Professional Portfolio from Generali International is one of the leading
offshore portfolio bonds available on the market today. It gives you the power to control your investments but takes away the administrative chores that go hand in hand with managing your own portfolio. More importantly, it is a product structured to provide tax efficiency whether your investment strategy is geared for growth, capital preservation, or designed to provide a regular income. Generali International’s Guernsey location means that you can receive benefits from Professional Portfolio wherever or whenever it suits you and without tax deductions at source.
Professional Portfolio gives you total investment freedom and flexibility, allowing you to include your existing investment holdings, pay your investment amount in cash or indeed a mixture of both. You have the opportunity to build a diverse portfolio from equities, fixed interest securities, cash instruments or a wide range of investment funds specially selected to suit a variety of investment needs.
Generali Professional Portfolio: Key Features
Minimum Investment
The minimum single premium is USD75,000 with further contributions in excess of USD7,500.
Policy Currency
The policy may be denominated in US dollars, GBP, Euro, Hong Kong dollars, Japanese yen or Swedish krona. All benefits will be paid in the currency of the policy.
Investment Choice
Professional Portfolio offers two separate investment options. The Pooled Portfolio option enables you to build an investment portfolio from any recognised unit trust or mutual fund. The Personal Portfolio option extends the investment choice across a range of internationally quoted securities, including internal funds, mutual funds, open-ended investment company schemes and cash.
Additional Options
Portfolio Manager
This facility enables the Policy Owner to appoint an independent Portfolio Manager to act as an investment adviser to the portfolio.
Income Facility
This service is provided free of charge and income can be paid monthly, quarterly, half-yearly or annually (subject to a minimum of USD500 per payment).
Overdraft Facility
If at any time there is insufficient cash within the portfolio to meet an income payment or a charge, Generali allows the investor to set up an overdraft of up to 20% of the investment value of the portfolio, to avoid having to sell small amounts of the portfolio. Additional amounts are available on request.
Open a Generali Professional Portfolio through Offshore Bond Investor and receive and enhanced allocation rate. Contact us for more details.
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