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Independent offshore financial services for expatriates |
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Investment Funds for Savings Plans Offshore savings plans offer a wide range of collective investment funds managed by some of the world’s leading fund management companies. The saver must choose one or more of these funds for their savings plan when they start saving and can make changes to their fund choice whenever they want. The wide fund range allows savers to choose funds that suit their personal investment objectives and risk tolerance. Making fund selection simple If your are worried that you will not be able to choose suitable funds for your savings plan or you do not have the time to manage a fund portfolio you can choose funds that offer the multi manager or fund of funds method. These specialist funds use professional investment managers to select a portfolio of around twenty funds and manage the funds within a single fund creating what is called a Multi manager fund or fund of funds. These specialist funds are monitored by investment managers who make changes to the funds when required to make sure they achieve their objectives. The funds offer low, medium and high risk investment ratings so the only thing the saver has to do is select a suitable combination of the three risk ratings to create a personalised portfolio. If you would like to know more about this type of fund please read the following examples. Friends Provident International If you would like to know more about investment funds in general read the guide
Simply use the enquiry forms to send us your objectives or send us your phone number and we will call you to discuss your requirements. Our service is confidential and free of obligation or fee. When we receive your enquiry one of our consultants will send you their contact details and information about one or more offshore financial products that can be used to achieve your objectives. When you have considered the suitability of the products and compared their benefits the consultant will answer your questions and provide any other information you need to help you establish which product is best suited to your requirements. When you have chosen a product we will send you the application forms, provide simple instructions to help you complete them and make sure your application is processed smoothly.
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