FlexMax

FlexMax gives investors maximum choice and maximum flexibility

FlexMax allows investors to make a number of investments within a single investment plan to build up a portfolio specifically tailored to their personal risk profile and individual investment objectives.

FlexMax is easy to set up, has competitive costs, is simple to run and provides online portfolio access.

FlexMax gives the fund range of a traditional Personalised Portfolio Bond, but without the limitations.

FlexMax assets are held in segregated client accounts with depositor protection, and can be established as a Jersey Trust to help reduce or defer taxes.

FlexMax can be used as the investment vehicle in pension arrangements such as Qualifying Recognised Overseas Pension Scheme (QROPS) or a Self Invested Personal Pension (SIPP).

FlexMax is a sophisticated investment solution that is easy to understand. With just one plan you can invest for a number of purposes with just one set of paperwork.