A FTSE SMALL CAP Group Counsel & Company Secretary writes...
A UK listed plc is thinking of moving its offshore Employee Benefit Trust to Equiniti Trust (Jersey) Limited (which is owned and managed by Ocorian Limited). Does anyone have any experience (good or bad) of using Equiniti Trust for the EBT?
Good experience with Ocorian generally currently and in my previous organisation. They are on the ball and provide relevant and clear advice. It was particularly helpful in my previous organisation where we were moving from an EBT provider which was disatrous and Ocorian helped us to sort out the mess.
Zedra are an excellent, forward thinking and responsive trust company if you want a choice. It will also benchmark fees as we saved 60% by moving from another well known trust company
We have used Ocorian for several years and generally their performance has been fine. Would recommend.