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Direct from our experts

Our independent reviews are designed to help expats and international investors make the best financial decisions. Our reviews include traditional offshore savings plan providers such as Generali Worldwide, Zurich International, Friends Provident International, Hansard International, Investors Trust and RL360.

We examine the most commonly sold offshore savings plans - such as Vision and Vista - and look at whether an offshore savings plan pays hidden commission, locks an investor in, or forces them to pay surrender charges to exit a product.  We also focus on the transparency and flexibility of each plan.

Our independent reviews are our own expert and informed opinions about the offshore savings schemes most commonly used by international investors and expatriates...AND...we feature the independent opinions of those who have bought or been sold these plans - to help you make well-informed decisions for the benefit of your wealth. 

Each review gets an AES International rating, and comes with a generous topping of helpful information on the features and benefits associated. If you already hold any of these products, we invite you to take advantage of our free 15-minute discovery call.  From here we can focus on any improvements you can make to cut your costs and increase your returns.

What is discretionary fund management?

A Discretionary Fund Manager or ‘DFM’ exercises their professional discretion to buy and sell investments on your behalf. 

A discretionary management service can deliver highly tailored investment portfolios based on your individual circumstances and objectives.

Learn more about DFM »

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