Who Is The Flexible Trust Account For

Who Is The Flexible Trust Account For?

The FTA is available for any financial adviser advising expats – any location or nationality.

The scheme was originally a UK based trust. We now have Hong Kong trustees as the terms are more favourable even though the regulatory regime is just as stringent.

As the FTA can be used in virtually any country by any nationality, it is fully portable as clients move country and continent.

As an adviser if you have a client that you think would benefit from the FTA, simply send us the following details:

 - your client reference

 - client date of birth

 - client country of birth

 - client country of residence

 - amount to invest

 

We then provide a complete report to present to your client. (For significant clients we’re available to attend joint meetings if required.)

Once the client’s happy with the report, we open an account, and the client transfers in funds or assets.

As their adviser you can be as involved as you wish, but we have administrators to take the hassle if you wish.