Investment Services

Living and Retirement Annuities

Living Annuity rules: A living annuity can only accept proceeds from a retirement fund or another living annuity. … Every year you must draw a pension from your investment. This so-called draw-down must be at least 2.5% but no more than 17.5% of the annual value of the residual capital at the policy anniversary date.

Key Person Life Insurance

Key person insurance, also called keyman insurance, is an important form of business insurance. There is no legal definition of “key person insurance”.

Offshore Investments / Externalizing Assets

In an uncertain world, global diversification should be mandatory for the modern investor. Invest offshore and make smart decisions for your portfolio with a combination of expert advice and access to the world’s leading companies and fund managers.

Emigration Consulting Support

The citizenship by investment and the residency by investment programs of Cyprus just became more advantageous because Cyprus intends to join finally to the European Schengen zone.

The move is crucial because the barrier-free Schengen access is one of the most attractive issues of the European citizenships. The holders of a Schengen passport can not only stay in the other member states but can freely move there and work, settle or study.