Zurich Vista Review — 2021

  • Generali Vision. Now provided by Upmost Wealth Solutions in Guernsey. So Generali Vision is now commonly called Upmost Vision Plan.
  • Zurich Vista
  • Platform One Hallmark Savings Plan
  • 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
  • Liberty Life/liberty mutual for expats in South Africa.
  • The FlexGlobal international savings plan
  • Keep contributing and wait until the value reaches a certain level
  • Never consider alternatives
  • Bury their heads in the sand
  • Have high fees. Some have higher fees in other years than others, but overall, they are remarkably similar.
  • Have especially high fees if you don’t pay in every time. The way the accounts work is that you are reimbursed some of the costs of the account if you pay in every month until maturity. If you even miss 1 month, you often can’t get the bonuses.
  • Are much more expensive than various lump sum and newer savings products
  • 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/Capital International Group
  • Capital Platforms Singapore
  • Momentum Wealth Personal Portfolio
  • Moventum Platform/Moventum Capital Platform in Luxembourg.
  • Devere Group fund platform.
  • Nucleus platform
  • Aria platform
  • 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
  • Jumbo Alliance Funds
  • Premier Asset Management plc
  • 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
  • ABSA Structured Notes
  • Portman structured notes/products
  • Chronus structured notes/products
  • Cornhill asset management Luxembourg
  • Pacific Asset Management
  • Allan Gray South Africa
  • Investec
  • Canaccord Group fund
  • Rudolf Wolff funds
  • Dominion Funds
  • Mariana Capital structured notes
  • IDAD
  • The Hinton Group
  • Jool Life
  • 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

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