Global Select

Better for your clients. Better for you.

Designed by you

With over 35 years of experience in delivering savings & investment solutions to the clients of financial advisers around the globe, we know a thing or two about product design.

Global Select – our new, single premium, open architecture proposition, has been developed in conjunction with investment & advice specialists from around the world to provide your clients with even more investment choice, freedom & flexibility.

Following feedback

Global Select has been designed with your feedback in mind, incorporating…

Lowest establishment charges*

Best illustrated returns*

Cash holdings utilised

Improved flexibility for revenue

*Versus peers, using publicly available data, as at 30/11/2023

Supporting the advice process

We have produced  an extensive library of Global Select product literature, to support you in the advice process – visit our literature library & take a look.

 

Library

Investment Choice

With Global Select, your clients can build a bespoke investment portfolio from a wide range of:

Funds

Exchange Traded Funds

Shares

Fixed-Term Deposits

Fixed Interest Securities

Structured Products

For your clients

Global Select provides your clients with the opportunity to…

Build a bespoke investment portfolio to meet their financial needs

Transfer existing assets from elsewhere, without being out of the market

Appoint an investment advisor or discretionary investment manager

Invest as a settlor of a Trust/Personal Pension Scheme for tax & estate planning

Portal access

All Global Select business will be submitted & administered through our brand-new, online portal.

Pre-registration is required prior to accessing the portal.

 

Portal

The ultimate
investment solution

New to offshore investment bonds? Find out more about the benefits of Global Select for your clients.

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