Make No Mistake: Offshore and Onshore Investment Markets Differ

Offshore financial advisories provide many significant and essential services. One of these is to ensure that expatriate across the globe select the best investment choices available. This fact is clearly reflected by the market’s phenomenal size,estimated at more than $10 trillion globally. Let’s face it, the investment needsand opportunities of expatriates differ, often significantly, from those of investors living and working onshore. For this reason, knowledgeable and experienced independent financial advisers provide an invaluable service for expatriates, by managing their unique financial requirements and vast investment choices.

Fundamental Factors:

• What is the clients investable budget
• What are the clients individual goals and objectives
• What are the clients financial time horizons
• What flexibility does the client require
• What are the tax implications upon maturity

Offshore Investment Products:

• Retirement Planning
• Education Fee Planning
• Estate Planning
• Life/Health Insurance
• A Client’s expectations of needing to withdraw funds prior to term, and the need for early withdrawal flexibility
• The tax implications upon encashment
• A Client’s attitude toward risk

Key Features:

• Investment Risk Strategy
• Fund Currency
• Encashment Flexibility
• Charge Structure
• Investment Security
• Most Suitable Product Provider
• Guaranteed Returns
• Tax advantages
• Stop/Start Facility