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You have a choice of two methods of investing:
- The JJI-Platform when you wish a mangement service
- Execution Only when you simply want to purchase an offshore fund on your own initiative.
A. Via the 'JJI-Platform'
our Discretionasry Management Service
This involves a thorough analysis of your present situation with regards to career, family, future plans, current investment holdings, your attitude to risk, and other pertinent matters.
Financial goals are established and we supply a comprehensive report with our views on how they can be achieved.
After agreement on this, plans can be put into effect and progress monitored both by you and by us.
The basis of this service is the 'Personal Investment Report'. This is the foundation upon which we build all our recommendations and which serves as a 'road map' for future re-assessment and for monitoring progress.
Your Personal Investment Report
The Personal Investment Report is our 'Flagship' service for new clients. It is your recommended method for purchasing and managing your offshore investments when:
1. You have acquired at different times and/or different places, a 'portfolio' of
miscellaneous investments for which you would like confirmation that they are still balanced
and integrated towards meeting your financial goals
2. Your goals may have changed perhaps due alterations in your circumstances, tax changes
or for many other reasons.
3. You are a new expatriate and/or a new investor and wish to make sure that as you
correctly assess your objectives so that you make progress towards achieving them.
The Personal Investment Report is the ideal vehicle to help you address these areas, 'take
the pulse' of your financial plans and make any changes that seem appropriate.
There is absolutely no charge for your Personal Investment Report. So why do we do something for nothing? Simple: the service is so well appreciated that we often gain clients for life. If the report shows you will benefit from changes in your portfolio we should hope to handle them for you.
Even at our discounted rates we inevitably earn commission - which, by the way, is declared to you by John Jenner International so you are never kept in the dark about how much you pay for our services.
Even where no suggestions for investment changes are put forward, you have the satisfaction of having had positive confirmation that you are on the right lines and you may well direct future business through our discounted services.
HOW IT WORKS
We provide a truly in-depth investment report.
The report is based on the details you provide by completing our Client Profile questionnaire and it covers:
A. All areas pertaining to your current financial planning position and future objectives
B. Step-by step recommendations and strategy for implementation
C. Recommendations on offshore funds, ETFs, Stocks and other investments. Our wealth of
experience, our independence and access to the best quality funds and fund groups
means that you have the choice of the investments appropriate to your needs.
Once you have that report you keep it to serve not only as a record but as the basis for future decisions so that you can take advantage of changes in markets and in your own goals.
Perhaps the most important aspect of the progrmme that results from the Report is that it is
flexible. We monitor the progress and changes in the investment scene so that we can recommend revisions should they seem advisable.
To complete your Client Profile Questionnaire.please click HERE
What exactly do you get?
We make your report as thorough and as comprehensive as we can. A full appraisal of your current situation is assessed. The assessment includes due consideration of any extra information you have provided.
If appropriate, new recommendations aimed at achieving your objectives are put forward.
All relevant brochures, details, fund history data, and application forms are included. You can then, in your own good time, assess the report, ask any questions that occur to you and/or ask for the recommendations to be put into effect.
How objective is the report?
Completely objective.
John Jenner International (JJI) does not exclusively represent any insurance company, bank, fund management group, mutual fund, brokerage house or any investment company whatsoever.
We are completely independent investment advisers, and not fund managers. We do not run any in-house funds, nor market any in-house products.
When we recommend a fund, an ETF, equities or any particular product, it is because we believe it to be amongst the best of its type and suitable to help you achieve your defined objectives.
Independence is important to us and we wish to protect it!
But, be prepared.
In our quest for open, honest, independent and genuine advice, some of our recommendations on parts of your investment portfolio may not be as complimentary as you might like.
Nevertheless, isn't that the type of advice that is likely o be of most value?
How confidential is the report?
Today, with all the publicity about information loss and identity theft, we know that you will client confidentiality as being of prime importance. We guarantee to you that your details are never disclosed to any third party. You and only you yourself will disclose any personal details on any investment application to any investment group. We would not wish to betray your trust and deny ourselves the potential of your future goodwill.
To ensure security all exchanges of messages that include confidential material will be by encrypted email.
How detailed?
We try to ensure that as far as is possible, we will put you in a position of being able to think, decide and act on your investment strategy after you have studied our report. You will receive all necessary prospectuses, histories, fund performances or data that can be obtained on a recommended investment product.
Is there any follow-up?
Yes. For our part we view preparation of your investment report as the start of an on-going relationship. As time goes on we shall supply updates with information on the progress of your investments and possibly suggest necessary changes.
For your part it will benefit you to let us know about any major changes in your situation that might impact your financial plans.
What is the procedure?
Complete and submit a Client Profile Questionnaire. All information is treated in the very highest and strictest confidence As mentioned above, your email address will never be passed to anyone else without your permission and no mailing lists are available to any outside agenvy.
Your detailed report is sent to you without your entering into any commitment or obligation. This report includes our recommendations specifically designed to meet your stated objectives. We suggest that in an ever changing financial environment, you take immediate action either by asking us for more information about our recommendations or by asking for them to be put into effect.
If you would like us to prepare a Personal Investment Report for you please complete our Client Profile and the full report will be returned to you without delay. Our philosophy is that if you do not accept our suggestions this can only be because we have either failed to understand your needs or have failed to explain our solution properly.
This philosophy ensures that the service carries no obligation but instead, if we do our job well, earns us your goodwill in the years to come. We look forward to being of assistance to you or to anyone else of your acquaintance.
To receive your Client Profile form for completion and retuirn, please click HERE.
Remember, this is a free service. Completion of of your Personal Investment Report places you under no obligation whatsoever.
DO IT NOW AND ENSURE THE BEST RETURNS ON YOUR MONEY
B. Execution Only
Is where you know just what you want to buy without requiring analysis or advice.
You tell us what fund(s) you want to buy and we shall inform you of the discounts available, supply relevant application and money laundering forms, etc.
Where there is, as is usual, an initial charge we will arrange a discount, normally 2% to 2.50% by way of an additional unit allocation. The compounding of the additional value this boosts growth over the years.
Use our 'Send us Your Query' form to let us know the funds and amounts in which you are interested.
N B — Payments are never made to John Jenner International —always directly to the fund
or company that issues the product. |
Investing a Lump Sum
