Expat Investments - Getting Started
With a good expat advisor, it's now easier than ever to invest in value-driven securities with full liquidity, advanced reporting, live valuation systems and without exit fees for withdrawals. Policy valuations, historical account documents and contract notes can be accessed via secure portals to keep you in control, and with online trading possible, transactions are completed quickly and your cash returned whenever you need it.
How Does It Work?
After considering your circumstances and requirements, our advisors work with you to create a financial strategy to help you achieve your financial goals.
All Expat Advisors investment advice facilitates:
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Penalty-free access to 100% of capital
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Increase and decrease contributions
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Freeze payments without charge
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Fees payable as you go without lock-in periods
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Easy fund switching
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Dedicated 24 hour online access
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Accounts held anywhere in the world
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Capitalisation on market movements
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Expert advice on investment strategies
Investments For Expats
With so many options available it can be difficult to know where to start. Expat Advisors help you find the best possible value investment solution which often includes one of the following:
Manage your assets with a low-cost, expat investment platform with full reporting and the latest technology.
Non-contractual savings plans allows you to save what you want, when you want without lock-in periods and high charges.
Offshore bonds can provide tax benefits worldwide with locally compliant options available in Spain, France and Portugal.
It is vital to fully understand the products you use and the charges you pay. For expert guidance on your expat investments, contact us today and we'll help you make the right decision first time.