Flexi Builder ACCOUNT

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SOTERIA FLEXI BUILDER Trust Account

Modern and globally mobile individuals need to plan for many different eventualities. The Soteria Flexi Builder Account offers everybody the opportunity to do so in a cost and tax efficient manner. Subject to your country of residence, this account can provide tax freedom on capital growth and tax freedom to your beneficiaries on death. It is a truly International Account made available to individuals, partners and corporations, at the discretion of the Trustee.

The Flexi Builder Account is a Master Trust arrangement, administered by ILS World and made available via the Gravitas Finance LLC investment platform. The ILS World Group was established in 1991 and today administers structures with assets in excess of $250 Billion. Their quest for excellence, on top of the high standards set by their regulators, starts at Head Office in the Isle of Man, and is a common theme throughout their other offices in UK, BVI and Hong Kong.

The Soteria Flexi Builder Account can be funded by a combination of regular and lump sum contributions to suit your budget and future requirements. The account was designed with simplicity, flexibility and liquidity in mind, allowing you to select from twelve Trustee approved managed investment strategies. The twelve portfolios are continuously managed in compliance with a range of pre-agreed risk mandates and measured against a relative benchmark. Each portfolio is made up of low cost, highly liquid, assets which makes them nimble and versatile when it comes to switching. We at Soteria acknowledge that personal circumstances can often change which is why the account allows access of up to 80%* of its value without penalty. All of these benefits come with the added security and peace of mind that a Hong Kong regulated Trustee, working in conjunction with a proven US regulated Investment Manager, brings to account holders.

* The amount available for withdrawal is up to 80% of contributions made after the Qualifying Period or 40% of account value (excluding the Transaction Account) whichever is the higher.

SOTERIA FLEXI BUILDER Account Brochure

We suggest that you read the brochure carefully. Be sure to read about all of the features and benefits, as well as the ‘Investment Risk’ section on page 10 of the brochure, in conjunction with the Key Facts & Features document, before proceeding to open an account. We also recommend that you speak with an independent financial adviser before making any investment decisions.

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The Flexi Builder Trust Account

Key Facts and Features

 

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Disclaimer

This website is for informational purposes only and does not constitute an offer or solicitation to sell any products or services presented here. The operators of Soteria Trusts reserve the right to change, modify, add or remove sections of any content posted on the website at any time without notice and without liability. Those who access this site do so on their own initiative and are responsible for compliance with any laws or regulations applicable to them.

None of the information is intended to form the basis for any investment decision, and no specific recommendations are intended. If you would like investment, accounting, tax or legal advice, you should consult with your own advisors with respect to your individual circumstances and needs. Accordingly, this website does not constitute investment or tax advice nor a solicitation for investment in any security or life insurance product.

Any decision to proceed and apply to become a member is yours and yours alone. The Trustee of Soteria Trusts does not give advice on assets held within the Trust. Their role is that of Trustee and Administrator only. Soteria Trusts are Discretionary Trusts and not tax evasion schemes. Any attempt by a member to abuse Soteria Trusts, their Trustee, Administrator and/or Promoters may result in the member losing recognition of their benefits. Soteria Trusts have been established by related companies within the Business Class Group.

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