GLOBAL WEALTH OPPORTUNITIES
INTRODUCTION Finesco Capital Management was founded in September in Labuan financial territory 2005, an Offshore district of Malaysia, which has been granted special status for the provision of financial services. Our independent status all to provide clients with the most appropriate product and services from leading boutique investment managers. The services we offer covers all aspects of life insurance, retirement and bespoke investment solutions for personal and corporate schemes. Many of our clients require personal wealth management, others include their business or company requirements that may include Group Health Insurance, Group Retirement Schemes, Key Man Insurance, Shareholder and Partnership Protection.
GLOBAL OPPORTUNITY Many customers approach us via referrals and We have created an environment to ensure request to review their existing arrangements you have access to whole of market services and review their financial outlook and to and support globally provide management services that includes full financial planning. This is an ideal time for individuals and business owners are in a secure place and It is our belief based on years of experience, being managed by the right people and that is an advisors responsibility to engage having the security of a long standing with clients to help guide them through the company with a historic reputation with huge volume of changes which continue to international investment partners. effect the offshore and International markets.
RELATIONSHIPS Individual and Corporate Wealth Management is more than a simple annual visit: It is about building a trusted long -lasting relationship. We aim to protect and enhance client's assets by creating a true bespoke financial plan Facilitating an individual tailored plan for you or your business Our Mission “To deliver professional independent professional advice which protects and enhances our clients assets with the ultimate goal of building long standing business relations with the client”
OUR PROCESS IMPLEMENTATION CONSULTATION Select product STAGE 3 STAGE 1 Introduction to the Company Complete product documentation Identify Goals and Objectives Process applications ADVICE CONTINUATION Assess objectives STAGE 2 STAGE 4 Review plans and clients circumstances Review current plans Periodic valuations Research and create strategy
OUR SERVICES via our International Regulated Partners Individual Lifestyle Protection Personal Investment Personal Retirement • International Private Medical Care • Portfolio Review • Pension For All Generations • Individual & Family Life Assurance • Regular Savings • Self-Invested Pension Plans • Critical And Serious Illness Cover • Single Premium Investments • QROPS • Income Protection • OEICS, UCITS, UTS • QNUPS • Personal Accident Cover • Investment Trusts • Annuities • Long Term Care - Planning & Solutions • Investment Bonds • Review & Consolidation Service • Platforms • Retirement Income Structures • Tax Efficiency & Mitigation • Trust Investigation Management • Discretionary Portfolio Management
…continued Corporate Arrangements (Offshore) • Directors Remuneration • Directions Pensions • Group Pension Plans • Group Protection Plans • Group Health Schemes • Partnership Protection • Company Investments • Company Formation • Company Bank Account Introductions • Company Individual Bank
INVESTMENT PARTNERS
INVESTOR PROTECTION - ISLE OF MAN • It is important to know that your savings and investments are protected. • Isle of Man is recognized as a well-regulated offshore finance center by the international monetary fund. • A provider must provide three layers of Protection • Segregation of assets- 100% of all customer assets are ring fenced in the long-term business fund. • Solvency and Reporting. A Provider has to hold minimum solvency margin of 0.25% of the value of liabilities for ‘linked’ business (i.e. portfolio bond or regular savings plan) and 1% value of ‘non-linked’ business (i.e. term assurance). The solvency margin is the difference between what a Provider owns (their assets) and what they owe (their liabilities). Most companies currently operate at well above the solvency margin. • Compensation Scheme. If a shortfall in the assets backing a provider's liabilities were to occur, the customers are protected by The Life Assurance (Compensation of Policyholders) Regulations 1991. This provides customers with up to 90% protection if a Provider were unable to meet their liabilities.
WHAT IS A COLLECTIVE INVESTMENT?
WHAT IS THE BENEFIT OF A POOLED INVESTMENT? More investment opportunities • By pooling your money with other investors you can take advantage of investment opportunities more easily than if you bought the individual assets yourself. • The value of investments and the income from them can go down as well as up so you may get back less than you invested. Managed by experts Fund managers use their knowledge, experience and research to help your money grow and provide you with an income if required. We go deeper to find the most exciting investment opportunities for you. With experts across the globe, carrying out on-the-ground research, all fund managers work out which funds have the potential to outperform the rest. Spreading the risk As your investments are invested across a number of different companies, you don't have to rely too heavily on the fortunes of any one company.
PARTNERS Investors Trust Assurance SPC (“ITA”) is an international insurance company licensed and regulated by the Cayman Islands Monetary Authority. ITA has gained a leadership position in the international insurance markets by specializing in the provision of investment–linked insurance products and first class customer service. ITA is rated “Secure” by A.M. Best Company.
PARTNERS With a presence in more than 40 markets around the globe and offices established to serve those markets, Investors Trust is a leader in the international investment world.
PARTNERS 70,000 Policies At RL360 we provide the best of both worlds. We are a $11BN Assets under mgmt. young, dynamic company but offer the reassurance and 339 Members of staff security of being part of International Financial Group Limited (IFGL), with 70,000 policies, over US$11 billion of assets under administration and 339 staff. Other companies in the group include: RL360° Services On 1 December 2015 IFGL acquired CMI Insurance Company Limited (CMI) from Lloyds Banking Group. CMI was rebranded RL360° Services and currently operates as a closed book of business. Ardan International In December 2016, IFGL acquired award-winning Ardan International. As the first multi-currency, independent wealth platform designed exclusively for international Advisers.
PARTNERS Hansard International’s Universal Personal Portfolio (UPP) is an open architecture bond which gives you versatility. With the help of your independent financial advisor, you are able to select the assets of your choice, linking to a cost efficient bond that enables you to increase the diversification of your investments. UPP provides you with: • Access to Equities and Fixed Interest Securities on major recognized stock exchanges • Access to authorized Mutual Funds and other Collective Investment Schemes domiciled in a range of jurisdictions • Institutional subscription rates when selecting mutual funds and Collective Investment Schemes, meaning that you benefit from Hansard’s institutional purchasing power • Online dealing through your independent financial advisor, from an extensive list of assets which we already hold • Secure online access through Hansard Online enabling you to monitor and manage your contract 24/7.
PARTNERS Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services.
PARTNERS PRESTIGE ASSET MANAGEMENT LIMITED IS AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY (FCA) PRESTIGE ASSET MANAGEMENT LIMITED IS A MEMBER OF THE ALTERNATIVE INVESTMENT MANAGEMENT ASSOCIATION (AIMA) PRESTIGE ASSET MANAGEMENT LIMITED IS A MEMBER OF THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT (CISI) PRESTIGE CAPITAL MANAGEMENT LIMITED IS AUTHORISED AND REGULATED BY THE MALTA FINANCIAL SERVICES AUTHORITY (MFSA) PRESTIGE CAPITAL MANAGEMENT LIMITED IS A MEMBER OF THE MALTA FUNDS INDUSTRY ASSOCIATION (MFIA) PRESTIGE FUND MANAGEMENT LIMITED IS REGISTERED WITH THE CAYMAN ISLAND MONETARY AUTHORITY (CIMA) SELECTED FUNDS ARE REGISTERED WITH THE MONETARY AUTHORITY OF SINGAPORE (MAS) SELECTED FUNDS ARE REGISTERED WITH THE MALTA FINANCIAL SERVICES AUTHORITY (MFSA) SELECTED FUNDS ARE REGISTERED WITH THE COMMISSION DE SURVEILLANCE DU SECTEUR FINANCIER (CSSF) Mission: To provide investors with a genuine alternative inflation hedge in an increasingly uncertain and volatile world.
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