Psagot Equity services
Explore Psagot Equity account and trust services, with links to each service, its scope and availability.
Account Services
- Payment Account (coming soon) — Payment accounts will be available after our PSP license is granted, with multi-currency operations on PEaX.
- Asset Payment Account (coming soon) — Where the cash lives after the signature: deal adjustments, dividends, rent, taxes and post-deal flows.
- Sole Investor — A segregated account for one investor and one defined transaction, end to end.
- Investor Group Account — One pooled account with per-investor tracking and a waterfall locked at opening.
- Purchase Groups — A designated account for the Israeli purchase group, run by its representation committee.
- Partnerships — The GP/LP transaction account: raise, invest, distribute, with LP-level ledgers.
- Trustee Accounts — The account behind your trusteeship, one transaction at a time.
Trust Services
- M&A Paying Agent & Escrow — Independent paying agent and escrow, native to Israeli law.
- Tax Negotiation Escrow — Neutral ITA escrow and segregated refund trusts, held until resolution.
- Real Estate — Escrow, foreign buyers, the developer 7% account, and group buying, under one roof.
- Investor Pooling (SPV) — Pool investors through a trust that holds the investment itself. No company to incorporate.
- 102 Trustee — Section 102 equity plans, run right from first grant to exit, on iOZ.
- Restructuring — Tax-deferred restructuring under Sections 103, 104 and 104H of the Israeli Income Tax Ordinance.
- Carried Interest (IVA) — Carry distribution fully run for you: held, withheld, and paid out worldwide.
- Trustee Services for TASE & ISA Requirements — Lock-up, safe harbor and blind trust for public companies and their shareholders.
Fees and next steps
Account fees are fixed and available on request. Trust and deal-dependent fees are quoted per transaction. Contact a specialist to confirm availability, eligibility and onboarding requirements.