Roz joined the Group’s Isle of Man operations in 2006 as Head of Fiduciary Services and was appointed as a Director of Cayman National Trust Company (Isle of Man) Limited in May 2017. She is also Company Secretary for both the Isle of Man operations.
Roz has over 28 years’ experience in the fiduciary sectors in the Cayman Islands and the Isle of Man. She is a member of the Society of Trust and Estate Practitioners (“STEP”) and the Institute of Directors. She is also a Director of the Isle of Man Branch of STEP and involved in STEP Committees as well as being the Isle of Man STEP Student Liaison Officer.
Roz has considerable experience as both a trustee and director on trust and company structures and has developed long standing relationships with professional intermediaries both locally and overseas. She prides herself in her determination to lead by example which is reflected in her team's enthusiasm and commitment to deliver an exceptional service standard for clients.
Once a corporate or trust structure that is fully managed by us is formed, we will work closely with our sister company, Cayman National Bank (Isle of Man) Limited, to open a bank account quickly. In most circumstances, there will be no requirement for you to provide us with any further customer due diligence documentation, and in some situations, there will not be a bank account opening fee. The Bank has a long history of providing our in-house corporate and trust entities with bank account services including current and call accounts in all major currencies, money transmission services, domestic and international payments, foreign exchange dealing and bespoke lending products.
We can, of course, apply to open bank accounts for our client structures with external banks and we have established good and long-standing relationships with many of the leading banks in the Isle of Man.
For more information on these services, please contact our Fiduciary team as detailed below.
