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| Reserve
Account from Friends Provident International |
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| 10,000+
offshore funds |
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one
account for all your funds
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| AAA
rated jurisdiction |
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| Highly
confidential |
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easy,
fast, secure control of your whole investment portfolio |
| Tax
free growth |
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| One
fax to trade |
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reduces
fund charges and is rated lowest
cost in class |
| Invest
from £25,000 |
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| Reserve is
a wrapper.
It provides you with a low cost
structure that allows you to easily invest into offshore funds
without all the hassle of paperwork, multiple bank transfers and
the need to provide certified passport copy, proof of residence,
etc, for each fund manager.
It saves you money on the fund
bid/offer spread.
You can invest in multiple
currencies without conversion at any time.
There is no fund list since you
have access to over 10,000 offshore funds. |
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If
you are used to seeing a list of 20-100 funds and picking 3 or 4,
then this will be a refreshing change or daunting challenge.
Considering,
at best, your average wrapper only allows you access to 1% of the fund
market, you are certainly missing out.
Is
there any other market that you would accept being able to buy only from
such a restricted product range?
If
you value freedom of choice, low costs and investment flexibility then
Reserve is for you.
Also,
if you are now or about to become a UK resident, then Reserve provides
substantial UK tax efficiency that cannot be achieved by a direct
holding of offshore funds.
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Summary of Reserve Benefits
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Reduces |
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Increases |
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-
UK residents tax liability** |
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-
privacy |
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-
fund bid/offer spread |
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-
control |
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-
settlement period |
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-
investment management |
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-
number of contract notes |
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-
investment opportunities |
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3 Reasons to choose Reserve rather than a
product from another provider.
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- independently rated as lowest
cost in class
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- virtually unrestricted fund range
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- Friends Provident International are
well known for value for money products and high client service
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There
are two Reserve options:
Personalised
- invest in a wide range of assets including listed
mutual funds and shares.
Collective
- invest in recognised listed mutual funds & benefit from
substantial UK tax breaks** such as:
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5% annual cumulative withdrawal
allowance for up to 20 years
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defer gains to when
you are a lower rate or non-UK tax payer
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swap funds or receive fund income without causing a chargeable gain
- option to assign sub-policies to lower rate or
non-tax payer
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- read
more in our technical guide
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Contact
us now for fund advice tailored to your individual risk profile and
we will blend together a selection of our recommended funds into a
balanced, growth oriented portfolio that performs regardless of any
downturn in a single market or economy.
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Do you need expert advice on offshore investments? Click Here |
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Fund of Funds |
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Castlestone's Aliquot Agricultural Commodities
Fund |
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+25.82% pa
return & no management fees. Invest now as we believe increasing
demand and low supply will drive Agricultural commodities
higher. |
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FMG
Rising 3 Fund |
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Successfully
invests into 6 hedge and 6 equity managers covering India, China
and Russia achieving compound annual returns of +19.85% |
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High Regular Income
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Keydata Defined Income
Plan 2 |
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Receive high monthly income
equivalent to 8.25% per annum paid gross to non-UK investors.
Unique asset class independent of equities & bonds. |
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High Growth Equity |
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HSBC GIF Chinese Fund |
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Invest in the growing economy
of China. +352.0% growth in 5 yrs to 31/03/08 |
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Templeton Latin American Fund |
| Growth
economy that has missed much of the effect of the credit crunch.
+634.59% return in 5 years to 31/03/08 |
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Portfolio
Management |
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Offshore Life Assurance
Bond |
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UK investors benefit from
roll-up of gains without deduction of tax on either offshore
funds or offshore bank accounts held within this type of bond.
You can also take 5% income pa with no immediate tax liability.
Ideal if you need an income in the UK or need growth & will live
abroad in the future. |
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EU Savings
Directive |
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Essential
reading for EU residents who have offshore investments or
offshore bank accounts. >> |
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Terms
& Conditions
>> |
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This website states
our expert opinion on offshore
investments. It is not personal advice as we are not aware of
your individual requirements. This website is not directed at
UK, US or Hong Kong residents. It is for UK expatriates & other
international investors who may legally invest offshore
>>
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