Soteria Flexi Builder Account is a low-cost Discretionary Managed Trust and investment account in one that allows you to plan and save for life’s events from as little as £500 per annum. With simple platform access to your savings and investments and a range of Trustee-approved Risk Graded Model Portfolios constructed by a UK & US regulated asset manager, Soteria Flexi Builder gives you the flexibility to access 80% of your investment without penalty as and when it’s needed.
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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.
Why choose the Soteria Flexi Builder Account?
Business Relief qualifying assets, at a 100% rate include:
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 UK & US regulated Investment Manager, brings to account holders.