세이빙 플랜 및 포트폴리오 채권 리뷰: Zurich Vista + RL360 Quantum/PIMS + Friends Provident + Old Mutual executive/redemption bonds

  • Generali Vision. 현재는 건지섬의 Upmost Wealth Solutions이 제공하고 있어서, Upmost Vision Plan이라고 불림.
  • Zurich Vista
  • Friends Provident Premier Advance Savings Plan
  • Hansard Vantage Savings Plan
  • Hansard International Vantage Platinum 11
  • RL360 Insurance Company Limited (RL360) Quantum
  • RL360 Paragon
  • AXA Pulsar
  • Providence Life Compass Account
  • Hansard Infinity Wealth
  • Hansard Infinity Wealth Access
  • Premier Trust Global New Horizon
  • Premier Trust Global Premier Provest Principal Protection
  • Premier Trust Global Provest plan
  • Metlife International Wealth Builder
  • HSBC International Wealth Builder Accounts
  • Canada Life Offshore Savings Account
  • 납입을 지속하면서 원리금이 특정 수준에 이르기까지 기다리기만 하는 것.
  • 상황에 맞는 대안을 탐색하려고 하지 않는 것.
  • 불편한 진실을 회피하고 눈과 귀를 막는 것.
  • 수수료가 높습니다. 일정 기간에는 특정 회사의 수수료가 더 높은 경우도 있지만, 전반적으로 매우 유사하다고 볼 수 있습니다.
  • 정해진 납입 주기에 맞춰 납입하지 못할 경우 수수료가 특히 매우 높아집니다. 해당 계좌의 운용은 기본적으로 만기일까지 매월 납입이 되는 경우 계좌 운용 비용으로 지불된 금액 중 일부를 환급 받는 방식으로 이루어집니다. 단 한 번이라도 납입 주기를 놓칠 경우 보너스를 받지 못할 확률이 크죠.
  • 여러 거치식 투자 상품이나 신식 세이빙 플랜들에 비해 훨씬 비싼 편입니다.
  • Friends Provident International Reserve Investment Bond
  • Friends Provident Summit Bond
  • Friends Provident International Zenith
  • Generali Worldwide Choice Account
  • Generali Worldwide Professional Portfolio Bond
  • Hansard International Capital Investment Bond
  • Old Mutual (used to be called Skandia) Collective Investment Bond
  • Old Mutual (used to be called Skandia) Collective Redemption Bond
  • Old Mutual (used to be called Skandia) Executive Redemption Bond
  • RL360 Pims
  • RL360 Oracle
  • Investors Trust Access Portfolio
  • Investors Trust Fixed Income Portfolio
  • AXA Evolution Bond
  • Providence Life Horizon Portfolio Bond
  • Providence Life Orbit Portfolio Bond
  • Providence Life Polaris Portfolio Bond
  • Premier Trust Global Premier
  • Canada Life Wealth Preservation Account
  • Prudential International Portfolio Bond
  • DBS Vickers Securities
  • E*trade Financial
  • iFast International
  • Novia Global
  • Platform One International
  • Praemium James
  • Raymond James
  • Saxo Capital Markets/Saxo Bank
  • Ardan International
  • Capital Platforms Isle of Man
  • Momentum Wealth Personal Portfolio
  • Moventum Platform/Moventum Capital Platform in Luxembourg.
  • Guinness funds — Guinness Global Equity Income and Guinness Global Investors
  • VAM funds, including US microchip growth a and VAM managed funds such as cautious A and B.
  • Commerzbank structured notes
  • Valartis Group
  • Momentum Investment Management.
  • Harmony portfolios, including sterling balanced, sterling growth, usd balanced fund and Euro diversified
  • SAM Group funds
  • Brooks Macdonald strategic growth
  • dvam funds
  • Sanlam funds
  • Various AXA, iShares and BlackRock funds.
  • Franklin Templeton funds
  • Pimco bond funds
  • Castlestone low volatility income fund + faang fund
  • St James Place alternative assets fund; greater European progressive unit trust, balanced portfolio and equity income fund.
  • TAM Asset Management
  • ARIA Capital Management
  • NEBA structured notes/products
  • Portman structured notes/products
  • Chronus structured notes/products
  • Cornhill asset management Luxembourg
  • Pantheon Pension Trustees
  • Trireme Pension Services
  • New Zealand Endeavour
  • Hornbuckle Mitchell Group
  • The Concept Group
  • Brooklands Pensions/IVCM Heritage Pensions Limited
  • Bourse Pension Trustees
  • Baker Tilly Isle of Man/RSM

--

--

Owner at adamfayed.com.

Love podcasts or audiobooks? Learn on the go with our new app.

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store