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GLOBAL PLAN AND TRUST ADMINISTRATION SERVICES

Trust Services

Through our open architecture Trust Network platform, global plans can be established in the Isle of Man, Jersey, Guernsey, Bermuda and Cayman Islands.  The third-party trustees assist in the daily operation of the plan including auditing plan administration, reconciling the trust account and approving outgoing participant distributions.

 

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Administration Services

Through our open architecture Administrator platform, we currently partner with companies in North America and Europe. Each of the administrators have differing capabilities.

 

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We can assist in determining the most appropriate Trustee and/or Administration provider for your global plan.

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 
579 Main St., Bolton, MA 01740. 978-779-5361


Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Delta Global Investment Services, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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Delta Global Investment Services © 2023. All Rights Reserved.

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SM1/SMA0003a

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