More investors are buying through trusts and non-trading companies. It’s smart, strategic and fast becoming the norm. But for many brokers, it still feels like uncharted territory.
In this episode of Broker Bulletin, Onur Kocabay, founder of Build Invest Grow, sits down with Jeremy Cockram, Head of Lending and Product at Apollo, to unpack how these structures really work, why they’re on the rise, and what brokers should look out for when submitting trust and company deals.
You’ll learn:
- Why more investors are choosing trusts and non-trading companies
- The key differences between trustees, beneficiaries and directors
- How to read a trust deed (and the pages that matter most)
- The most common trust-lending traps and how to avoid them
- How to simplify the most complex of deals
If you want to stay relevant with sophisticated investors and small-business clients, this episode will help you make trust lending simple and profitable.
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