Client investments grow virtually tax free as no taxes are levied on offshore funds.

The main fund asset classes used for diversification of risk and liquidity are

Cash funds include money market funds, bank deposits, fixed term deposits, building society deposits and certificates of deposits.

Bond funds include Government bonds, corporate bonds, mortgage backed securities and other debt instruments.

Equity funds include stock funds, mutual funds, hedge funds, property funds and commodity funds.

Funds may be structured in a combination of cash, bond or equity funds, in either a single or regular investment programme, dependent upon individual client needs. Switching between funds can be done at any time, usually without charge.

For corporate and individual clients with stand alone funds and / or individual stock holdings, offshore asset and portfolio management programmes can be constructed. These portfolio programmes provide a single tax efficient investment structure or “wrapper” which can hold all client securities and funds inside. Apart from regular ongoing advice and statements, clients individual investments grow virtually tax free and as they are in one place, keeping track of them is much easier.