INVESTMENT
PERSPECTIVES
NOVEMBER 2010
SAVE 3% - 4% FOR YOUR CLIENTS
Dinner With
Sir Rodney Walker
Last month ATSG was delighted to assist FEIFA
member, Square Mile Financial Services, in
hosting a dinner in Prague for the local business
community with guest speaker Sir Rodney Walker.
Sir Rodney is best known for his sporting roles as
Chairman of the Manchester Commonwealth
Games, Chairman of Wembley Stadium, former
Chairman of Leicester City, and more recently
President of the World Snooker Association.
Knighted for services to sport when he was head of
Sport UK, Sir Rodney also sits on the boards of a
number of household plc‟s and since February 2010
has been providing business advice to Forestry For
Life, a UK environmental investment company that
is aiming to generate returns for investors by trading
carbon credits generated from forestry projects.
After tea with the Ambassador at the Prague British
Embassy, Sir Rodney entertained Square Mile
Financial Services guests with his thoughts on the
current business environment, along with numerous
anecdotes from his very interesting life.
Inside INVESTMENT PERSPECTIVES…
 Square Mile FS dinner with Sir Rodney Walker
 Currency Solutions
 Lewis Charles Discretionary Managed Account
 Meteor Structured Income Plan
 Expatriate Life Assurance
ON CURRENCY EXCHANGE
WHE
Currency Solutions
Currency Exchange & Money Transfer Specialists
Best Exchange Rates
No commission or fees
Rates can be fixed for regular payments
Can make payments direct to Investment Managers
The decision to emigrate for most is a complex
and major decision. International IFAs will be
advising expatriates on a whole range of products
ranging from regular premium savings to large
capital investments & pension payments.
In many cases, investments will be made in GBP
or USD the major investment currencies, but
increasingly expatriates are working in local
currencies such as EURO‟s.
Currency Solutions offer free registration and
account management. They have experts on the
end of the telephone who can guide you or your
clients through any exchange requirements.
Best of all, being based in the City of the London,
they have established relationships with all major
investment companies so can act in the transfer
of funds direct to your clients chosen investment.
Typically this will save your client 3%-4%
against using their local or UK bank.
See www.currency solutions.co.uk or contact
ATSG +44 (0) 203 371 7688 for more details
www.atsgfunds.com | +44 (0) 203 371 7688 | +44 (0) 207 993 5453 | brokersupport@atsgfunds.com
‘TURBO BOOSTING’ YOUR CLIENTS QROPS FUND USING A LEWIS CHARLES
SECURITIES MANAGED ACCOUNT AS PART OF THE PORTFOLIO
With more and more of us moving and living abroad, the need for international pension planning has never
been greater. The number of predicted people leaving the UK for overseas lifestyles and careers is on an
upward trend that seems set to stay. With the age profile of the expatriate now lower than ever, those that
are moving are unlikely to have as large a pension fund as those that are approaching retirement.
Using a selection of diversified investment funds, a QROPS
fund of perhaps only £50,000 could, with careful
management, achieve growth of 10% per annum at most.
So how can you boost your clients fund? Allocate 10% of
the fund (min £10,000) to the Lewis Charles Discretionary
Managed Account and on average you will see this part of
your clients fund experience growth of 50% - 100% per
annum. The trustee approved „covered strategy‟ prevents
any loss impact on the rest of the fund. The instant liquidity
allows advisers to regularly manage & crystalise profit,
without any penalties or costs, regularly making funds
available for use in other investments. Your client will be
able to see their electronic statement at any time and know
exactly what the account is worth. The LCS managed
account is widely accepted by QROPS trustees, and is
being used to good effect by international pension advisers.
How do the accounts work? Lewis Charles Securities are
one of the largest, independent securities companies,
regulated by the FSA, listed on the London Stock Exchange,
and one of only 13 licensed clearing houses to write options.
Financial institutions use options in exactly the same way,
we use car insurance. We pay a premium to an insurer who
guarantees us the option to make a claim should an
unforeseen, adverse event occur. All financial institutions
want whichever asset it is they are managing, to grow.
However they must also be prudent and insure against
adverse markets & the asset price going the wrong way.
Like the car insurance, the institution pays a premium to an
options writer, “betting” that the price of their chosen asset
will go down below a certain level within a specific time
frame. As with the car insurance, the hope is that this “bet”
will lose & not need to be called upon.
When the option expires worthless the premium paid is kept
as profit by the writer of the options – Lewis Charles
Securities – who then add this to your clients account.
Open 10 Lewis Charles Securities
discretionary managed accounts
and receive an Apple IPAD
Offer finishes 21.12.10
 No Annual Charges or Set Up Fees
 Instant Liquidity (T+1)
 No explicit exit or withdrawal charges
 No minimum investment period
 Manager has over 30 years experience
 Accepted by QROPS / SIPPs trustees
 Mitigated risk & capital protection options
 Daily Electronic Statement
 Highly Regulated
 Proven lower volatility institutional strategy
 Proven track record – targets 100% p.a.
 Monthly ongoing commission for IFAs
“Nearly 90% of options expire worthless,
making the option writer a profit”
Visit www.atsgfunds.com for more details
www.atsgfunds.com | +44 (0) 203 371 7688 | +44 (0) 207 993 5453 | brokersupport@atsgfunds.com
www.atsgfunds.com
DJ EuroStoxx 50 Fixed Income Plan
Investors more than ever are looking for good safe
income producing plans. In this climate of low interest
and savings rates using structured products such as
those from specialists meteor asset management
enables higher rates to be obtained for your clients.
6% per annum for 5 years
That‟s what the DJ EuroStoxx 50 Fixed Income Plan
from Meteor pays investors.
meteor asset management
The plan closes on 24th November 2010, and as with
most structured products is based around the
performance of an index over a fixed term.
This plan pays 0.5% income per month
regardless of how the index performs.
Key Facts
6% income p.a.
Paid as 0.5% per month
beginning 11th January 2011.
Income is NOT linked to the
performance of the index and is
paid in all cases until the final
payment on 11th Dec 2015.
AA
counterparty
BBVA is a well established bank
rated AA by Standard & Poor.
Capital Returned
Providing the DJ EuroStoxx 50
has not fallen by more than 40%
since the opening level, then
capital will be returned in full at
the 5 year maturity date.
The DJ EuroStoxx 50 contains 50 of the leading blue
chip companies in Europe such as AXA, BNP Paribas,
ING, Nokia, Daimler, and Deutsche Bank, and provided
it doesn‟t fall more than 40% from the opening level on
26th November 2010, the plan will also return the clients
capital in full at maturity.
If you look back over the index for the last 10 years, out
of 4853 completed 5 year periods, the index would only
have failed to return capital in full 77 times (1.6%)
The plan uses BBVA (Banco Bilbao Vizcaya Argentaria)
as its counterparty. BBVA was founded in 1857 and
employs 104,000 people across 30 countries and has
47 million customers – most importantly it is rated AA by
Standard & Poor.
CLOSING DATE NOVEMBER 24TH
Download the full prospectus at www.atsgfunds.com
METEOR STRUCTURED PLANS
Important
Due to counterparty restrictions, this product is not open to
Spanish residents, and is not to be marketed in Spain.
www.atsgfunds.com | +44 (0) 203 371 7688 | +44 (0) 207 993 5453 | brokersupport@atsgfunds.com
EXPATRIATE PROTECTION RANGE
EXPATRIATE LIFE ASSURANCE
The ATSG expatriate protection range
provides life assurance and critical
illness protection for your clients at
lower UK premium rates.
Payable in GBP or EURO, these
policies offer fixed premiums for up to
10 years, are underwritten by a UK
insurer, and offer invaluable protection
cover for your clients & their families.
FOR ILLUSTRATIONS CONTACT
Colette
+44 (0) 207 993 5453
or email lifequotes@atsgfunds.com
BROKER SUPPORT
+44 (0) 203 371 7688
www.atsgfunds.com
OUR STRATEGIC PARTNERS
Partners to FEIFA
Broker Support : +44 (0) 203 371 7688
brokersupport@atsgfunds.com
Life Assurance:
+44 (0) 207 993 5453
colette@atsgfunds.com
European Administration Office
Na Piskach 740,
Horomerice, Prague – West,
252 62, Czech Republic
© ATSG Funds Ltd. 4th October 2010