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Index Account™

Evidence-based investing for the intelligent investor

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    Index Account™

    Investing made easy

    Academic research, data and evidence are at the heart of our thinking.

    You can now access what was previously only available to the wealthiest investors and institutions.

    You get a portfolio of diversified, low-cost funds matched to your profile which is re-balanced to keep you on track.

    A simple and affordable investment solution designed to get you better results.

     

    Index Account™

    What is the Index Account™?

     

    • A low cost, flexible and easy way to invest
    • Simple to use, and ideal if you want a better way to grow your money
    • You get a diversified investment portfolio
    • Designed to give you peace of mind
    • Premium client servicing via phone (8am to 6pm GST) and online 24/7

     READ INDEX ACCOUNT FAQs

    How it works?

    You deposit money, we invest it.

    Enjoy life and watch it grow.

    It grows because we keep costs low, and use a Nobel Prize-winning investment philosophy.

    You get an online account and award-winning service whenever you need it.

     

     

    Index Account

    Who's it for?

    The Index Account™ is designed with you in mind - if:

    • You have between 100,000 and 250,000 pounds, dollars or euros to invest
    • You're looking for growth
    • You're relatively new to investing or don't have time to manage your own money
    • You're looking for a return that matches your profile

    You're free to come and go as you wish, but investing for longer gives your money the best opportunity for growth. 



    How is your money invested?

    We only use low cost ETFs.

    Your money is invested in line with your risk profile, and your portfolio tracks a diversified mix of global markets.

    AES International is responsible for over half a billion USD of assets worldwide.

    Offshore custody in Jersey offers the security and benefit of high regulation and tax efficient investing.

     

    3 good reasons to choose the Index Account™ 

    “I've waited a long time for such a group to emerge. Expat investors have waited even longer.”

    Andrew Hallam
    Author of The Global Expatriates Guide to Investing

    “I couldn't believe it when I stumbled across the Index Account - it was EXACTLY what I'd been looking for and didn't think such a solution even existed for expat investors.”

    Rosie Harvey

    “Excellent performance so far, fair charges, easy to set up - have recommended it to a number of friends. ”

    Tracey Clark

      Frequently asked questions

      I’m worried about investing! Can you help me?

      If any of the below apply to you, then yes, we can help.

      Do you fret about money… but not enough to take action?

      Do you think investing and money is complicated?

      Would it be good if you could know, or understand better, how investing works?

      Do you want to avoid paying high fees?

      Do you want your money to be handled by people who know what they’re doing and who you can trust?

      Do you worry that you are keeping an old, lazy establishment alive because you are not taking action with your money?

      Are you too busy to do the research yourself?

      Do you wish you could have a conversation with no jargon and easily accessible information that you can use to make decisions about your money?

      Have you handed money over to someone at a bank or some sort of adviser without truly knowing what is happening to it? Do you know if they took a fee or commission? Do you know why you trusted them?

      Does your money have more importance for your children than for you?

      Do you need simple explanations and layman's terms to understand anything about finance? (You’re not alone).

      Do you want your financial decisions to be on auto pilot, to not have to think or worry about them?

      How does the Index Account™ work?

      Simply!

      You tell us a little about yourself when you set up your account.

      Based on your answers, you will be matched with the most appropriate portfolio.

      Finally, we give you an online portal to see your results.

      What's the minimum/maximum contribution allowed?

      The minimum for further ad hoc payments is £ / $ / € / CHF 1,000.

      Contributions must be made from a bank account in your own name. We cannot accept third party payments e.g. Western Union (or other FX broker), business accounts, or accounts in the name of another person.

      If you have around £ / $ / € / CHF 250,000+ you may benefit from more personalised and bespoke financial planning advice, so please get in touch with our Chartered Financial Planners who will assist.

      How do I open an Index Account™?

      Download a self-explanatory Index Account opening checklist.

      We will be in touch within 48 hours of receipt of your documents to get your account up and running.

      And here are the forms you need for ongoing account management:

      Cash and dealing instruction – tells us how much you want to buy or sell (invest or withdraw).

      Change of bank details instruction  self-explanatory, but any questions let us know!

      Full surrender instruction  if you want to withdraw all your money and close your account.

      What are the costs associated with the Index Account™

      The Index Account™ costs 1.25% per annum, charged quarterly in arrears, and the investment portfolio costs 0.50% per year - meaning it's just 1.75% in total.

      No hidden charges, no nasty surprises.

      Looking for a better way to grow your money?

      READ INDEX ACCOUNT FAQs