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1. DISCOUNTS ON OFFSHORE FUNDS (Execution Only) *
Most offshore investment funds carry an initial charge (front-end-load) of 5.00% to 5.50%.
Where our client wishes simply to purchase a fund or funds of his choice without asking us for recommendations or advice we can arrange a lower initial charge.
Typically, a front end charge of 5.50% will be reduced to 3.00% and the saved 2.5% is added to our clients’ investments.
Suppose you invested 100,000 (currency irrelevant). Your initial investment would then be 102,500. Over the years, this can make a big improvement in the return on investment.
We can arrange the purchase and prepare the relevant documentation.
If you use our advisory service, discounts may, depending on circumstances still be available. If you have decided on a fund, perhaps from your own research, Please use our 'Send us Your Query' form to let us know the funds you are interested in.
We will reply with confirmation of what is being ordered, details of any money-laundering requirements and how to make payment direct to the mutual fund, unit trust or insurance company.
* ‘Execution Only’ is nothing to do with Ann Boleyn and Henry. It is where a client has decided what
he/she wants to buy and requires no investment advice.
Why not simply buy direct? Because fund companiers will not grant the discounts that are available to a broker such as John Jenner International Limited.
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