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Investors Trust Review

Best For: No tax reporting due to Puerto Rico location. Will take clients resident in almost all countries.

Jurisdictions: Cayman Islands, Labuan, Puerto Rico

Regular Savings

Cost: 7.9/10 – The cost is comparatively good especially when building an ETF portfolio to reduce fund costs.
Service: 8.7/10 – Good servicing and online access.
Overall: 8.4/10 – A very solid option for those looking to save on a regular basis.

Lump Sums

Cost: 7.6/10 – Very reasonable comparative to their peers in this space.
Service: 8.7/10 – Good administration.
Overall: 8.0/10 – A very good option, they are one of the few providers to be innovating in this space.

Available Investments: Individual Equities, Funds, ETF's, Cash

Main Positives: Choice of jurisdictions for tax purposes including non-CRS tax reporting jurisdcitions. Innovative company. Transparent Pricing.

Main Negatives: Slight lack of flexibility around some terms available. Sometimes lack of non USD currency options. Some fund houses unavailable e.g. Fidelity & Ballie Gifford, thus restriciting investment choice somewhat.

Company Overview:

Investors Trust Assurance SPC (“ITA”) is an international insurance company licensed and regulated by the Cayman Islands Monetary Authority. Offering a wide choice of jurisdiction and a modern take on more traditional products they are a good home for your money.