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

Corporate Services Manager: Nea Simons

Ms. Simons is the Corporate Services Manager. She is an Associate of The Chartered Governance Institute of Canada and has been a Chartered Secretary since 2008.  She has over 15 years’ experience in the incorporation and ongoing administration of exempted and local companies in Bermuda.  Nea overseas the corporate administration and governance services to a portfolio of varied companies.  She is known for being responsive and dedicated to client services.

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.