Corporate Services Limited

Support solutions for company formation and administrative services.

Clarien Corporate Services Limited, is a division of the award-winning Clarien Wealth Management practice, specialising in corporate secretarial and corporate governance services geared to the needs of corporations, individuals and families with trusts, companies, or other entities that comprise their overall financial structure..

Our Services

Our experienced team is able to advise on matters such as incorporations and throughout an entity’s life-cycle, including guidance on amalgamations, restructuring, share transfers, redomiciliations and continuations.  Other services include:

    • Incorporation and formation of local companies, exempted companies, LLCs and partnerships
    • Providing the primary functions and duties of a company secretary or assistant secretary
    • Provision of Registered Office
    • Preparing board, shareholder and committee meeting minutes and resolutions
    • Preparing and distributing meeting agendas and notices related to convening an Annual General Meeting per year
    • Serving as a primary liaison with the client the Bermuda regulators and authorities
    • Establishing and maintaining the statutory registers
    • Conducting client due diligence and identifying and verifying beneficial owners and controllers
    • Economic Substance Act requirements
    • Facilitation of and assistance with banking arrangements, share transfers and share capital amendments, Director and Officer changes, change of company name, Bye-Law Amendments, all due diligence requirements, beneficial ownership registration and filings, overall good corporate governance practices, liaising with regulatory services and authorities and advice on regulatory matters that might impact the business
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  • View Corporate Services Brochure

Our professionals have many years of experience and a depth of knowledge that we draw on to assist you with identifying your corporate services needs as well as to keep you updated on any changes to regulations or laws that may affect your business.

We aim to build long-term relationships with our clients, so that we can provide optimum advice based on a thorough understanding of your needs to meet the highest standards of corporate governance requirements.  We work closely with our clients to develop tailored solutions and provide a service that is consistent, reliable and client focused.

Corporate Services Manager: Dr. Allison Forte, DBA, FCIS, CMgr MCMI 

With over 25 years of corporate management, administration and governance experience, Dr. Forte has overseen corporate portfolios and teams in Bermuda for 13 years. Prior to Dr. Forte’s arrival in Bermuda, she also managed various high net worth and fortune 500 clients domiciled in Barbados, British Virgin Islands (B.V.I.), the Cayman Islands and Hong Kong.  She is known for being highly responsive and for providing hands on experience and excellent client service.

Head of Trust & Family Office: Jennifer Hanson, CPA, CA, TEP. 

Ms. Hanson is the Senior Vice President, Head of Trust and Family Office. Jennifer has over 25 years in the accounting and financial services industry as well as experience in corporate governance.

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Our mission is to support our clients by providing timely and cost effective services to facilitate and support the formation and maintenance of your company so you can concentrate on the business at hand. We strive to give each of our clients our most responsive and dedicated attention to help them achieve their objectives.

    • Providing our Wealth Management clients with a one-stop shop for a full range of banking, investments, trust administration and corporate secretarial services
    • Experienced staff with expert technical and practical corporate secretarial, governance, regulatory and compliance skill sets
    • Highly responsive and attentive service built around a desire to establish mutually beneficial relationships with our clients
    • A customised approach to creating solutions
    • Strict adherence to the highest fiduciary standards
    • A dedication to the “founder’s mentality” – a belief system focused on building a successful and sustainable business
  • Contact Us
  • Please contact Allison Forte to enquire about setting up or administering a company in Bermuda and finding out how we can help.

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Clarien Bank Limited, through its wholly owned subsidiary companies, is licensed to conduct bank, investments, corporate service provider and trust business by the Bermuda Monetary Authority.