FREQUENTLY ASKED QUESTIONS
$500 a month for monthly investments and $35,000 for lump sums.
Institutions like Goldman Sachs, Morgan Stanley, Black Rock, iShares, HSBC and countless others.
You can either put the policy in your wife or husband's name (if they are non-American) or go with a company that helps you file American taxes on investments. Our consultants will explain these options in detail to you. See our page on US exposed persons in the navigation menu.
We charge 1% on most portfolios but 0.5% on accounts above $500,000. We have access to funds charging as little as 0.03% per year.
There is 24/7 secure online access via dedicated provider portals.
It is up to you; however, markets and investments can go up or down. So being invested for 10+ years makes more sense.
We have clients from different nationalities all around the world, in over 100 countries.
A combination of the personal touch and investing in technology. We can offer clients more cost-effective options due to our structure, but you will still be assigned an advisor who will respond to your emails or WhatsApp messages without hours.
Just like everything else we do, it can all be done online. and instructions are submitted securely.
Usually US Dollars(USD), Euros(EUR), British Pounds(GBP), Australian Dollars(AUD), Norwegian Krones(NOK), Swiss francs(CHF).
We've managed a fairly consistent average of 8% per annum up to now.
① An online application form. ② We also need proof of identity such as ID card and passport. ③ Proof of address dated in the last three months. Utility bills and bank statements are accepted.
Credit or debit cards are accepted, alongside bank transfer. WeChat is not accepted. TransferWise is accepted for monthly investments.
