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…
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Lowest establishment charges*
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Best illustrated returns*
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Cash holdings utilised
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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.
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Investment Choice
With Global Select, your clients can build a bespoke investment portfolio from a wide range of:
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Funds
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Exchange Traded Funds
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Shares
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Fixed-Term Deposits
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Fixed Interest Securities
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Structured Products
For your clients
Global Select provides your clients with the opportunity to…
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Build a bespoke investment portfolio to meet their financial needs
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Transfer existing assets from elsewhere, without being out of the market
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Appoint an investment advisor or discretionary investment manager
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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.
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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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