Can I arrange an offshore plan without your service

The offshore companies we work with only provide their products through approved agents.

see Our service

What is meant by independent and why does it benefit me

We are independent and therefore not tied to a single company and able to offer unbiased access to the offshore products of a range of offshore insurance companies. An agent who is not independent is called a tied agent and is only able to offer you the products of one company.

see Our service

Where will my money be invested and what security will I have

The companies we work with are well established European companies based in highly regulated offshore centres. All transactions are made directly between the client and the offshore company of their choice. We do not handle or receive clients money under any circumstances.

see Offshore  centres

If I invest in the product of one offshore company will all of my eggs be in one basket

Offshore insurance products used by expatriates for regular savings and lump sum investment give the owners the ability to invest in a wide range of funds that invest in various markets, asset classes and currencies.

see Understanding investment funds

What will happen to my money if I die?

If you die while saving or investing with an offshore insurance company the person responsible for your estate must send your savings or investment policy documents to the insurance company with a verified copy of your death certificate.

The insurance company will then be able to transfer the value of your savings or investment to your estate after probate. When two people own a policy jointly the plan can be arranged to provide a value on the first or second death.

Related see Wills

I am not familiar with investment funds what are my options

People who are uncomfortable selecting their own funds can select multi manager funds or fund of funds. These specialist funds use investment professionals to make the investment decisions for the investor. All the Investor has to do is chose the level of risk they find acceptable.

See Selecting investment funds

What is the minimum savings and investment

Investment

EURO 25,000
GBP 15,000
USD 25,000

See Investment bonds

Savings monthly

EURO 150
GBP 100
USD 150

See Pension savings plans
See Savings plans