Clive Evans IFA - Investments and Savings

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Clive Evans IFA and Investments and Savings

Investments and Savings

Capital Investments

Wealth / Portfolio Management

Savings and Investments
Clive Evans IFA and Hansard Europe

The Hansard Europe Capital Builder

Some investment plans follow a hard and fast course with little scope for change. The Capital Builder from Hansard, leading providers in the offshore field, takes the opposite tack

You are at the helm!

It offers a highly flexible way to put something by, to help realise your dreams for the future.

Your money is not locked up, and you can access it in a variety of ways including a regular income facility. Designed as a medium term investment structure taking both single and regular investments, the Capital Builder can incorporate a choice of over 60 asset-backed investment funds.

Hansard Policy Structure

The Hansard Europe contract is structured as a life assurance contract issued in the Republic of Eire, and therefore provides the following features:

Tax exemption for clients who are non-resident of Eire, No income or capital gains tax is levied on life funds.
Significant tax advantages in most European countries.
Hansard policies offer the ability to invest in any major currency, denominate the investment in any currency, switch currencies and take benefit in any of 22 major currencies.
Hansard policies offer the ability to contribute via several methods including cheque, bank transfer, credit card, International direct debit [regular], and Automatic bank transfer [regular].

Call or E-mail Clive Evans IFA today for further details.

Application Forms

The following application forms are in Adobe Acrobat format, and can be downloaded and printed.

Bank instruction letter (Euro payments)

Bank instruction letter (non-Euro payments)

Capital builder Application form

Credit Card Authority

Direct Debit Form (For Sterling A/cs only)

Client website application form

Switch/Redirection form

A Top-Up form

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Capital Investment
Clive Evans IFA and Friends Provident International

Friends Provident International Investment Bond

Friends Provident was founded by Quakers in 1832 and has become one of the most progressive and successful UK based insurance and investment groups. With subsidiaries and affiliates in 13 countries managing assets of around £34 bn., Friends Provident is a leader in the world-wide life assurance and investment market.

Friends Provident International is based in Guernsey. Their International Investment Bond is a lump sum investment structure, which can be denominated in Euro, Sterling or US dollars. It is designed to operate over the medium/long [5-10 year] term, and is extremely flexible.

There is the potential for real capital growth with a choice of risk levels, from four different investment managers and a wide range of offshore funds are available. These funds can be switched at will up to 12 times a year, at no charge, and the recommendation will be reviewed annually.

Friends Provident Policy Structure

The contract is structured as a life assurance policy issued by Friends Provident International in Guernsey and therefore provides the following features:

Tax exemption for clients who are non-resident of Guernsey or the UK. No income or capital gains tax is levied on life funds.
Complete confidentiality

Call or E-mail Clive Evans IFA today for further details.

Application Forms

The following application forms are in Adobe Acrobat format, and can be downloaded and printed.

International Investment Bond Application form

Financial Advisor authority and own initiative statement

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Wealth / Portfolio Management
Clive Evans and Berry Asset Management

Just ask yourself the following 13 questions.

Do your investments and savings add up to over $ 250,000?
Were these investments made on an "ad hoc" basis over a number of years, and not coordinated?
Do you receive too much paperwork, and either dislike it, or feel that it’s really too much for you?
Are your investments handled by several advisors, rather than coordinated professionally?
Are you unhappy with the quality of investment advice that you are currently receiving?
Do you feel that your portfolio would be better managed directly by a full time portfolio manager using "state ate of the art" research tools?
Would you prefer to receive personal attention, backed up by regular quality investment reports from your advisors?
Would you like better investment returns than you are getting?
Would you prefer to have your investments linked together in a manner providing you with the best degree of efficiency, access and confidentiality?
Is it important that, when you die, your assets pass directly to your family with the minimum administrative hassle and the lowest possible liability to taxation?
Are you concerned that, when required, you will receive regular income payments from your investments and that your bank accounts are adequately funded for your needs, with the lowest possible liability to taxation.
Is confidentiality an important issue to you?
Overall, do you feel that your current arrangements could be easier to understand?

If the answer to any of these questions is YES, then relax, you are not alone!

In response to this clear demand, Clive Evans IFA have got together with Berry Asset Management, London, to devise an effective solution, designed specifically for people like you!

Call or E-mail Clive Evans IFA today for further details.

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