|
| |
Offshore Life Assurance Bond
|
|
Offshore Life Assurance Bond |
 |
|
|
|
Invest in 10,000+
offshore funds |
"Combines
the benefits of a massive fund
supermarket & the dealing desk of a private bank" |
|
You save on
fund bid/offer fees |
| Tax
free growth |
|
Telephone or Fax
dealing |
|
Privacy & Security |
We save you 6.5% |
|
Valuable Tax Breaks |
|
| |
| An Offshore
Life Assurance Bond or more often called an Offshore Wrap Account, combines the discounts of a fund supermarket with
the benefits of the dealing desk of a private bank.
It is the ideal investment solution
for the larger, offshore investor who falls into one of the
following categories (please click the underlined links):
-
International Investors (+)
- Save on Deal Fees
by lowering your fund bid/offer spread from 5% to
normally 0-1%
- Access to non-retail
funds
- High interest offshore
deposit accounts
- Live dealing desk
instructed by telephone or fax
- Monthly portfolio
valuation by email and on request
- Reduced paperwork
since you have only one account not lots of different fund
holdings and thereby
- Improved control of
your portfolio, ensuring you & your adviser can
concentrate on investment performance
-
EU
Resident Investors - Non-UK (+)
- No EU Withholding tax
- Save on Deal Fees
by lowering your fund bid/offer spread from 5% to
normally 0-1%
- Access to non-retail
funds
- High interest offshore
deposit accounts
- Live dealing desk
instructed by telephone or fax
- Monthly portfolio
valuation by email and on request
- Reduced paperwork
since you have only one account not lots of different fund
holdings and thereby
- Improved control of
your portfolio, ensuring you & your adviser can
concentrate on investment performance
-
Offshore Companies (+)
- Faster dealing &
reduced paperwork. Investing as a company involves
lots of due diligence (paperwork) and this workload is
multiplied by the number of funds. Redeeming one fund and
purchasing another can create dealing and settlement delays
plus mountains of paperwork. Going direct into one or two
passive funds you intend to hold for years is fine, but if
you are serious about investing, then this is the account
for you.
- Save on Deal Fees
by lowering your fund bid/offer spread from 5% to
normally 0-1%
- Access to non-retail
funds
- High interest offshore
deposit accounts
- Live dealing desk
instructed by telephone or fax
- Monthly portfolio
valuation by email and on request
- Reduced paperwork
since you have only one account not lots of different fund
holdings and thereby
- Improved control of
your portfolio, ensuring you & your adviser can
concentrate on investment performance
-
UK
Residents* (+)
- UK
Tax Advantages (+)
- Defer any gains
to when you are a low or non-taxpayer (i.e.
overseas)
- Gross roll-up of
your capital (i.e. no capital gains when swapping
between offshore funds & no tax at fund level)
- Draw up to 5% per
annum without immediate UK tax liability
- No EU Withholding
tax
- Build independent
savings without lifetime limits
- Valuable
UK tax breaks
not available when investing direct into offshore
funds
- Save on Deal Fees
by lowering your fund bid/offer spread from 5% to
normally 0-1%
- Access to non-retail
funds
- High interest offshore
deposit accounts
- Live dealing desk
instructed by telephone or fax
- Monthly portfolio
valuation by email and on request
- Reduced paperwork
since you have only one account not lots of different fund
holdings and thereby
- Improved control of
your portfolio, ensuring you & your adviser can
concentrate on investment performance
|
|
|
|
|
Why do we recommend Reserve Account from
Friends Provident International? |
|
|
|
-
Lowest Cost |
|
- Our 6.5% commission rebate means you
have the best possible start |
|
- Located in Isle of Man a AAA rated
jurisdiction
|
|
- Friends Provident have £101 billion
of funds under management* |
|
- Virtually unrestricted fund range,
invest in any currency without conversion |
|
- Friends Provident International are
well known for value for money products and high client service
|
|
|
|
|
|
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.
|
|
|
|
|
|
Reserve Documents
|
|
|
|
Reserve
Brochure
|
|
Application
Form
|
|
Guide to Collective Investments
|
|
(UK Residents only) |
|
Guide
to Personal Investments
|
|
(International Investors) |
|
Fact Sheet
|
|
|
|
How safe are your investments? |
|
|
|
UK Tax Advantages |
|
|
|
|
|
|
|
Reserve Charges (after
our 6.5% commission rebate) |
|
Based on cash or assigned mutual funds of
total min. value of £100,000 |
|
|
|
|
|
1) Establishment Fee
|
|
1.50% bid/offer (instead of 8%) or 0.091
per quarter for 5 yrs only (capital invested not fund value) |
| 2)
Administration Charge |
|
£101.50 per
quarter
|
|
3) Fee for each fund buy or sale |
|
£22.50 + 8 EUR equivalent |
|
|
|
|
|
|
|
Company Name
|
|
Friends
Provident International
|
| Funds
under management |
|
£101 billion (Friends Provident Group on 30/06/07)*. |
| Account
Name |
|
Reserve |
| Account Type |
|
Offshore
Portfolio
Bond |
| Jurisdiction |
|
Isle of Man
|
| Minimum Investment |
|
£ 25,000 or equivalent transfer of
|
| |
|
existing funds/share holding.
|
| Maximum Investment |
|
None
|
| Acceptable
Currencies |
|
£ Stg, US $, € Euro, HK $, Swedish Krona, AUD, Yen, etc.
|
|
|
|
Contact
us for our best quote through our
enquiry form.
|
| |
|
|
|
*
Aimed at UK
Expatriates becoming UK residents. |
|
|
Offshore Life Assurance Bond
|
| |
 |
|
|
| |
Do you need expert advice on offshore investments? Click Here |
|
| |
|
|
| |
Fund of Funds |
|
| |
Castlestone's Aliquot Agricultural Commodities
Fund |
|
| |
+25.82% pa
return & no management fees. Invest now as we believe increasing
demand and low supply will drive Agricultural commodities
higher. |
|
| |
FMG
Rising 3 Fund |
|
| |
Successfully
invests into 6 hedge and 6 equity managers covering India, China
and Russia achieving compound annual returns of +19.85% |
|
|
|
|
High Regular Income
|
|
| |
Keydata Defined Income
Plan 2 |
|
|
Receive high monthly income
equivalent to 8.25% per annum paid gross to non-UK investors.
Unique asset class independent of equities & bonds. |
|
|
|
|
High Growth Equity |
|
| |
HSBC GIF Chinese Fund |
|
|
Invest in the growing economy
of China. +352.0% growth in 5 yrs to 31/03/08 |
|
|
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 |
|
|
|
Portfolio
Management |
|
| |
Offshore Life Assurance
Bond |
|
|
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. |
|
|
|
|
EU Savings
Directive |
|
|
Essential
reading for EU residents who have offshore investments or
offshore bank accounts. >> |
|
|
|
|
Terms
& Conditions
>> |
|
| |
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
>>
|
|
|
|
|
|
|
|
| |
|
|
|
 |
|
| |
|
|
|
