GUARANTEED FIXED-RATE PLAN
A fixed-rate account with guaranteed rate periods of 1, 2, 3, and 5 year options—and the ability to diversify into multiple guarantee periods.
The same rate applies to all guarantee periods.
PLAN FEATURES
PLAN BENEFITS
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Jersey trust participation.
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100% investment allocation; no initial sales charge.
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24/7 Web reporting and account access.
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Renewable options for the same or other available guarantee period.
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Investments of US $1,000,000 or more, receive a higher interest rate.
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Flexible investment additions without starting a new set of redemption charges.
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Liquidity options.
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Wealth transfer value.
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Guarantee period and rate lock-in flexibility.
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Penalty-free liquidity options after year-1, and full liquidity after year-5.
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Seamless, hassle-free wealth transfer to beneficiaries with more expedient and affordable probate.
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Purchasing an investment plan within a safe jurisdiction can help diversify assets and protect wealth from currency fluctuations and other economic risk that may otherwise occur in resident country.
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Flexible ownership: individuals, companies, and Trusts can qualify as investment plan owners.
HOW IT WORKS
Maintain the same 5-year rate over multiple guarantee periods.
Select a desired fixed-rate guarantee period with the option of renewing for 1 year at prevailing rates at year 1, 2, 3 or 5, or locking-in rate for 2, 3, or 5 years.
Interest rates shown here are hypothetical and should not be used as an indicator of current or future rates.
BROCHURE