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 Shorter Term Investment
Clive Evans IFA and PATF
Beat the bank with The Protected Asset TEP 2 Fund (PATF 2)
If you're searching the Investment Oceans for a stable and secure investment opportunity, then set your sights on The Protected Asset TEP2 (Traded Endowment Policies) fund
The original PATF 1 fund launched in March 2001, in GBP, aimed primarily at institutional investors , is now established as the clear leader in its asset class. Despite turbulent investment markets, The Protected Asset TEP Fund has weathered the storms and proved a safe haven for investors looking for underlying capital security with the potential for an investment return better than cash on deposit
With an impressive investment return of over 52 % since launch, over 26% last three years, and 8% last year, and a fund price that has never gone down, this has set the standard in low –risk investment vehicles.
The retail PATF 2 version launched in GBP December 2003, with USD and EUR versions May 2004
End April 2006 Fund Prices
£ 1.2524 : +25.24 % since launch, last year 8.3%
$ 1.1545 : +14.69% since launch, last year 7.9%
euro 1.1539 : 15.39% % since launch, last year 7.94%
Compare this to money on deposit at the bank!
Click here for Historic Fund Price list and current Investment returns
Key Points
- No bid/offer spread
- Investment can be held for any period long or short (minimum one year)
- Easy to apply
- Available in Sterling, USD or Euro
- Non Equity based, built in capital guarantees
- Minimum investment only GBP 10,000, USD/EUR 15,000
For further details take a look at the PATF Website and contact Clive Evans IFA.
Application form
Telegraphic Transfer form
Current fact sheet
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 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
A declaration of residence outside Ireland
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
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 Wealth / Portfolio Management
Clive Evans and S.C.Davies & Co.
Many of our clients have now reached the point where, by working closely with us, they have built a substantial asset base and are looking to concentrate on the next phase of their plan, enjoying the money!
Others, having built up assets elsewhere, often in several different investment structures, feel that they also need a more personal approach to their accumulated capital.
In both cases, the answer is wealth management the art of getting the most of your wealth.
In simple terms, most structures that are excellent for creating wealth [planning phase 1] are not always suitable for managing wealth [planning phase 2].
What works great for regular savings of USD 3,500 per month doesn’t necessarily work so well for USD 500,000!
- 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?
- Do you receive too much paperwork that doesn’t mean much to you?
- Would you like your investments to be coordinated professionally by a trusted independent adviser, rather than be handled by several?
- Are you happy with the quality of investment advice that you are currently receiving?
- Would you prefer to receive personal, face to face attention by experienced decision makers, backed up by regular written reports?
- Would you like better investment returns than you are getting?
- When you die, will your assets pass directly to your family with the minimum administrative hassle and the lowest possible liability to taxation?
- Will your regular future income from your investments have the lowest possible taxation?
- Is confidentiality and discretion an important issue to you?
- Overall do you feel your current arrangements could be easier to understand?
- Did you know that you could have your own investment manager creating bespoke solutions just for you?
Most people feel that the benefits of individual investment management and private banking are the preserve of the super rich.
We take the view that any individual with more than $250,000 to invest has achieved significant success in their chosen field and deserve the performance and personal attention offered by the World's finest investment firms.
With this in mind, we are delighted to have developed a close working relationship with a leading London based provider of investment management and private banking services - S C Davies & Co. Ltd (SCD). SCD are a highly regarded specialist boutique firm looking after the affairs of people based all over the world, many just like you!
SCD’s services can be used in conjunction with Isle of Man or Swiss based structures to provide a full range of offshore benefits.
Contact Clive Evans IFA to talk through the process, as a part of which, we will be happy to arrange an introductory personal meeting with a director of the company.
In the meantime, do visit their website at www.scdavies.com to learn more.
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Call or email Clive Evans IFA : Tel no:+33 4 93 34 36 00 or email: contact@clive-evans-ifa.com
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All rights reserved.
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