NEWSROOM
27 November, 2023
Avenue CI Launches Meticulously Designed Trust Plans Catering to Different Clients’ Needs
Avenue International (Cook Islands) Limited (“Avenue CI”) is delighted to announce the launch of two carefully constructed trust plans, namely Cedar and Tiare, today.
Both Cedar and Tiare are regular savings plans that can be initiated with a monthly contribution as low as US$250 for a contribution payment term of 5 to 25 years. With a consistent amount of money set aside for the plan, clients can gradually accumulate and potentially appreciate their assets over time.
For the Cedar trust plan, client contributions will be used to develop a well-developed portfolio of their choice, whereas, for the Tiare trust plan, they will be used to purchase physical commodities. A summary of these plans is given below:
| Regular Savings | Single Contribution | |
|---|---|---|
| Suitable Target | Medium- to long-term financial planning | Short- to medium-term financial planning |
| Contribution Payment Term / Holding Period | 5 to 25 years | 3 years |
| Frequency | Monthly/ Quarterly/ Semi-Annually/ Annually | One-off |
| Minimum Contribution Amount | US$250 per month | US$20,000 |
| Assets | Portfolios (Cedar Trust Plan) | Portfolios (Clover Trust Plan) |
| Physical commodities (Tiare Trust Plan) | Physical commodities (Plumeria Trust Plan) |
Clients who remain committed to the plan for the entire term may receive incentives and bonuses. Additionally, during the promotional period from 27 November 2023 to 31 December 2023, clients applying for the Cedar trust plan or Tiare trust plan with a specified minimum contribution payment term and contribution amount will receive special extra allocations during the Initial Contribution Period. The details and eligibility requirements are provided in the enclosed leaflet.
Avenue CI is a licensed trustee company in the Cook Islands offering integrated trust and wealth management solutions. Our services empower clients to manage, safeguard and grow their assets. We strive to alleviate clients’ concerns and facilitate their financial goals with accessible and affordable services.
