Investing - Investment Products

“Investment Products are used as vehicles to reach
the desired financial destination”

Financial objectives can be achieved by investing on a regular basis (such as monthly, quarterly, half yearly or annually) and single lump sump investments or a combination of both.

Depending on the Financial Company product, flexible monthly investments usually start from USD150 or from 500pm (or currency equivalent) and lump sum investments starting from USD2,000 or from USD100,000 (or currency equivalent).

Method of investment: Visa and Master Card, Telegraphic Transfer and Direct Debit/Standing Order Instruction. Some companies will absorb the fee for Credit Card transactions. The transactions are sent directly to the Financial Institution.

The financial companies usually accept Sterling, US Dollars, Euros, Australian Dollars and Yen. We also have access to products that accept over 25 different currencies.

The valuations are given to our clients on our regular meetings. In addition, all prices of funds/programs are available in major financial newspapers and or over the Internet. We are able to send valuations Electronically to you, as frequently as you wish.

There are products that offer investments in one fund of a single manager, a number of funds of one manager, Multi Manager Accounts and Personal Portfolio Accounts. (please see Value for Money).