While we acknowledge that there will be a need at times for more complex Life Insurance issued, tax effective WRAP type structures, there is also an increasing demand for straight forward, easy to understand and cost effective direct Investment Platforms.

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Investment Platform: We are pleased to announce our partnership with Ardan International Platforms.

 

Ardan International is an Isle of Man based International Wealth Management Platform and is part of the International Financial Group Ltd.

 

Ardan is licensed by the Isle of Man Financial Services Authority with licence number 1365.

 

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Investment Platform – Flexibility with security

 

At its heart, the platform is a secure online location where all your investments can be held and viewed in one place.

 

The platform has no commission costs, no exit costs, no lock in periods, lower ongoing fees (and potentially lower custodian and dealing fees) in exchange for a simple annual fee. The platform is secure and uses tried and tested technology developed by one of the world’s largest software companies – increasing efficiency and lowering the cost of the overall proposition.

 

Perfect for the internationally mobile investor.

 

Read the Top 7 Reasons to use our preferred International Investment Platform 

 

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Investment Platform – Why should I chose the Ardan Platform?

 

A SAFE & COST EFFECTIVE HOME FOR YOUR INVESTMENTS

 

• The Ardan Platform has been designed to put you & your adviser in control of your investments. The online technology allows your adviser to manage more processes, helping to keeps costs competitive

 

• Transparent, Clear Pricing Schedules with Low Cost Dealing Fees

 

• Access a wide range of global fund managers

 

• You can use investment providers in the form of model portfolios and Discretionary Fund Manager structures from some of the leading names in investment management

 

• A safe and Cost-effective home for your investments

 

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Investment Platform Applicants

 

Available to individuals, companies or trustees. Individual applicants must be at least 18 years old at the application stage.

There is no maximum age.

 

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Minimum Investment

 

There is no minimum investment amount. However, some individual managed funds may impose a minimum initial investment amount into their fund. 

 

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Available Assets

 

• Access to an open architecture solution, allowing investors to purchase and hold specialist Managed / Mutual funds (80,000+) from the likes of Fidelity, JPMorgan, Blackrock and Royal London, low cost index funds / ETF’s from the likes of Vanguard and iShares, commodities such as physical Gold / Silver through listed Exchange Traded Products (ETP’s) as well as access to listed global equities such as Apple, Microsoft, Nvidia or Nova Nordisk. Clients can also access direct bonds (both Government & Corporate) and specialist fixed term Structured Notes as well as cash deposits.

 

• Investment currencies
  Clients can hold assets of the following currencies: USD, EUR, GBP, CHF, JPY, SGD, HKD, AUD, AED, CAD, and ZAR.

 

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Client Portfolio Account

 

• Multiple portfolios can be held by each client in order to segregate assets such as Retirement Planning, Education Planning or a House Purchase.

 

• Each sub-account can be denominated in any of the 11 currencies outlined above.

 

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Withdrawals

 

There are no lock in periods and the client can withdraw from the platform at any time (please note that a bank fee of £5 or currency equivalent will apply)

 

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Valuations

• 24/7 online access to client valuations reports.

 

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Protecting Your Assets

 

• Your investments are safeguarded by Ardan in line with best global practice and the stringent rules and guidelines of the Isle of Man Financial Services Authority.

 

• All assets are registered in the name of the investor and are held through a nominee company. Client monies are held in segregated client bank accounts.

 

• Ardan partner with major global institutions like Citibank and Allfunds to ensure safe custody of client assets and money. So this means that your assets are never commingled with the assets of Ardan, so in the unlikely event that Ardan fails, your assets cannot be used by liquidators to repay the creditors of Ardan.

 

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Watch: Wealth management made easy the Ardan International

 

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If you require further information on whether the Ardan International Platform is right for you, click on the More Information and a qualified consultant will contact you to cover your queries.

 

If you wish to proceed and open an Ardan International Platform, click Request Application and we can get the process in motion.