12yrs of advising UK expats & international investors on the best offshore funds
Online Discount Broker
We rebate 80%+ of initial commission on 1000's of offshore funds
Security, Intergrity, Privacy
You transfer money to the custodian and documents to the fund administrator. Funds are registered in you/your nominees name. Investing offshore has never been so easy.
Investing in an Offshore Life Assurance Bond such as the low cost Friends Provident International Reserve Account combines offshore funds into one account & provides valuable UK tax breaks for returning UK expatriates, UK non-doms and others.
Morgan Stanley FTSE Protected Growth Plan offers 100% performance of FTSE over 6 years or if FTSE rises 10% or more in first 3 years then receive a fixed 35% payout.* Rated 9.71/10 by Independent Analyst FVC.
Review our pick of some of the best offshore investments then simply complete our enquiry form for further information.
- We email you the fund prospectus, application forms & answer any questions
- You fax then post completed application form to the fund administrator & send money direct to the fund custodian.
- You receive a contract note from the fund.
Alternatively, review the benefits of opening an Offshore Investment Account.
*at maturity only. Return of capital & growth depend on A rated institutions ability to honor debts.
Offshore Wrapper Account - Friends Provident International
- One account for all your offshore investments
- Invest in 10,000+ offshore funds
- Easy, Fast, Secure control of your portfolio
- Substantial saving on fund entry fees
- Tax free growth
- Telephone, Fax or email dealing
We save you over 80% on set-up fees
Reserve is an offshore wrap account (wrapper).
It provides you with a low cost structure that allows you to easily invest into over 10,000 offshore funds and saves you money on the fund bid/offer spread. You can invest in multiple currencies without conversion at any time.
If you are a UK resident or planning to return to the UK then it also offer value tax breaks.
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.
Our View:
"Sensible method of managing an
offshore portfolio and a lot easier than making mulitple direct
applciations for funds."
If you investing 1M STG+ then we should be able to bring
the set-up fees lower. Contact Us
for more information and the best deals.
Contact us
now for offshore investment advice tailored to your individual risk profile and we
will construct a balanced, growth oriented portfolio within this
Offshore Life Assurance Bond that performs
regardless of any downturn in any single market or economy.
| Company Name | Friends Provident International | |
| Reserve Account | ||
| Product Type | Offshore Life Assurance Bond | |
| Countryt | Isle of Man | |
| *Discounted Dealing Terms | 1.35% set up fee reduced from 6.5-8% | |
| Deal fee of £24.50 (buy or sell) + 8 EUR sedol (where applicable) | ||
| Quarterly admin fee of £112.00 | ||
| Most funds deal at 0-1% Front end load | ||
| Contact us for a formal quote. | ||
| Minimum Investment | £100,000 /US $150,000 (either in cash or value of assigned funds) | |
| Fund Currency | £ Stg, US $, € Euro, HK $, Swedish Krona, AUD, Yen, etc. | |
| Downloads | Brochure | |
| Charging Structure* | ||
| How safe are your investments? | ||
| UK Tax Benefits of an Offshore Bond for a returning UK Expat | ||
| UK Tax Benefits of an Offshore Bond for a UK Non-Domiciled Individual | ||
| UK Tax Benefits of investing into Offshore Funds in an Offshore Bond | ||
First offshore fund that individually selects and invests in thousands of US personal loans, targeting a high income of 8.5% pa. Ideal for low risk income/growth. 0.5% Entry.
FMG Rising 3 FundCombines talented Hedge Fund Managers with Equity Managers in Russia, Indian and China. Entry 1%
The win or lose nature of Litigation Funding is significantly reduced since each case is insured againt failure. 0.5% cashback
The 1.2 FundAn innovative offshore fund that trades liquid indices, closing trades whenever it reaches a target of 1.2% pm. Entry 0.5%
Trend FundTrend following fund invests in 7 leading Managed Futures strategies at up to 2x leverage. Low Fees with High Target return of 20% + pa. Entry reduced to just 0.5%.
Contact us for more - Best Offshore Funds
Invest in Offshore Funds, Hedge Funds & Deposit Accounts. No FX fees. Massive dealing discounts & easy portfolio management. Valuable UK tax breaks.
This website states 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 well informed investors who may legally invest offshore. read more
