Offshore Trust – Data Points For Proposal

First Name(Required)

Last Name(Required)

Settlor/Trustmaker:(Required)

List 3 Co-Trustees (e.g. Legal counsel, Stonegate Global, Company Principal, Family Member, Family Office Principal, etc.):(Required)

Trust Name:(Required)

Trust Investment Management Company Name:(Required)

Trust Type/Structure(e.g. Discretionary Trust, Revocable Trust, Irrevocable Trust, etc):(Required)

Trust Jurisdictions (e.g. Cook Islands, Channel Islands Guernsey or Jersey, Cayman Islands, BVI, etc):(Required)

Detailed investment strategy overview:(Required)

Detailed Investment activities (e.g. equities trading, PEVC investments, real estate investments, spot crypto trading, staking, yield farming, etc.):(Required)

List of Investment instruments (e.g. real estate, PEVC, listed equities, options, spot crypto, options, futures, SAFTs, NFTs):(Required)

List of Banks/Custodians/Prime Brokers/Crypto Exchanges:(Required)

Number of Off-Exchange Wallets:(Required)

Anticipated Investing/Trading/Transaction volume - Number of monthly trades:(Required)

Or selecting from the following:

Trading/Transaction Volume

Low: Between 50 to 1,000 trades per month

Moderate: Between 1,000 to 5,000 trades per month

High/Active: Between 5,000 to 10,000 trades per month

High Frequency Trading (HFT): Over 10,000 trades a month

Please Select One:

10,000-50,0000

50,000-100,000

100,000+

Anticipated Number of Beneficiaries:(Required)

Beneficiary jurisdictions:(Required)

Anticipated Total Assets at launch of Trust:(Required)

Anticipated Amounts of Additional Grantor Allocations to the Trust within first 12 months, 24 months and 36 months:(Required)

Frequency of Grantor Allocations to the Trust (e.g. quarterly, annually, etc):(Required)

Frequency of Beneficiary Distributions out of the Trust (e.g. quarterly, annually, etc):(Required)

Anticipated Monthly Expense Transactions of the Trust (e.g. 5-10 transactions):(Required)

Trust Management Fee calculations:(Required)

NAV Calculation Period:(Required)

NAV Reporting Period:(Required)

Upload existing offering documents if available (e.g.,PPM, subscription agreements)

Drop files here or

Accepted file types: doc, docx, pdf, Max. file size: 128 MB.

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