There are some 34,000 offshore funds alone. Offshore-Rebates.com has tried and tested many of them over the years and uses its experience in the market to discern the top performing funds and how best to use them. We constantly review our recommended list and also use independent research to assist us with making fund selections.
Based on your investment criteria we will recommend the most suitable investment funds or, and only if appropriate, the best insurance company products. We will also substantiate our recommendations to you. We don’t hard sell and we don’t call round or hound you. We do give our clients all the relevant information they need, and we allow them to make informed decisions in their own time. Two-way dialogue is paramount to us and in this you will find us very informal, though no less professional for it.
Once action is agreed we can usually email or direct you to where you can download an application. Full instructions are given on how to complete and return these, together with any anti-money laundering compliance requirements. Our experience to date proves all works very smoothly indeed and you need have no fears about needing to meet.
All funds are transferred directly from your bank to the bankers of the institutions concerned. Offshore-Rebates.com does not manage your money, and never has access to it. Should you further have the need, we are also able to assist you to create offshore trusts or if needed, offshore companies. We do this by referring you to fellow professionals. These we have either worked with before and know to be reliable, or have come to us via referral from trusted sources.
Offshore-Rebates.com also monitors your investment portfolio on an ongoing basis and advises you of when and how to switch to a market or asset class that may be performing better. This helps to keep you in the right place as different markets become more mature or overbought.
Where we really differ from the pack is that we increase your investment by either discounting our commission from the front-end fee you would normally pay, or by enhancing the rate of allocation to your investment. Many of our clients save at least 40% of the standard charges they would have paid by not using us. This is actually a false picture because we tend to use cheaper products than most advisers recommend, so our clients tend to save even more. This can make a large difference initially but as time rolls by the benefits to you can compound enormously. That’s the miracle of compound interest!
Send us an e-mail. If you know what you want then we will almost certainly be able to obtain and discount it for you. If you don’t know exactly what you want, just tell us as much background as you can and if you miss something we need we’ll ask you for more information. We don’t believe in locking people into long-term inflexible plans so things can always be changed if your circumstances alter.
