Collegiate has optimized the holding structure via a double tax treaty country so that there are no US withholding taxes on maturity proceeds.

Provided the investor does not have a place of business or residency in the correspondent tax treaty country the maturity proceeds pass through to the investor in gross, without any withholding taxes at all.

Each investor’s tax circumstances as unique and professional advise is recommended.

Investment Platform

Collegiate is a special purpose bankruptcy remote entity.

Collegiate is a master trust and each investor’s investments are held in sub trusts solely for that investor.  Collegiate acts as custodian for the assets of the specific investor trust, and provides associated services as required by the investor.

You the investor retain full control of your investments.

Assets are not restricted to longevity assets and may include all categories of investments, including securities, cash and real estate.

No US withholding taxes apply to these investments if held through the Collegiate Investment Platform.

Collegiate provides a safe, secure and tax efficient investment platform for US based investments.