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Relations

What a beneficiary is entitled to see

‘Investor relations’ is the wrong phrase for a trusteeship — there are no investors. There are settlors, beneficiaries and their advisers, and their rights of information come from the deed and from Liechtenstein law rather than from a disclosure policy.

01 · Register

Document register and who may see it

Access is determined by entitlement, not by request volume.

Register extract (Öffentlichkeitsregister)Public · obtainable from oera.li
Public
Trust deed and any supplemental deedsMandate holders and their advisers
On request
Annual statement of accountBeneficiaries entitled under the deed
On request
Minutes of trustee decisionsWhere the deed or the law confers a right of inspection
Restricted
Custodian statementsMandate holders, via the custodian
Restricted
Due diligence fileCompetent authorities only
Confidential
02 · Rights

The information rights that actually exist

A right to know the structure exists

A beneficiary with a vested interest is generally entitled to be told that the trust exists and that they are a beneficiary of it.

A right to accounts

Entitlement to trust accounts is the ordinary position for a beneficiary with a fixed interest, subject to what the deed provides.

A qualified right to documents

Rights over deeds and minutes are narrower and, in many instruments, subject to the trustee’s discretion or a protector’s consent.

No right to other beneficiaries’ affairs

Information about co-beneficiaries is not disclosed. Discretion runs in every direction, including toward you.

How to make a request. In writing to the registered office in Vaduz, identifying yourself and the basis of your interest. Requests are answered once entitlement is established — which protects you as much as it protects anyone else.

1926PGR statute
EEAGDPR applies

Establish entitlement first.

It is the shortest route to a substantive answer.

or email info@navicella-invest.com