Potential and flexibility
An investment account for your clients present needs and future plans
The Executive Wealthbuilder Account gives your clients the flexibility to create an investment that suits their current situation, and to adapt it as their circumstances change.
They are free to decide how much to invest and when (subject to minimum amounts). Your clients don’t have to commit to a specific term for regular contributions and they can increase, decrease or stop these at any time. In addition, they can make one-off or regular withdrawals, giving you access to their money when they need it.
The EWA allows your clients to consolidate their investments in one place and to switch easily between funds, free of charge. It offers a choice of over 370 funds from leading fund managers, covering a wide range of asset classes, sectors and currencies. Assets are held in the politically stable and tax-efficient Isle of Man, so any growth on their investment will be virtually free from tax, subject to any withholding tax payable.