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Investment Service We help expatriates arrange offshore investment bonds and portfolio trusts with well known international companies based in highly regulated offshore financial centres. An introduction to these types of investment can be found below with more information provided on the specific investment pages. Investment bonds Investment bonds are provided by offshore insurance companies. There are three main types of investment bond each providing a different level of investment flexibility. The simplest and possibly the most widely used is the collective investment bond within which the investor is able to create a portfolio of investment funds from a wide range of well known investment fund managers and make changes to their fund selection whenever they wish. The funds are available in US Dollars, Sterling an Euros and have various investment objectives, asset classes and levels of risk enabling investors to create a portfolio of funds to suit their personal investment objectives. See Investment Bonds Portfolio trusts Offshore portfolio trusts combine within a single legal structure the investment flexibility of a personalised portfolio bond and the tax planning ability of an offshore trust. Portfolio trusts can be used to simplify the management of a large investment portfolio, mitigate tax and help organise distribution of wealth after death. To arrange a portfolio trust it is necessary to arrange a personal appointment in Belgium. See Portfolio trusts Send us your objectives 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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About Us ׀ Pension Saving ׀ General Saving ׀ Investment ׀ Life Insurance ׀ Health Care |
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