“I've waited a long time for such a group to emerge. Expat investors have waited even longer.”
“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.”
“Excellent performance so far, fair charges, easy to set up - have recommended it to a number of friends. ”
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, people you can trust.
Do you worry that your 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 easily 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. Do you know if they took a fee? 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?
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.
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.
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.
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.