We can create a custom made solution for you recognizing that all of our clients are unique
Advantages of Membership
Members of our site enjoy access to a wide range of benefits completely free of charge. You can choose to receive regularly updated information on a comprehensive range of topics including:-
1) Charity Referral and Member Credit Reward Program - Helping those in need has never been easier. We pledge to donate 10% of all fees received for the referrals to friends and colleagues that you provide to a range of charities nominated by our members. In addition, members can accumulate credits for each successful referral and these generate a sliding scale of cash donations to your favourite charity as well as free cash allocations for you to a selected range of Investment products. Please refer to the articles on our Charity Referral Program and our Member Credit Reward Program for details.
2) Financial market reports - We provide our members regularly updated market reports which are normally only available to financial professionals and institutions. These are in a clear and easy to understand format.
3) Special Offers - We have working partnerships with a wide range of Financial institutions and professionals including Investment houses, Insurance companies, Banks, Lawyers, tax specialists, Lenders, trust companies, accountants, company formation specialists, property agents and local knowledge specialists in a wide range of countries and jurisdictions. We will keep you updated on a range of special terms which we are able to offer as and when they become available.
4) Latest Product News - At Unity Financial Partners, we continually monitor the market for the very best products and solutions for our clients and partners. You can choose to receive updated information on the areas that are of interest to you and you can change your areas of interest at any time.
5) Services for Introducers and Professionals - If you are already providing services to expatriate clients in Europe, The Middle East and Asia then we can help you reach a wider audience as well as provide you and your clients with an extensive range of financial planning solutions. We work with lawyers, tax advisors, accountants, property agents and many other professionals in helping expatriates obtain the best possible local advice. We will keep you updated on a wide range of solutions for your clients and we can also help you reach clients who would find your services to be of interest.
You can opt in to receive information on the areas and subjects that you are interested in and you can opt out or change your selected topics at any time.
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1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
more than the surrender value paid by the bank or insurance company who sold you the policy.
Perhaps you need access to cash or would like to look at more suitable investment options.
How does this affect me?
How good advice can reduce or remove this.
