Roz joined the Group’s Isle of Man operations in 2006 as Head of Fiduciary Services and was appointed as a Director of Cayman National Trust Company (Isle of Man) Limited in May 2017. She is also Company Secretary for both the Isle of Man operations.
Roz has over 28 years’ experience in the fiduciary sectors in the Cayman Islands and the Isle of Man. She is a member of the Society of Trust and Estate Practitioners (“STEP”) and the Institute of Directors. She is also a Director of the Isle of Man Branch of STEP and involved in STEP Committees as well as being the Isle of Man STEP Student Liaison Officer.
Roz has considerable experience as both a trustee and director on trust and company structures and has developed long standing relationships with professional intermediaries both locally and overseas. She prides herself in her determination to lead by example which is reflected in her team's enthusiasm and commitment to deliver an exceptional service standard for clients.
Foundations offer an alternative to traditional trust and corporate structures. We can act as the Registered agent, provide Council Members and undertake all the necessary accounting service
Foundations were introduced into Manx law by the Foundations Act 2011. A foundation may be particularly attractive to private clients from civil law jurisdictions who are not familiar with the trust concept or who would like a wealth management entity which will be easily recognised by third parties in their home jurisdiction.
Foundations share many characteristics with trusts and may be used for many reasons including (but not limited to) family provision and wealth preservation, succession planning and philanthropy. Like a trust they do not have shareholders but instead, each will have a founder and beneficiaries.