Investments
    Retirement
    Asset Protection
Tax Deferred Compensation
A unique compensation program for a unique executive.
What do you want?
  • A retirement plan for the highest-level executives at my company.
Benefits to participants
  • Personalized advice according to the company’s and employee’s specific needs.
  • Expert advice and planning to help both company and executive draft goals, design plan and invest funds.
  • Management and custody of investment the money is going to.
  • Oriental Trust acts as the plan’s trustee, providing documentation and evidence of all actions in participant’s portfolio.
How it works
  • Highest-level executives contribute a specific amount to a trust fund created by his or her employer.
  • Oriental Trust, as trustee, sends contributions to those investment securities that participants chose according to his or her financial goals.
  • Participant schedules beforehand the amount of time to contribute to the TDC and to keep the money in the Fund.
  • Participant’s investment may be withdrawn from Fund before the scheduled date for some reasons in agreement with the plan terms, including employment termination.
How to apply
For more information:
  • Call or come by any of our branches throughout the Island, or
  • Call the Trust Department at 787-281-5009.
Disclosures

The FDIC does not insure investment products; they are neither deposits nor obligations of Oriental Bank and Trust and are not guaranteed by Oriental. They are subject to investment risks, including the possibility of losing the capital invested. Ask for a Prospectus before investing. Oriental Group Financial Services is the distributing Agent. Member, FINRA & SIPC. Consult your tax Advisor. The Tax Deferred Compensation Plan is a product of Oriental Trust, a department of Oriental Bank & Trust.

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