Corporate & Institutional
For nearly 50 years' we have serviced the varied needs of corporate and financial institutions. From corporate trust and agency, escrow services, employee benefit structures to corporate services, our independent and collaborative approach provides a tailored suite of products and services to meet the needs of each and every client.
Working closely with you and your advisors, from inception and throughout the transaction life-cycle, our multijurisdictional team of experts from the field of law, banking, finance and regulation, will make sure your business needs are professionally and robustly supported.
Our clients span multiple industries from financial institutions and FTSE 250 companies to airlines and aviation leasing firms as well as maritime, all secure in the knowledge that they are working with a recognised industry specialist, with in-depth knowledge of the regulatory and reporting environments as well as market-leading technology platforms.
So while you focus on your core activities, our dedicated team of experts will take care of the day-to-day governance and administration to keep your operations running smoothly.
Our corporate services team can provide the full suite of services to holding companies and special purpose vehicles.
- Trustee, Share Trustee, Stichting
- Company Secretary
- Registered Office
- Office Leasing
- Financial Statements
- Account Bank Administration
- Board Pack
Corporate Trust & Agency
Ocorian has been at the forefront of providing services to securitisations and structured finance transactions since the early 1990s. Combining independence, unparalleled market experience and a global footprint; Ocorian brings expertise and best practice to establishing and operating complex trust and agency appointments.
- Security Trustee
- Share, Note & Bond Trustee
- Loan / Debt Paying Agent
- CP Conduit Administration
- Agent of Service of Process
- Escrow Agent
- Austrian Listing Agent
- Irish Listing Agent
Employee Benefit Arrangements
Your employees are your most important asset, and our team of experts can help you to incentivise and reward them. We provide advice and trustee services to a broad portfolio of clients, from small but dynamic private businesses to FTSE 100 companies.
- All-employee share ownership plans
- Joint ownership equity plans
- Nominee arrangements
- Performance, deferred and matching share plans
- Phantom plans
- Share option plans
- Warehousing and internal market arrangements
Our Corporate Services:
- Aviation Finance
- Board Portal Solution
- Commercial Paper Conduit Administration
- Corporate Governance & Board Services
- Debt Restructuring
- Domiciliation and Office Rental Services
- Employee Benefit Arrangements
- Escrow Agent
- Holding Companies
- International Maritime Structures
- Loan Administration
- Regulatory Reporting and Compliance
- Securitisation & Structured Finance
To find out more about our services contact us here.
Managing Director of our UAE office, Nina Auchoybur is attending the Global Financial Forum on Monday 11th March in Dubai and is available for meetings.
Senior Manager, Elaine Kennedy explores the implications of the European Union (Anti-Money Laundering: Beneficial Ownership of Trusts) Regulations 2019 on Irish trustees.
The new International Savings Plan (ISP) vehicle is a welcome addition to the employee benefits market, serving multinational and international companies wishing to establish a flexible savings arrangement.
We are delighted to announce that our UAE corporate services team has been awarded the 2018 'Top Performing Consultant' accolade at the Dubai Multi Commodities Centre (DMCC) awards.
Ocorian's shipping specialist and Executive Director, Gary Bowman, is attending the Marine Money German Ship Finance Forum in Hamburg, Wednesday 27th February.
Business Magazine Mauritius caught up with Ocorian CEO, Stuart Layzell to discuss our operations on the African continent.
Dublin is currently playing host to aviation week, welcoming well over 4000 delegates across the Airline Economics and Airfinance Journal conferences.
It will soon be possible to license and promote a domestic fund that is regulated under one jurisdiction, across the UAE. Kathryn Miller explores the benefits...
The Grand-Duchy of Luxembourg has introduced a Beneficial Owners Register, the Registre des Beneficiaires Effectifs ("RBE").
Both Sally Gilding and Gary Bowman will be in attendance at the 10th anniversary of the Marine Money Ship Finance London Forum, taking place on the 23rd January at The Dorchester, London.
With a number of high profile airlines defaulting on loans and falling into liquidation, restructuring activity in securitisations is continuing to increase across the aviation financing industry.
Alan Booth, Sally Gilding, Christopher Morrissey and Sinead McIntosh are attending the Airline Economic Growth Frontiers Conference in Dublin, 20th-23rd January 2019.
As part of their international financing structures, entities such as banks, commercial ship owners, fund managers, commercial ship managers and joint ventures, often choose to use offshore arrangements for administering and holding their maritime investments.
In a bid to engineer a more attractive investment environment, the UAE Cabinet has approved a long-term visa system for a range of disciplines including investors and entrepreneurs and has provided the criteria that need to be met for in order to qualify.
African Agri Investment Indaba is the global meeting place for agricultural investment in Africa, bringing together key stakeholders to share views and insights on what is most likely to shape the trends in food and agribusiness on the continent.
After nearly 15 years as CEO of Ocorian (formerly Bedell Trust), Nick Cawley will stand down from his position on 31 December 2018. He will be succeeded by Stuart Layzell, who is currently Chief Financial Officer and Chief Operating Officer.
The event aims to give insights on the role of women in the private debt asset class, highlighting that - as research indicates - a diverse workplace positively impacts business development.
In October 2017, Mauritius, together with 52 worldwide jurisdictions, underwent a peer review assessment from the Organisation for Economic Co-operation and Development (OECD)'s Forum on Harmful Tax Practices.
Following the recent introduction of Ocorian's Facility Agency capabilities to accompany our existing suite of corporate trust products, Ocorian's Director of Transaction Management, Chris Wilson, examines the key elements of the role in the evolving loan m...
In a further expansion of its Middle East offering, Ocorian is now licensed in the Abu Dhabi General Market (ADGM) to deliver a full suite of corporate services, management consultancy, accounting and tax consultancy services.
The Decree Law no.19 of 2018 (or FDI Law) will change the business landscape within the UAE, catalysing Foreign Direct Ownership (FDI) within the country.
Following the release of World Bank's Doing Business Report 2019, both Mauritius and the UAE have risen to 20th and 11th respectively in the 'Ease of doing business' global rankings.
As a renewed 'scramble for Africa' sees foreign investment pouring into the continent from governments and businesses across the world, Mauritius' role as an International Finance Centre is becoming integral for entities wishing to invest in the continent.
As a result of it being a federal requirement to have at least 51% of the shares of a company held by a UAE national, free zones were established in order to attract foreign businesses to the region wishing to have full control of their business.
Both Alan Booth and Christopher Morrissey are attending the Airline Economic Growth Frontiers Conference in Hong Kong, 29-31st October 2018.
As trade tensions and security issues continue to stunt corporate growth within the developed world, increasing amounts of foreign investors are looking towards the UAE as a destination in which to conduct business.
Ocorian's John Félicité will attend EMPEA's 'Sustainable Investing in Emerging Markets' and the African Private Equity and Venture Capital Association (AVCA)'s 'Venture Capital in Africa' summits from 23-24th October in London.
Following the recent ABS East Conference in Florida, Ocorian's Associate Director of Product Development, Sinead McIntosh, highlights the salient points impacting the burgeoning US asset-backed securities industry.
As the UK government and business leaders continue to face uncertainty over Brexit and pursue a 'Global Britain' vision, Africa is finding increased favour as a destination for UK investment.
Following its acquisition of African and Middle East business services provider ABAX in April 2018, Ocorian launches a new package of services tailored specifically for those wishing to invest and operate into or out of the burgeoning AMEA region.
Mr De Klerk referred to Africa as the 'awakening giant', expressing the need for sound, capable governance on the continent.
The event will focus on 'The future of tax: What is next?', exploring how the international business landscape has been shaped by the tax changes...
The events will look at Luxembourg solutions for raising capital in Europe and wider markets.
This year's edition will focus on the theme of 'Securitisation and Asset Based Finance in Times of Change'...
Across the three day event there will be several keynote speakers and a number of panel discussions examining the current climate within the commercial aviation sector.
Ocorian's Managing Director of Corporate & Institutional, Alan Booth and Associate Director of Product Development, Sinead McIntosh, will be attending the 24th annual ABS East Conference, 23-25th September in Miami Beach, Florida
Following the Dutch Parliament's approval of a revised Dutch Trust Offices Supervision Act 2018, the integrity procedures of trust offices will come under increased scrutiny from the Dutch Central Bank...
As we begin another financial year, we are pleased to announce the promotion of 49 staff worldwide; ten to Director level positions.
Ocorian's team of Sally Gilding, Chris Wilson and Alan Ross will attend Wednesday's UK Islamic Finance Week main event at Mansion House, London.
People are now questioning whether the cyclical nature of aircraft leasing has in fact been redefined...
When it comes to corporate financial administration, the Employee Benefit Trust (EBT) tends to be left alone. Research happens, it gets set up, and then it is rarely reviewed for suitability yet left in place for years and years, only to be changed if somet...
It may soon be a legal requirement for every corporate and other legal entity in Ireland to make the identity of their true owner accessible to the public.
US private equity and real estate fund managers can now access a full range of specialist European and African fund structures and SPC investment vehicles with the appointment of investment specialist, Nicolas van Heule, as Director of North America operati...
In a recent interview with Propero Partners, Ocorian's MD and Propero's new leader, Alan Booth shared his views on where he thinks our sector is headed.
With the launch of Ocorian’s new corporate trust services, Alan Booth - MD of Ocorian UK, reveals why we’ve moved into the area.
Cultural awareness is recommended whenever you’re doing business outside of your home country - even small things can make a big difference to your relationships - but when it comes to the Islamic holy month of Ramadan, knowing the culture is essential if y...
Following regulatory approval, we are excited to announce that the acquisition of Intruad Management Services, Amsterdam and Intruma Corporate Services, Luxembourg, into Ocorian has now completed.
For the second year running, Ocorian's newly acquired ABAX Corporate Services has been awarded the accolade of 'Top Performing Consultant' in the Dubai Multi Commodities Centre's (DMCC) annual 'Consultant Awards' - recognising the work and value of consulta...
Ocorian has completed its acquisition of ABAX Corporate Services, extending its service range and capability across Africa, Asia and the Middle East.
While Europe celebrates another step forward with the Capital Markets Union, London is left wondering exactly how it can fit in post-Brexit. As Managing Director of Ocorian UK, Alan Booth brings us up to speed on developments.
Appointment reinforces strategic growth of Ocorian's corporate services business
Acquisition extends Ocorian’s international reach across Africa, Asia and the Middle East.
Acquisition expands capability across all aspects of International Maritime Structuring
Regulators in Luxembourg and Mauritius approve acquisition
Executive Director Nigel Woods is attending the Airline Economics Growth Frontiers Conference in Dublin
Ocorian is pleased to announce that it has entered into a definitive agreement to purchase independent affiliates Intruad Management Services, Amsterdam and Intruma Corporate Services, Luxembourg, corporate service providers of company incorporation, manage...
Ocorian's Nigel Woods will be present at one of Dublin's key Corporate Services events, the Financial Centres Summit.
Appointment reflects company’s ongoing success and ambitious international growth plans.
Ocorian, announced today that it has entered into a definitive agreement to purchase MAS International (“MAS”), an independent fund administration and corporate services provider.
As a leading market in aviation finance, Ireland has seen unprecedented growth in recent years - but is this growth sustainable and what impact will forthcoming changes have for those looking to maximise a high yield of return?
Ocorian is delighted to announce the recent appointment of a new Director to their Client Reporting team.
Ocorian is pleased to announce the recent appointment of a new Director to their Business Development team.
Ocorian is pleased to announce the recent appointment of a new Director to their Marketing team.
Ocorian is pleased to announce the recent appointment of Craig Churcher as Research and CRM Manager. Craig has been appointed as a key new member of Ocorian's marketing team and will be specifically facilitating the implementation of a leading CRM system [o...
CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information.
CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information. This follows the approach taken to implement United States ("US") FATCA.
Our dedicated team has been operating in the employee benefits industry for over 25 years as an independent provider of trustee services to a broad client base ranging from high profile FTSE 100 and 250 companies to private companies and partnerships.
Ocorian is a leading provider of independent corporate administration services to private and institutional clients internationally and has a growing operational presence across many of the key financial centres.
Following the implementation of the Common Reporting Standard on 1st January 2016, Ocorian's dedicated tax compliance and reporting team continues to proactively review the regulations and consider the potential implications for our clients.
Bedell Trust is once again one of the sponsors at the STEP Asia Conference which returns to Hong Kong for 2016 and takes place at the Grand Hyatt Hotel from 1 - 2 November, 2016.
Ocorian (formerly Bedell Trust) has been named 'Trust Company of the Year' at the annual STEP 2016/2017 awards ceremony.
Bedell Trust, the leading award-winning provider of corporate, fund and fiduciary services, is pleased to confirm that the management buyout ("MBO") announced earlier in April 2016 has successfully received all regulatory approvals and completed on Monday 1...
With the constant onslaught of compliance requirements and regulation from various local, national and international bodies and governments all over the world, the theme of substance remains a key topic of discussion in the alternative investment industry.
On the 6th February 2011 the Irish Finance Act 2011 enacted changes to Section 110 ("S110") of the Taxes Consolidation Act 1997 introducing aircraft and engines as qualifying assets (under the definition of "Plant and Machinery") and creating a new class of...
Many regulatory bodies and industry associations have highlighted, and continue to highlight the importance of cyber security. From the SEC in the US to the BVCA in the UK, the threat posed by cyber risks are real and can have a significant impact on compan...
Bedell Trust has been shortlisted in the ‘Trust Company of the Year’ category in the prestigious STEP Private Client Awards 2016/17.
Bedell Trust previously issued a briefing in October 2015 ("first update") to all its clients and intermediaries regarding the status of CRS for such clients and structures usually administered by Bedell Trust Company in Jersey.
Ocorian has been named ‘Trust Company of the Year’ in the Citywealth Magic Circle Awards 2016. The award follows both a period of significant expansion by Ocorian and its recent announcement of a management buyout designed to further accelerate its growth p...
Bedell Trust, the leading award-winning provider of corporate and fiduciary services has announced today a management buyout (MBO) of its business for an undisclosed sum.
Bedell Trust has been shortlisted in four categories in the Citywealth Magic Circle Awards, 2016, the only Jersey based organisation to have secured so many nominations.
Bedell Trust has been shortlisted in four categories in the Citywealth Magic Circle Awards, 2016, the only Jersey based organisation to have secured so many nominations.
It is safe to say that the competition for capital in the real estate and private equity industry is as competitive as it has ever been. With an ever-growing list of funds on the road seeking new capital; performance opens the door, but to win capital from ...
Bedell Trust has strengthened its presence in European markets by opening an office in Luxembourg to provide corporate, private equity/real estate and private wealth administration services.
Over the last number of years, in particular since the global financial crisis, the role of the CFO at real estate and private equity asset management firms has evolved. The CFO's of today are not only responsible for tactically handling the day-to-day issu...
Aircraft are capital intensive assets and as a result, the acquisition of an aircraft and its commercial benefits should be effected through a tax efficient structure. This requires acquisition through a vehicle which is in a jurisdiction with a reliable le...
Ocorian Ireland is part of Ocorian, a leading provider of fiduciary services with offices in key financial centres - Jersey, Guernsey, London, Dublin, Mauritius, Singapore, Luxembourg and Cayman.
Ocorian Ireland has extensive experience providing fiduciary, administrative and outsourcing services to the global asset finance industry and has a track record as a service provider to shipping finance transactions.
Nick Cawley, partner and chief executive officer at Bedell Trust, has again been included in the list of top 50 most influential private client professionals.
The development of the Real Estate and Private Equity industry in recent years, coupled with an ever-evolving regulatory landscape and an investor base typically spanning multiple jurisdictions, has resulted in many firms adopting a more complex investment ...
FATCA was introduced by the United States in 2010. By the end of 2013 many overseas jurisdictions, including, in particular, Jersey, Guernsey, Cayman and the British Virgin Islands (Crown Dependencies and Overseas British Territories) had entered into Inter...
The CRS initiative follows on the heels of US FATCA and, for Crown Dependencies, such as Jersey and Guernsey, UK FATCA. Although UK FATCA will be in force for exchanging information in 2016 for the Crown Dependencies it is anticipated that it will subseque...
Bedell Trust is once again one of the sponsors at the STEP Asia Conference which returns to Singapore for 2015 and takes place at the Marina Bay Sands from 11 - 12 November, 2015.
Bedell Trust has strengthened its private wealth management team and made nearly 20 promotions across the business including directors, senior managers and trust officers.
Bedell Trust has expanded its international presence through the acquisition of a majority stake in Singapore Trust Company Pte Ltd (STC), a well established fiduciary and corporate services business in Singapore.
Bedell has been awarded the Gold accreditation as part of the STEP Employer Training Scheme, one of two recent awards the firm has received for its commitment to nurturing skills and training within its organisation.
Bedell and two of its partners have been shortlisted in the WealthBriefing European Awards 2015.
Bedell Trust has once again been included in the coveted list of "Most Admired UK Companies" in the private wealth sector.
Nick Cawley, partner and chief executive officer at Bedell Trust, has been named among the top 50 most influential private client professionals for the fourth consecutive time.
Bedell Trust is once again one of the sponsors at the STEP Asia Conference which returns to Hong Kong for 2014 and takes place at the Grand Hyatt Hotel from 8 - 9 October 2014.
Bedell Fund Services are once again an exhibitor sponsor at the BVCA Summit 2014 which takes place at The Landmark Hotel, 222 Marylebone Road, London on Thursday 9 October 2014.
Bedell Trust has been included in the coveted list of ‘Most Admired UK Companies’ for the fourth consecutive year.
The Foreign Account Tax Compliance Act ("FATCA") is US legislation which was signed into US Law in 2010 as part of the US Hiring Incentives to Restore Employment (HIRE) Act.
Underlining its commitment to transparency and information exchange, the States of Jersey have confirmed its intention to adopt a package of tax measures with the UK, widely referred to as "UK FATCA", which are consistent with those agreed with Guernsey and...