Negotiated institutional discounts enable the portfolio managers to trade efficiently. The cost of switching holdings, liquidating and repositioning assets is greatly reduced. In addition, reduced minimum entry levels apply for many of the specialist funds to which they have access. Importantly Trust arrangements are often provided at zero cost to the Portfolio Bond provider in order to assist investors with estate and Inheritance Tax planning issues. Key Features Summarised Consolidated administration and reporting for the investor.
Tax sheltering via the custodians domicile in a recognised tax haven.
Confidentiality provided via third-party custodianship. Significantly discounted entry fees on offshore funds. Reduced entry levels to more specialist investments, including hedge funds. Increased investor mobility due to reduced switching costs and easy dealing. Free Trust arrangements for estate planning purposes.