Policies
Whether the Trilogy team is helping investors get their savings working harder or working with a broker of developer to fund their next project, our focus is on creating income-generating solutions while keeping risk front of mind.
Trilogy operates under the below policies and procedures. For more information about these policies, don’t hesitate to get in touch.
Valuation Policy
Trilogy operates under a mortgage fund valuation policy with regards to loans funded by the Trilogy Monthly Income Trust.
Privacy policy
Trilogy’s privacy policy outlines how client and investor data will be responsibly gathered and managed.
Anti-money Laundering & Counter Terrorism Financing Act
Trilogy is bound by the Anti-Money Laundering and Counter Terrorism Financing Act and as such will verify the identity of investors.
Extra information for New Zealand Investors
This policy outlines Trilogy’s foreign investment fund (FIF) rules for New Zealand tax resident investors.