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Is it possible to receive continuing advice and
processing of business over long distances ?
Yes, with ever advancing technology of Internet, it has
become far easier to develop and keep long-term relationships,
even if you change jurisdictions.
What happens to the investment if you die?
Most commonly your nominated beneficiary / beneficiaries will receive 101% of the value of your investment. They also have complete flexibility to either continue with the investment or stop contributions.
How can I be sure of regular service?
We pride ourselves on our standard of service to clients, as this is the lifeblood of
our business. If we provide a good service, we not only get regular business
from existing clients but get professional introductions as well.
Who manages the funds?
Award winning companies, which include Fidelity, Perpetual, Guinnes Flight,
Jardine Fleming, InvescoGT, Gartmore, Henderson, Jupiter, Framlington, Merrill Lynch and Credit Suisse Fund Managers control the funds within the investment structures. We also partner with the best institutions in the industry.
Will all of my eggs be in one basket?
One of the benefits of a regular investment, is the opportunity for the relatively small investor, whether on a monthly basis or investing a lump sum, to spread their investment risk. Diversification is achieved by having over one hundred different funds and each fund having investments in holdings with dozens of different companies and organisations located geographically in areas ranging from individual countries to continents.
What type of structures are available other than company schemes?
There are structures available which are similar but much more sophisticated than company pension schemes, without government regulation of when you access them, giving you complete flexibility and control. They give you the opportunity to benefit from the growth of world markets by offering a broad diversification of funds which include;
- managed,
- equity,
- fixed interest and,
- deposit
All the worlds' stock markets have historically achieved better rates of return than both banks and inflation since 1914. Be warned however, that if you are not skilled at market timing, $10.000 invested in the S&P 500 from 1980 - 2000 would have returned $185.000, but the return would only have been $34.000 if you had missed the best 50 days in that period.
By always having at least a medium to long-term view i.e. 5-10 years, equity markets are an attractive form of investment which have consistently outperformed banks and building societies over the past 50 years.
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