Introducing The Most Revolutionary Investment Bond In The Offshore Market

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Advantages Of Bermuda

The polices benefit from the tax efficient treatment enjoyed by off- shore bonds issued in Bermuda.

As one of the world’s leading offshore financial jurisdictions, and with75% of the world’s Fortune 100 companies operating within the country, Bermuda brings our international clients much greater scope of tax efficiency.

As a investor, all your investments are held within a single investment bond, allowing you the freedom to switch investments at any time without having to worry about immediate tax charges.*

*(apart from any withholding tax that may be deducted at source on income arising from investments held in some countries, that cannot be reclaimed ).

You should, however, remember that you may have a personal liability to tax, depending on the tax regime in your country of residence.

Under such circumstances, we would always recommend that you speak to a financial adviser or tax professional about your tax situation before applying for the bond.

You can contact us to arrange a consultation about these issues.

 

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wrap up all your investments – and regain control

Strength, agility and flexibility are essential ingredients in a successful investment.

This offshore life insurance policy allows you to build your own investment portfolio in a tax efficient environment that is dedicated to meeting your needs.

 

One of life’s great satisfactions is financial security and peace of mind. We know that fulfilling those aspirations can be challenging. As an investor, deciding what product to choose, which investments to opt for, and who should manage those investments are decisions that are critical to achieving your financial objectives.

The bond is an offshore life assurance policy that allows you to build an investment portfolio in a tax efficient environment that is dedicated to meeting your needs.

You may be an individual, a trustee or even a company, and as long as you meet our availability criteria, we should be able to accept your application.

“The bond is designed to provide you with a truly flexible solution.

It’s simple, one product, with 100% control and flexibility”.

Flexibility

The Bond allows you to invest in an almost unlimited array of investments. It not only offers access to standard pooled investments such as unit trusts but also more specialised investments such as:

  • Hedge funds
  • FX
  • Commodities
  • CFDs
  • ETFs
  • Company shares – listed or non-listed.

There is no restriction on the number of investments you can choose for your policy, making it easy to combine the expertise of the world’s best investment managers.

As an offshore investor, we appreciate that you may require the flexibility to hold the bond in a currency that suits you. For that reason, the bond is available in a choice of 7 different policy currencies.

  • Euro (EUR)
  • Pounds sterling (GBP)
  • Norwegian krona (NOK)
  • Swedish krona (SEK)
  • US dollar (USD)
  • Australian dollars (AUD)
  • Swiss franc (CHF).

NB: If you would like to set up your bond in a currency other than the above then we may be able to help.

Rest Easy

The bond is designed to be held over the medium to long term. As it is a life assurance policy there is no constraint on the length of time it may be held, subject to there being a surviving life assured.

You just never know what is around the corner, and you may well find yourself requiring access to your money held within the bond, perhaps for a special occasion. In these situations, you can rest easy knowing that you can conveniently access your policy by taking a cash withdrawal.

fully open-architecture

Investors are able to access any investments acceptable. The beauty of this is that you can choose investments with a varied geographic focus. You can also choose investments with a specific sector focus such as financial, healthcare, FX, property, energy or telecommunications, to name just a few.

Above all, you have the freedom to choose what you want, when you want. Whether alternative, bespoke, boutique, or world-renowned, they are all available to you through the bond.

By choosing different combinations of investments, you are in control of the level of risk and potential returns you can expect from the policy.

“If you need additional help to manage the investments within your policy, you can appoint a dedicated investment adviser or discretionary manager.
We are here to advise”.

As your needs change, the bond can change with you. Your portfolio is likely to comprise of different investments as your objectives and risk profile alter over time.

NB:

This investment is only available to investors who meet certain net worth or investment sophistication criteria.

A hypermodern trading
platform within The bond

An award winning platform

This offshore life insurance policy allows you to build your own investment portfolio in a tax efficient environment that is dedicated to meeting your needs.

The product combines a secure environment with real-time execution and it comes with a multiproduct trading platform that provides a trading environment complete with live prices market depth, technical analysis, and charting functions, easily accessed from one single account.

As an investor, you will be relieved of the everyday burdens associated with running a directly held investment portfolio. You will have the comfort of knowing that, regardless of how many different investments you hold within the bond, you will have access to online consolidated valuation statements at our website at any time.

This makes keeping track of your investments simple, straightforward and accessible from wherever you might be in the world.

 

BOND FEATURES

Purpose

The Bond has been designed to allow cash sum and/ or any existing acceptable investments you may hold to be invested in a way that is tax efficient and offers the potential for growth, over the medium to long term.

Policy type

The Bond is set up as a life assurance  policy(meaning that the policy continues until the death of the last life assured). It can be written on the following bases:
Single life – There is only one life assured and when he/she dies the policy comes to an end.
Joint life last death – There can be up to 6 lives assured and the EIB policy comes to an end when the last life assured dies.

Availability

The bond is available to individuals*, companies and trustees,
*(as long as they are within certain age ranges).

Some restrictions will also apply to certain countries, please contact us if you are in any doubt.

Taxation

Our policies benefits from the tax efficient treatment enjoyed by offshore bonds issued in Bermuda.

Therefore any growth or income earned in your policy is not taxed. As an investor in the bond, all your investments are held within a single investment bond, so you have the freedom to switch investments at any time without having to worry about an immediate tax charge (apart from any withholding tax that may be deducted at source on income arising from investments held in some countries, that cannot be reclaimed by us).

You should remember that you may have a personal liability to tax, depending on the tax regime in your country of residence and we are unable to provide you with individual tax advice. We would always recommend that you speak to your financial adviser or tax professional about your tax situation before applying for, or taking action on, your policy.

 

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