FlexGlobal is a simple, transparent and flexible international savings plan that can be used for regular contributions or lump sum investments or a combination of the two. Investors can access actively managed, risk profiled multi asset solutions, from leading investment managers that include Aberdeen Standard Investments, AllianceBernstein and BlackRock. The perfect way to save for a rainy day.
FlexGlobal is setup as a Nominee Arrangement that is based in Jersey and administered by Fairway Pension Trustees Limited, part of the Fairway Group. This means that each investor remains the ultimate beneficial owner and in full control of their investments at all times. The FlexGlobal international savings plan can only be accessed through an appropriately regulated financial adviser.
FlexGlobal is also an efficient savings plan, with no minimum investment limits and an annual administration fee of just 0.45% per annum, whilst the underlying investment funds cost from just 0.08% per annum. This is in itself quite important, since the less you pay in charges the greater the net return on your investments.
All FlexGlobal application forms include an optional Jersey Will and in the unfortunate event of your demise this would ensure prompt distribution of your Jersey “movable” Estate to your nominated beneficiaries. This will include your FlexGlobal savings plan, plus any other “non property” assets, such as an offshore bank account or any other investments you may have that are Jersey based.
FlexGlobal represents a joint development between two financial service companies, Halwyn and the Fairway Group (or "Fairway"). Halwyn provides advice to Fairway with regards to the distribution of FlexGlobal and the investment options available, whilst Fairway carry out the administration of the scheme.
Halwyn is a registered trading name of Halwyn Capital Ltd which is authorised and regulated by the Financial Conduct Authority (license number 816564). The registered office address is: Hudson House, Albany Street, Edinburgh, EH1 3QB.
Fairway Group is a registered business name of Fairway Trust Limited, Fairway Fund Trustee Services Limited, Fairway Fund Services Limited and Fairway Pension Trustees Limited. Regulated by the Jersey Financial Services Commission ("JFSC").
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