terms from time to time and so you should check these terms regularly. Your continued use of trustandpension.com will be deemed acceptance of the updated or amended terms. If you do not agree to the changes, you should cease using this website.
You agree to use trustandpension.com only for lawful purposes, and in a way that does not infringe the rights of, restrict or inhibit anyone else’s use and enjoyment of trustandpension.com. Prohibited behaviour includes harassing or causing distress or inconvenience to any person, transmitting obscene or offensive content or disrupting the normal flow of dialogue within trustandpension.com.
Overseas Trust and Pension has tried to ensure that the contents and information it provides on its website is accurate at the time of posting. Unfortunately it cannot guarantee the accuracy of contents or information contained in its pages and any person using information contained in them does so entirely at their own risk. Overseas Trust and Pension reserves the right to make changes without notice.
All text, images and other content on this website is copyright of Overseas Trust and Pension unless explicitly stated otherwise. It may only be downloaded or copied without first obtaining permission for personal, non‑commercial use.
If you wish to reproduce website content in any other way, or for any other purpose, you must first contact Overseas Trust and Pension for permission.
Overseas Trust and Pension may have links to other websites. Overseas Trust and Pension is not responsible for the contents, nor does it warrant the accuracy or reliability of any linked website. Overseas Trust and Pension, to the extent permissible by law, excludes all liability which may arise from your use or reliance on the information or contents contained in the linked site.
All trademarks on this site remain the property of their respective owners and are used for identification purposes only.
Although care is taken to check and test material at all stages of production, Overseas Trust and Pension cannot accept any responsibility for any loss, disruption or damage to your data or your computer system which may occur whilst using material derived from this website.
By sharing any contribution (including any text, photographs, graphics, video or audio) with Overseas Trust and Pension you agree to grant to Overseas Trust and Pension, free of charge, permission to use the material in any way it wants (including modifying and adapting it for operational and editorial reasons).
Copyright in your contribution will remain with you and this permission is not exclusive, so you can continue to use the material in any way including allowing others to use it.
Overseas Trust and Pension (OTAP) is the brand name of Overseas Trust and Pension Ltd, Overseas Pensions and Benefits Limited and Overseas Pensions Administration Limited, (the Companies). The Companies are licensed by the Guernsey Financial Services Commission under the Regulation of Fiduciaries, Administration Businesses and Company Directors, etc (Bailiwick of Guernsey) Law, 2020. Overseas Trust and Pension Limited and Overseas Pensions and Benefits Limited are registered in Guernsey numbers: 55506 and 39935 respectively. Their registered office is 2nd Floor Elizabeth House, Les Ruettes Brayes, St Peter Port, Guernsey, GY1 1EW. Overseas Pensions Administration Limited is registered in Alderney number: 1427 and its registered office is Millennium House, Ollivier Street, St Anne, Alderney, GY9 3TD.
Overseas Trust and Pension Limited is an authorised financial services provider in terms of the South African Financial Advisory and Intermediary Services Act (“FAIS”) and is regulated by the Financial Sector Conduct Authority (“FSCA”) of South Africa. FSP number 47261.
The Companies do not offer financial, investment or tax advice, any information provided should not be considered as such. We strongly recommend that individuals take regulated financial advice relevant to their individual circumstances.
OTAP is registered with the Guernsey Data Commissioner as a data controller. Certain data may be transferred to and/or made available to our group companies in South Africa and the United Kingdom for the processing of new and existing customer requests as well as marketing and sales activities. Such data always remains in the ownership of and under control of OTAP. OTAP will ensure that personal information is not transferred to other Jurisdictions without suitable safeguards.
Emails sent by Overseas Trust and Pension Limited and the information contained within are confidential and for the use of the addressee only. If you are not the intended recipient, please be kind enough to notify the sender by e-mail, and delete the email from your system, any disclosure, copying, distribution or any action taken or omitted to be taken in reliance on it is prohibited and may be unlawful.
Internet emails are not necessarily secure as information might be intercepted, lost or destroyed. While all reasonable care has been taken to avoid the transmission of viruses, it is the responsibility of the recipient to ensure that the onward transmission, opening or use of an email message and any attachments will not adversely affect its systems or data. No responsibility is accepted.
Overseas Trust and Pension is committed to providing high quality products and customer service. However, there may be occasions when you feel that our service has fallen below the expected standard. For details of our Complaints Policy please click here.
The Channel Islands Financial Ombudsman is the independent dispute resolution service for unresolved complaints involving financial service providers in or from the Channel Islands of Jersey, Guernsey, Alderney and Sark. Further information can be found at the Ombudsman’s website.
This privacy statement is issued by Overseas Trust and Pension Limited who may process your Personal Data. Personal Data is any and all information that can identify a natural person.
Overseas Trust and Pension is committed to safeguarding your personal information. Whenever you provide such information we are legally obliged to use your information in line with all laws concerning the protection of personal information including the Data Protection (Bailiwick of Guernsey) Law, 2001 as amended (“the Data Protection Law”) and the Protection of Personal Information Act No 4 of 2013 (POPIA).
This list includes the types of Personal Data that we may collect from you.
Overseas Trust and Pension will share your personal information, when necessary, with:
There may be occasions when you feel that our service has fallen below the expected standard. For details of our Complaints Policy, please click here.