Legal & Commercial Frames
E3 Trust Settlement is a binding legal arrangement where the Settler (Association ECOPOWER) transfers assets (funds received under Advanced Purchase Agreements) to investment manager (the Trustee) with objective to generate future benefits to Beneficiaries (members) appointed by the Settler. The Trustee invests in accordance with instructions and guidance of Settler, considering businesses and projects undertaken and managed by members involved in development of Concepts adopted by the Association
Those investments approaches secure short-term investment positions (return is expected in less than two years) and regular cash flow for execution of member’s Purchase Orders.
It is important to underline that income of E3 Trust is zero taxed, and that appointment as the Beneficiary of E3 Trust gives additional legal protection to the member, in addition to legal coverage defined by Advanced Purchase Agreement.
Targeted return on investments through E3 Trust is over 15% per annum flat rate - this target is given based on 20 years of management experiences and achievements.
Investment & Business Opportunities
E3 Trust intends to invest and trade primarily in equity securities of Special Purpose Vehicles or joint-ventures established with a purpose to manage development projects where technologies and other solutions developed by members are implemented and valorised.
The stock selection approach will primarily be based on sectors related to ecological and energy efficiency improvements, as well as on fundamental analysis and will be "bottom up".
It is expected that the portfolio will be widely diversified. Applicants for conclusion of Advanced Purchase Agreements are kindly advised to review E3 Trust Settlement, as well as Executive Summaries concerning undertaken investments, opportunities and business strategies of E3 Trust.