Soteria Lite - Discretionary Trust Account Hong Kong

WHAT IS SOTERIA LITE?

Soteria Lite is a tax-efficient Discretionary Trust Account. It has been designed with flexibility in mind and helps you plan for the future. It offers open architecture for the management of your assets and comes with a wide range of Trustee-approved risk-graded portfolios, each managed by leading the UK and international fund managers.

View Soteria Lite Brochure

A tax-effcient
Discretionary
Trust Account

THE MAIN BENEFITS OF SOTERIA LITE
DISCRETIONARY TRUST ACCOUNT

  • Full Portability
  • No Minimum Investment Term
  • No Surrender Penalties
  • No Income Tax in HK
  • No Regulatory Investment Restrictions
  • An Independent Trustee who holds assets on your behalf
  • Assets held on a non-vested basis
  • Tax-Free growth on assets held within the trust
  • Open Architecture

Soteria Lite Discretionary Trust Account is a vehicle for those who want to grow and manage their assets, in a tax-efficient manner.

Whether your goal is saving for retirement, protecting your assets from creditors, or tax mitigation, Soteria Lite could be the solution just for you.

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HOW DOES SOTERIA LITE DISCRETIONARY TRUST ACCOUNT WORK?

Soteria Lite Trust is a non-vested Discretionary Trust account designed to provide a tax-efficient and cost-effective platform for short and medium-term objectives. The minimum monthly regular contribution is US$750 or currency equivalent, to open and operate the Soteria Lite Account.

Soteria Lite is designed to meet your medium-term objectives and should not be considered for speculation or short term trading. The Trustee has approved numerous discretionary fund managers for use within Soteria Lite. Portfolios cover all risk appetites ranging from Low Risk to Cautious, Balanced, Growth and Adventurous all of which are available in GBP, US$ & EURO.

Currently, Soteria Lite offers its members a choice between two assets management platforms to choose from. Find out more about them as well as the fees in our guide below.

Fees & Asset Management
Platforms Guide

The Soteria Lite Trust Account brings you a low-cost dealing platform, a keenly priced and successful range of risk graded managed strategies and a Master Trust.

Everyone is eligible to become a member of Soteira Lite, so as long as you have the necessary resources you can efficiently plan for your own and your family’s future. Member contributions can be accepted on a regular or ad hoc lump-sum basis in US$, GBP or Euro. Any assets within the scheme enjoy Capital Gains Tax-free rollup throughout its lifetime.

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