In the Investment Fiduciary, the client (trustee) gives the Fiduciary Society, that is, the trustee, a sum of money to be invested in securities; The benefit can be for the client or for the beneficiary that has been designated. It should be noted that there are two types of investment trusts, such as:
Investment trusts with specific destination: These are those in which the client (trustor), delivers a sum of money to the fiduciary company, this sum of money must be managed with the main purpose of investment or placement in any title in accordance with the instructions that the client (trustor) fixed in the fiduciary contract. In this type of Investment Fiduciary, the allocation of resources is only defined by the client (trustor) and not by the Trust Company.
Investment management: This type of investment trust is carried out in mutual investment funds. That is, it implies a collective administration of all the workers who are registered to these funds. However, the Trust Company maintains a total legal separation between the resources of each person.
Independent Portfolio: They offer experience and advice in the management of client resources for the creation of investment portfolios according to their needs.
Shareholders ‘agreement trust: It consists of a trust whose objective is to manage the shares of a company as established in a Shareholders’ Agreement, making sure that what is agreed in this is fulfilled. The equity is composed of the shares of the company, which are assigned by a group of shareholders. Likewise, these shareholders or those they define make up a committee whose decisions are regulated by the agreement and instructs La Fiduciaria how to manage the assets.
Family property trust: It is a structure similar to the Shareholders’ agreement trust, since the shares owned by a family group are managed in one or more companies for the benefit of the shareholders (the family group). The purpose of the structure is to keep the family assets together (as a single stock package) and to ensure that the heirs of the initial shareholders will benefit from the trust without having to receive the shares, that is, they will only receive the trustee rights of the operation ( there is no return of the patrimony) and, therefore, these heirs will not be able to dispose of the shares.