Close International is increasing the options available on its International Retirement and Savings Plan.
New options available to advisers and clients include a new loan facility and plan segmentation choice. Close OPES is a multi-member international personal retirement and savings product that qualifies for an exemption from Guernsey Income Tax. The product offers advisers and clients a choice of either a retirement or saving option. Plans written under the retirement option are internationally portable to different countries around the world. Under this option there is no access to funds prior to the defined retirement age. The savings option allows a member to nominate a benefit date, g...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes