Investment Opportunities

Our international Financial Services Investment Platform provides a highly valuable solution to your investment needs. It offers you access to an unrivalled selection of offshore mutual funds, pension schemes, tax planning and other structured financial products. It offers 24/7 online access, wherever you happen to be, allowing you the flexibility, support and accessibility to manage your investment portfolio in a way that suits you best.

Investment Platform Features:

  • 5,000 Funds from 200 Fund Houses
  • Independent Research from Morningstar
  • Live Valuations
  • Paperless Trading
  • Daily Market News
  • Portfolio Analysis Tools
  • Automated Fund Monitoring
  • Emailed Monthly Statements

Full online account access allows for greater flexibility, control and peace of mind. The Fund Platform is able to provide a combination of traditional investment products which can also be wrapped and supported by:

  • Life Company Personal Portfolio Bonds
  • QROPS – Qualifying Recognised Overseas Pension Scheme
  • QNUPS – Qualifying Non UK Pension Scheme
  • Trusts

The Key Benefits include:

  • Stand-Alone Investments
  • Life Companies (Portfolio Bonds)
  • QROPS Friendly
  • Retirement Planning
  • Exclusive Structured Products
  • Over 5,000 Mutual Funds from 200 leading Fund Houses
  • A Multi-Currency Account (USD, EUR, GBP, CHF, JPY, HKD, AUD, NZD, SGD)
  • Offshore Structure

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