Our offerings are divided into three main groups click on each to learn more
The Trust industry in Nigeria is an evolving sub-sector with a limited number of licensed players, currently around 25, all regulated by the Securities and Exchange Commission (SEC). Trust companies in this market manage financial assets on behalf of clients, focusing on wealth preservation, distribution, and the orderly transfer of property. This emerging, dynamic market allows each Trust company the opportunity to establish its own presence and gain a fair market share.
DLM Trust caters to an exclusive clientele, offering distinguished and tailored Private Trust, Estate Planning, and advisory solutions. We specialize in providing expert guidance, structuring, and administration of both traditional and specialized Private Trust arrangements. These include:
Executorship Services: We provide Executorship services to ensure that assets are distributed in accordance with the Testator’s Will.
Living Trust: Manage and protect your assets during your lifetime and beyond with our comprehensive living trust services.
Education Trust: We provide tailored Education Trust services to secure your loved ones’ future by ensuring timely payment of primary, secondary, and tertiary education fees.
Single Asset Trust: DLM Single Asset Trust safeguards your assets, ensuring they are managed securely and according to your intentions.
Family Trust: A Family Trust protects, manages, and transfers wealth across generations, ensuring financial security and asset distribution per your wishes.
Charitable Trust: A Charitable Trust enables structured, tax-efficient giving while allowing individuals and organizations to support causes with control over their contributions.
DLM Trust is licensed is to act as Corporate Trustees to Collective Investment Schemes as Security Trustees, loan syndications, Note/Bond Issues, and Debenture Trust Arrangements. These include:
Security Trusteeship: We advise on a security structure for the transaction which will support affordable costs within the ambit of the law in Loan Syndication/Consortium lending, Debenture transactions.
Corporate Bond/Note Trusteeship: We act as trustees to debt security issued by a corporation to raise capital such as Bond and Note Issuance, Securitization.
Escrow Agency: We are fully equipped to hold confidential original documents such as Title Deeds for the benefit of the parties.
Share Trusteeship: We assists organisations seeking to create benefit schemes for their employees through their share capital.
Nominee service: We provide Nominee Services to securely hold assets on your behalf, ensuring privacy, simplified management, and regulatory compliance while you retain full ownership rights.
Fund Trusteeship: We act as Trustees to various Collective Investment Schemes (Mutual Funds and Real Estate Investment Trusts), providing our clients with security on their investments. As Trustees, we monitor Fund Managers’ activities to ensure compliance with the Trust Deed, Prospectus and relevant regulations.
We act as Trustees to Bonds and Notes issued by the Federal, State, Local Governments and Corporate institutions wherein we secure and protect the interest of the Bondholders or Noteholders and monitorIssuer activities in order to ensure compliance with the Trust Deed, the Securities and Exchange Commission Rules and the Investment and Securities Act, 2007.
Sub-national Bond Trust: These are long-term debt securities issued by the state and local governments of a nation to finance projects for the public good like building schools, roads, hospitals and sewer systems. Whenever a Sub-national issues Bonds in Nigeria, it is a statutory requirement to appoint a Bond Trustee as the representative of the Bondholders/Investors.
Municipal Bond: A debt security issued by a local government.
Agency Bond: A debt security issued by a government agency or a government-sponsored entity