How safe are the recommended investments?
The investment funds we recommend to our clients are highly regulated under the European Union Undertakings for Collective Investment in Transferable Securities (UCITS) regulations.
UCITS are legally structured to protect investors from fraud and abuse.Two very important principles are employed in this regard.Firstly, the fund the shareholder purchases is a separate legal company from that of the manager. By keeping the fund separate from the manager, the manager cannot call on the assets of the fund for any reason. Unlike in some insurance products, if the manager or company is failing, that will not affect the assets in the fund. The fund is completely ring fenced.
Secondly, the manager is legally barred from having direct contact with the money that flows in and out of the fund. Therefore it is impossible for a rogue manager to run off with client assets.
The investments we recommend are totally transparent:
Your statement of investment comes from a reputable custodian.
Audited annual accounts mean that you always know exactly what you are holding in any fund.
All investments are marketable securities with daily valuations that I can find on the web, or in the newspaper.
Finally, your investments are fully liquid so that if you needed access to your money right away, you would be able to sell your investments and obtain immediate settlement.