Introduction
Section navigation
Quick facts
- USD 280 per month min
- 7 plan currencies
- 100-102% allocation
- Starter bonus
- Loyalty bonus
- 350+ funds
Affordable, flexible, regular savings for the offshore market
Our savings plan is a quality product for clients who wish to save for the future regularly but flexibly - perhaps to supplement their savings outside of pensions or other tax-advantaged vehicles. It provides the potential to build up cash for substantial future expenditures, such as paying school or university fees, or supplementing income in retirement.
What’s more, it's far from being an unknown quantity. Based on one of our previous high-selling plans that advisers loved so much, it offers a whole new range of benefits to make it even more of a flagship product.
Our Regular Savings Plan is simple, affordable, accessible, and opens the way to investing in a high quantity of quality funds from world-leading managers. And, these are real funds: in line with our commitment to integrity and plain dealing, we don’t try to dazzle your clients with mirror funds. We also pass on fund discounts.
All in all, it's a savings plan that can be offered to your clients with confidence.