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Offshore Savings Account
A simple, tax-efficient savings plan
A flexible, tax-efficient way to build up savings. Choose to make a regular minimum payment of £500 a month, or single payments of £7,500. There’s no limit to the amount you can invest and you can make extra payments as and when you like. This account could be ideal for anyone who’s already used up their ISA or pension allowance or who wants to invest in a tax-efficient way.
All the documents you need in one place. From forms and client guides to product brochures and key features documents.
Key documents
Client guide
Guide to Anti Money Laundering
Application form
Charges and fees
Key features
Key Information Document
Suitability letter
Terms & conditions
Surrender and withdrawal form
Deed of assignment
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Briefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
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