# Psagot Equity | Designated Accounts, Escrow, Section 102 Trustee & Payment (coming soon)

> Designated Accounts, Escrow and paying agent infrastructure for M&A, investor pooling, Section 102 ESOP, on the PEaX platform. Payment accounts (coming soon).

Canonical: https://psagotequity.co.il/

## An infrastructure built for the way deals move today.

Combining precision, scale, and intelligence to support complex, high-value transactions.

[Talk to an expert](https://psagotequity.co.il/contact)

### Technology-driven trust

Trust infrastructure that moves at the speed of your deal.

Our innovative platform - PEaX - removes old-world operational bottlenecks. KYC, account opening, fund management and reporting run fully digitally, in one place, across every account and trust service.

100% Digital Account Opening

Seamless remote onboarding with integrated regulatory validation, designed for corporate and cross-border activity.

One onboarding, every service

KYC is reusable across all Psagot Equity services. Parties onboarded for one mandate carry into the next, with zero re-onboarding.

[Talk to an expert](https://psagotequity.co.il/contact)

$4.2M

100% KYC

### Protected transactions

Regulated financial infrastructure designed to safeguard high value transactions and support cross-border investment activity across global markets

Your deal - protected

Segregated accounts, releases only against documented conditions, every action logged.

Cross-border ready

Remote onboarding for foreign parties, multi-currency funding, FATCA and CRS handled per participant.

### Structured capital solutions

A financial infrastructure made to support complex investment structures and fiduciary oversight for domestic and cross-border investment structures.

Structured Investment Platform

Purchase groups, investor syndicates and GP/LP funds, each with a dedicated account, per-investor ledgers and managed distributions.

Fiduciary Governance

Section 102 trustee, M&A escrow and restructuring, managed by an independent, professional trustee.

Real Estate

Closing escrow, foreign-resident purchases and the developer 7% account under the Israeli Sale Law, 1974. Currently only holding funds and not the title.

Equity & Stock Options

Section 102 equity plans and supporting services, run by the book from first grant to exit.

[Talk to an expert](https://psagotequity.co.il/contact)

### Account services

Building the next generation of financial infrastructure for precise, scalable and intelligent execution.

Redefining how complex financial deals are executed.

Payment & asset

Payment account (coming soon)

Payment accounts will be available after our PSP license is granted, with multi-currency operations on PEaX.

[See more →](https://psagotequity.co.il/payment-account-israel)

Asset Payment Account (coming soon)

Where the cash lives after the signature: deal adjustments, dividends, rent, taxes and post-deal flows.

[See more →](https://psagotequity.co.il/asset-account)

Designated deal account

Sole investor

A fully segregated account for one investor and one defined transaction, with payments only to recipients set at opening.

[See more →](https://psagotequity.co.il/sole-investor-deal-account)

Investor Group Account

One pooled account, many investors. Per-investor ledger, a waterfall locked at opening, and individual statements for every distribution.

[See more →](https://psagotequity.co.il/investor-group-account)

Purchase groups

A designated account for the Israeli purchase group, run by its representation committee, with trustee oversight permissions built in.

[See more →](https://psagotequity.co.il/purchase-group-account-israel)

Partnerships

The GP/LP transaction account: raise, invest and distribute, with LP-level ledgers and digital subscription signing.

[See more →](https://psagotequity.co.il/partnership-account-gp-lp)

Trustee

Banking infrastructure for professionals appointed as trustee for a one-time transaction. You are the trustee; we are the infrastructure.

[See more →](https://psagotequity.co.il/trustee-account)

Multi-currency account

$10.1M

### Built for corporationsfrom day one

Financial infrastructure that gives corporations control from day one.

[Talk to an expert](https://psagotequity.co.il/contact)

Trust services

Trust services for every stage of the deal

Supporting M&A, trust structures, equity plans, tax arrangements, and regulatory frameworks with precision, oversight, and control.

Corporate trust

M&A

Independent paying agent, escrow and sub-agent under one mandate. Funds move when closing conditions are met, and only then.

[See more →](https://psagotequity.co.il/ma-paying-agent-israel)

Tax negotiation

Neutral escrow while your tax counsel negotiates with the ITA, and ITA-compliant tax refund trusts, held until resolution.

[See more →](https://psagotequity.co.il/tax-escrow-ita)

Real estate

Escrow, foreign-resident real estate transactions, developer 7% account and syndicate real estate transactions, under one roof.

[See more →](https://psagotequity.co.il/real-estate-escrow-israel)

Investor pooling (SPV)

Pool investors through a trust that holds the investment itself. No company to incorporate, cash and asset under one roof.

[See more →](https://psagotequity.co.il/investor-pooling-spv-israel)

Regulatory trust

102 Trustee

Full Section 102 trustee under ITA permit. Grants, vesting, withholding and reporting on iOZ, from first grant to exit.

[See more →](https://psagotequity.co.il/section-102-esop-trustee)

Restructuring

Tax-deferred restructuring under Sections 103, 104 and 104H of the Israeli Income Tax Ordinance, held by a trustee approved by the Israel Tax Authority.

[See more →](https://psagotequity.co.il/restructuring-trustee-103-104)

Carried interest (IVA)

Carry distribution fully run for you: received into a regulated account, withheld, and paid out to partners worldwide.

[See more →](https://psagotequity.co.il/carried-interest-trustee)

Trustee services for TASE & ISA requirements

Post-IPO lock-up, safe-harbor trading plans and blind trusts, executed by the book on the TASE.

[See more →](https://psagotequity.co.il/tase-insider-trustee)

### Mergers & Acquisitions

Structured financial execution for high-stakes corporate transactions.

[Discover M&A](https://psagotequity.co.il/ma-paying-agent-israel)

### Psagot Equity in numbers.

Since Psagot Equity began operating within the Psagot group.

### Common questions

Discover responses to commonly asked questions about our products and services.

[Talk to an expert](https://psagotequity.co.il/contact)

### Talk to our team. We move at deal speed.

[Talk to an expert](https://psagotequity.co.il/contact)

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Site index: https://psagotequity.co.il/llms.txt
Agent instructions: https://psagotequity.co.il/agents.md
