Fiduciary services
Governed administration.
Duties documented. Approvals controlled. Records complete.
Controlled process
Simple sequence
1
Review
Parties + purpose
2
Mandate
Authority + duties
3
Control
Approvals + records
4
Report
Status + evidence
Mandate-led fiduciary control
Outcome. Scope. Safeguards.
Outcome
Obligations administered to mandate.
Documented by design
Scope
Appointments, distributions and records.
Documented by design
Safeguards
Segregated roles, dual approvals, audit trail.
Documented by design
Scope in detail
Includes. Excludes. Depends on.
Includes
- Administration of trusts, mandates and special-purpose arrangements
- Appointments and documented decision-making
- Distributions made to the terms of the mandate
- Records, reporting and evidence of each step
Excludes
- Investment, legal or tax advice
- Discretion outside the documented mandate
- Banking, fund or card services, which partners provide
Depends on
- Satisfactory client and transaction review
- A signed mandate defining authority and duties
- Applicable authorization and partner arrangements in the relevant jurisdiction
Legal role
Clear responsibilities
Ice Banc acts within the authority set out in each mandate. Accounts, fund vehicles and other regulated services connected to an arrangement remain with the entities that provide them.
Ice Banc
Administers the mandate: appointments, approvals, distributions, records and reporting.
Partner bank
Holds accounts and executes payments under its own authorization and terms.
Client advisers
Provide legal, tax and investment advice to the client.
Status
Services are delivered subject to applicable authorization, eligibility and partner arrangements. Availability may be limited by jurisdiction. Acceptance follows a private review. See Disclosures.
Use cases
Trusts. Mandates. Special-purpose arrangements.
Clear roles. Controlled authority. Complete records.
Next step
Begin with a private review.
Share a short description of the parties, assets and purpose. We confirm receipt and explain the next step. Submitting a request does not create a mandate or guarantee acceptance.