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Keeping Expatriates
Informed...
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First and
foremost, please let me take
this opportunity to wish you a
happy and prosperous New Year
from all of us at Candour
Consultancy!
As many of our regular readers
will be aware, every January we
put together several special
offers to help those expatriates
who have made financial New
Years’ resolutions.
This year, we include offers for
those looking to save for house
deposits, the repayment of a
mortgage, their retirement or
their children's future
education fee costs. We have
also included offers designed
for those looking to invest and
those looking to take out life
assurance to protect their
family or their mortgage.
Details of these offers can be
found below.
Please
Note:
All the rebates/enhancements we
are offering are cash based
rather than ‘initial units’ and
therefore are of benefit to your
policy rather than simply being
a marketing gimmick like most of
the ‘special offers’ which offer
up to 165% allocation – how
could these companies really
afford to give you 165% of what
is invested!
Best regards,
Managing
Director
Candour Consultancy
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Offshore Savings, Pensions, and School Fees Plans
For monthly contributions of US$
500 per month (or currency equivalent) or more and a
savings term of at least 10 years, we will double the
first contribution* This is an excellent way to
kick-start your New Years’ savings!
This offer applies to both new
applications and top-ups on existing policies.
Life Assurance
For sums assured up to US$ 500,000
(or currency equivalent), the first premium will be
rebated to the policyholder. For sums insured in excess
of US$ 500,000 (or currency equivalent), the first two
months premiums will be rebated to the policyholder.
This offer applies to both term
assurance and whole-of-life policies. Critical illness
cover can be added to the policy if required.
Investments
For investments of at least US$
50,000 (or currency equivalent) into an offshore bond,
we will add an additional 1% to the investment so 101%
of the investment sum is actually invested on your
behalf.
This offer applies to additional investments into an
existing bonds as well as new investments.
Candour Consultancy has built a reputation
as one of the leading independent financial
and insurance consultants to both the
corporate and
individual sectors. As impartial offshore
advisers, Candour provides complete financial
planning and wealth management solutions
based on the personal nature of our service
and our extensive knowledge of the offshore
market.
Whilst the primary goal of our newsletter
is to introduce you to the services Candour
has to offer, we'd prefer to put you in
the picture even if you do not wish to do
business with us. As such, the newsletter
will link you to a wide range of articles
offering sound
advice on all aspects of offshore finance
and your tax liabilities as an expatriate.
Please feel free to view these articles
at your leisure without obligation.
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