Case Studies

Case Study

Our client has a lump sum to invest immediately with the prospect of additional, but unpredictable sums to invest in the future.

Our client is a sales manager working in the Ukraine. She receives a small monthly salary and profit-related bonuses two or three times a year. Security is important for everyone, but even more so in her situation, where the banking system is insecure for people who do not have access to legal protection in the event of theft or embezzlement. What’s more, any investment outside the Ukraine must remain confidential as citizens of that country are not permitted foreign bank accounts. Our task was to find a secure medium-to-long-term investment fund for her money that offers full access to cash by the time she reaches 50. Our solution offered her an investment product that provides access to a wide range of high performing funds, a secure environment for her savings and the confidentiality that she needs.

Lump sum investment solutions for expats

She has now made an initial investment into funds of her choice and will top this up as she receives additional bonuses. We will review her investment together every three months.

The financial institution’s location in the Isle of Man means she has the additional peace of mind that her investment is protected by the Compensation of Policyholders Act.

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