Legal and Regulatory

Overseas Trust and Pension (OTAP) is the trading name of Overseas Trust and Pension Ltd, Overseas Pensions and Benefits Limited and Overseas Pensions Administration Limited, (the Companies).  The Companies are licensed by the Guernsey Financial Services Commission under the regulation of Fiduciaries, Administration Businesses and company Directors, etc (Bailiwick of Guernsey) law, 2000. Overseas Trust and Pension Limited and Overseas Pensions and Benefits Limited are registered in Guernsey numbers: 55506 and 39935 respectively. Their registered office is 2ndFloor Elizabeth House, Les Ruettes Brayes, St Peter Port, Guernsey, GY1 1EW. Overseas Pensions Administration Limited is registered in Alderney number: 1427 and its registered office is Millennium House, Ollivier Street, St Anne, Alderney, GY9 3TD.  

The Companies do not offer financial, investment or tax advice, any information provided should not be considered as such. We strongly recommend that individuals take regulated financial advice relevant to their individual circumstances.

Email Policy

Emails sent by Overseas Trust and Pension Limited and the information contained within are confidential and for the use of the addressee only. If you are not the intended recipient, please be kind enough to notify the sender by e-mail, and delete the email from your system, any disclosure, copying, distribution or any action taken or omitted to be taken in reliance on it is prohibited and may be unlawful. 

Internet emails are not necessarily secure as information might be intercepted, lost or destroyed. While all reasonable care has been taken to avoid the transmission of viruses, it is the responsibility of the recipient to ensure that the onward transmission, opening or use of an email message and any attachments will not adversely affect its systems or data.  No responsibility is accepted.

The Channel Islands Financial Ombudsman

The office of the Channel Islands Financial Ombudsman (the Ombudsmen) came into effect on the 16th November 2015 to deal with eligible complaints. If you would like any further information on the Ombudsman, eligible complaints or the circumstances under which complaints may be referred to the Ombudsman, please visit the website of the Ombudsman.