THE GUARANTEED FIXED RATE PLAN
A fixed rate account with guaranteed rate periods of 3, 5, and 7 year options—with the ability to diversify into multiple guarantee periods.
PLAN FEATURES
PLAN BENEFITS
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Jersey trust participation
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100% allocation, no initial sales charge
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24/7 web reporting
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Renewable at maturity for the same or any other available guaranteed Fixed Rate Plan duration
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Investments of USD 500,000 or more receive a higher interest rate
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Liquidity options
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Guaranteed Wealth Transfer Value
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Flexibility to choose one or more guarantee period and lock-in rates.
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Penalty free liquidity options after the first year and full liquidity after 3, 5, and 7 years in the corresponding Fixed Rate Plan.
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Seamless wealth transfer to your beneficiaries without the hassle of a lengthy and expensive probate.
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Owning your investment plan in a sub-trust outside of your own country in a safe jurisdiction like Jersey (Channel Islands) can help diversify your assets and protect your wealth from currency fluctuations or other economic risks in your country of residence.
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Flexible Ownership - Individuals, Companies/ Partnerships/LLCs and Trusts can own a sub-trust to hold one or more investment plans.
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There are no upfront charges in this plan. 100% of your contribution is allocated by the Trustee to the Fixed Rate Plan you choose.
HOW IT WORKS
Maintain the same 5-year rate over multiple guarantee periods.
Select the fixed rate guarantee period you desire and have the option of renewing at prevailing rate for 3, 5 or 7 years
Interest rates shown here are hypothetical and should not be used as an indicator of current or future rates.
BROCHURE