Select
from the following:
Friends Provident
Product - Reserve
Operation - Isle of Man
Profile
| Product
Features |
Investor
Benefits |
| Product
choice |
Two options
· Whole of Life
· Capital Redemption |
| Asset choice |
Reserve is available
as
· Personalised Assets version
· Collective Investments version |
| Share/Asset
choice |
Shares can be
accepted as part of the original or subsequent premiums. We
will sell the shares and invest the proceeds in your portfolio.
Shares or collective assets can be re-registered in the name
of Friends Provident International Limited, retaining the value
within your portfolio. |
| Charging
choice |
Reserve has no
pre-set charging structure. Instead, each investor is given
a Personalised Charging Structure. This reflects the unique
set of charges which the investor has selected from the options
made available in the charges menu. |
| Management
choice |
Reserve is available
on a discretionary-managed or non-discretionary managed basis. |
| Currency
choice |
Investors can
pay investments in any freely convertible currency. Valuations
can be given in Sterling, US Dollars, Euro, Hong Kong Dollars
or Swedish Krona. |
| Minimum investment |
Whole of Life
- GBP25,000 (or currency equivalent).
Capital redemption - GBP100,000 (or currency equivalent). |
| Withdrawals |
Regular withdrawals
may be taken. The minimum withdrawal amount is GBP1,000 and
withdrawals incur no Surrender Penalty. |
| Whole of
life |
One or more lives
assured, up to a maximum of six. |
| 20 year endowment |
The following
options are available on maturity:
· Take the proceeds as a lump sum.
· Invest all the proceeds in a new contract with Friends
Provident International Limited. |
| Capital redemption |
No lives assured
- Reserve has a 99 year term plus a Guaranteed Maturity Value |
Please click here for a brochure.pdf,
a guide: personalised assets.pdf,
a guide: collective
investments.pdf
We at V1 believe it is of the utmost importance to decide
where it is you want to go before choosing the vehicle to get
you there...evaluating the various routes to your destination before
starting your trip, so to speak. We believe in pointing
out the advisability of getting with a professional and:
1. Forming your plan
2. Evaluating the options that fulfill your personal
goals
3. Making the start
4. Committing to re-evaluate periodically
We believe this formula provides you the best hope of acheiving your
financial goals. Your choice is personal but we at V1 have a team
with unlimited options and our only goal is to help you acheive yours
as quickly as possible considering all the relavent factors.
Call today at (098) 921-0065 or contact
us today and we will contact you to start the process.
You will have a much clearer idea of what you need to do and how best
to achieve it once our evaluation is complete.
BACK TO TOP
Paradigm
Investment Objective
PARADIGM Global Enhanced follows a well-defined, disciplined
investment methodology designed to identify managers who provide skill-based
returns independent of market direction. The Fund utilizes PARADIGM’s
proprietary research, innovative quantitative and qualitative analyses
and a rigorous due diligence process to identify fund managers that
excel relative to their peer group.
By including over 70 funds in its portfolio, PARADIGM Global Enhanced
eliminates more than 98% of the diversifiable risk of the hedge fund
asset class. At a minimum, this broad diversification provides hedge
fund index-like returns, low volatility, and protection against significant
losses due to the failure of any single hedge fund manager.
By combining diversification with an effective manager
selection methodology, the Fund achieves its objective of outperforming
the hedge fund indexes on a return and risk-adjusted return basis.
PARADIGM Global Enhanced Fund has achieved an annualized return of
over 18% over the last 12 years.
Minimum Investment: $20,000 US
Please Click Here
for a presentation.pdf
Contact us for an up-to-date prospectus.
We at V1 believe it is of the utmost importance to decide
where it is you want to go before choosing the vehicle to get
you there...evaluating the various routes to your destination before
starting your trip, so to speak. We believe in pointing
out the advisability of getting with a professional and:
1. Forming your plan
2. Evaluating the options that fulfill your personal
goals
3. Making the start
4. Committing to re-evaluate periodically
We believe this formula provides you the best hope of acheiving your
financial goals. Your choice is personal but we at V1 have a team
with unlimited options and our only goal is to help you acheive yours
as quickly as possible considering all the relavent factors.
Call today at (098) 921-0065 or contact
us today and we will contact you to start the process. You
will have a much clearer idea of what you need to do and how best
to achieve it once our evaluation is complete.
BACK TO TOP
Platinum Dynasty Fund Limited
Summary:
Dynasty is an Asia long/short equity
hedge fund that focuses on absolute returns with a concentration on
investing in large cap China-related securities.
The investment focus is on companies publicly-listed outside of China that will profit from China's growth. The investment
universe consists of companies in Hong Kong, Singapore, Taiwan, Korea,
Japan and the US that have a significant
portion of their assets or revenue in China, that source or manufacture
in China, or that target the large and growing
Chinese consumer market.
The fund's core holdings include:
| 1. |
China
Life Insurance |
5. |
Huaneng Power |
| 2. |
China Unicom |
6. |
China Petroleum |
| 3. |
Sun Hung
Kai Properties |
7. |
PetroChina |
| 4. |
Boc HK
Holding |
8. |
Sinopec
Zhenhai |
Fund Characteristics
| Fund Sponsor |
Platinum Capital
Management Limited
|
| Investment
Manager |
Platinum Trading
Management Limited
|
|
Investment
Advisor to
Underlying
Fund
|
Dynasty Asset Management
Limited
|
| Administration |
Fortis Fund Services
(Isle of Man) Limited
|
| Custodian |
Fortis (Isle of
Man) Nominees Limited
|
| Auditor |
KPMG
|
| Minimum Investment |
$100,000 or €100,000
($25,000 or €25,000
through PWM Bond)
|
| Base Currency |
US Dollar $ and
Euro €
|
| Initial Charge |
None
|
| Management Fees |
1.5% per annum
|
| Incentive
Fees |
15% of net new profits |
| Redemption |
30 days notice prior
to month end
|
| Redemption
Fees |
6% in year
one, declining at rate 1.2% per annum
|
| Target Return |
15%-20% per annum
|
Contact
us for an up-to-date prospectus.
We at V1 believe it is of the utmost importance
to decide where it is you want to go before choosing the vehicle to
get you there...evaluating the various routes to your destination
before starting your trip, so to speak. We believe in pointing
out the advisability of getting with a professional and:
1. Forming your plan
2. Evaluating the options that fulfill your personal
goals
3. Making the start
4. Committing to re-evaluate periodically
We believe this formula provides you the best
hope of acheiving your financial goals. Your choice is personal but
we at V1 have a team with unlimited options and our only goal is to
help you acheive yours as quickly as possible considering all the
relavent factors.
Call today at (098) 921-0065 or contact
us today and we will contact you to start the process.
You will have a much clearer idea of what you need to do and how best
to achieve it once our evaluation is complete.
BACK TO TOP
Intuitive Mortgage Services, LP (IMS)
The founder and President of IMS, Jeff Kleiner, started his own
mortgage banking firm at age 25 and over ten years grew it to one
of the largest mortgage firms in the Midwest before merging it with
Cherry Creek Mortgage out of Greenwood Village, Colorado in March
of 2005. Over those years of originating loans and helping many
first time home buyers and credit challenged applicants, he noticed
there were numerous renters with a down payment, very steady income,
and the desire to own their own home who could not qualify for conventional
financing but certainly deserved the chance to buy. Being very selective,
Jeff offered several customers in this situation the opportunity
to choose any home that was listed for sale and bought that home
for them to live in and rent until they could qualify for a loan
on their own. In this way, they could move in knowing the home would
soon be in their name while immediately having the ability to have
pets, fix up the property the way they wanted, and most importantly,
lock into a future price at that day's appreciation level. Soon,
in the same fashion, he added a line of small mortgage products
to complete purchases where the borrower was just short of funds
or credit.
He and his company spent great time in educating and helping these
potential home owners fix their credit and understand the workings
of credit scores, simple interest, and how to get to the point of
not only qualifying for a home loan, but qualifying for the best
rates available in home loans, credit cards, and car loans. That
was the birth of the "Home Path" education structure and what has
now become the sole focus of IMS. Together, our portfolio home loans
and our "RTO" (Rent to Own) program help customers all over Wisconsin
get into homes now so they can take advantage of home ownership
including tax deductions, their own garage, basement or yard, and
the feeling of security knowing that they won't have to move the
next time their lease is up.
The Investment Objectives are to:
- Provide capitalization for collateralized 2nd mortgages to single-family
residential (no commercial, condos, town homes, or multi-family)
home owners in the US (these small purchase-money 2nd mortgages
close simultaneously with a 1st mortgage). IMS is very particular
when it comes to the type of borrower we help. Besides a minimum
5% down payment and consistent, stable income, our borrowers must
exhibit a strong sense of willingness and motivation to show they
are serious about repariring their credit and doing the things
ncessary to own a home. Unlike unsecured loans, these mortgage-backed
securities ensure that in the event of a bankruptcy, the borrower
must re-affirm and keep our loan if he/she wants to remain in
the property...keeping our terms intact.
- In addition, there is a hedge for inflation in that real estate
appreciation levels have averaged over 11% in the US over the
last decade, enhancing our equity position each year. Finally,
the Mortgage Fund is divested over many small loans. This diversification
greatly reduces the Fund's risk from individual loan defaults.
Our mandatory "Home Path" credit counseling program requires each
borrower to complete our workbook full of exercises and disclosures
that no other lender requires. Activities include designing and
affirming a household budget, learning how credit scores work and
what it takes to raise them to a higher level, understanding debt
ratios, and how simple interest works for mortgage loans. No other
bank or financial institution spends the time, energy, and resourses
IMS does in ensuring our borrower's process to financial well-being.
Offering
IMS is offering 1,000 shares for $10,000 each for a total of $10,000,000
Minimum Investment
$10,000 USD with additional subscriptions at $5,000 USD
Rate of Return for Investors
11% APR with a re-investment option annually
Types of Investment Vehicles
* IRA's * Pention Plans (401K) * Limited Partnerships
Contact
us for an up-to-date prospectus.
We at V1 believe
it is of the utmost importance to decide where it is you want
to go before choosing the vehicle to get you there...evaluating
the various routes to your destination before starting your trip,
so to speak. We believe in pointing out the advisability
of getting with a professional and:
1. Forming your plan
2. Evaluating the options that fulfill your personal
goals
3. Making the start
4. Committing to re-evaluate periodically
We believe this formula provides you the best hope of acheiving your
financial goals. Your choice is personal but we at V1 have a team
with unlimited options and our only goal is to help you acheive yours
as quickly as possible considering all the relavent factors.
Call today at (098) 921-0065 or contact
us today and we will contact you to start the process. You
will have a much clearer idea of what you need to do and how best
to achieve it once our evaluation is complete.
BACK TO TOP
Inland
Western Real Estate Investment Trust
A real estate investment trust (REIT) is a corporation or
business trust that combines the capital of many stockholders to acquire
properties. Stockholders of the Company may benefit from the
Company's ownership of multiple properties under professional management. A
corporation or trust that qualifies as a REIT generally does not pay
federal corporate income tax to the Internal Revenue Service.
This unique feature is one of the most attractive aspects of a REIT.
This means that REIT income can be distributed to stockholders without
double taxation at the corporate and stockholder
levels. A REIT must distribute to stockholders at least
90% of its taxable income.
Inland Western, a real estate investment trust
(REIT), was formed in March 2003. Inland Western intends to acquire and
manage a diversified portfolio of real estate, primarily improved
for use as retail establishments, principally multi-tenant shopping
centers. Its portfolio will consist predominantly of grocery and
discount anchored retail, including net lease retail.
Inland Western intends to acquire retail centers located primarily
in states west of the Mississippi River
in the United States. It believes the Western
states offer attractive acquisition opportunities, based on the
strong demographics and employment trends of that region. Statistics
excerpted from 2002 MSA Profile, Metropolitan Area Projections to
2025, a publication of Woods & Poole Economics, Inc. indicate
that the Western Region, consisting of the Southwest, Rocky Mountain
and Far West states, is projected to experience the most growth
of any region of the country over the next 25 years. The Western
Region is forecast to lead the nation in the rate of employment
growth and experience population growth well ahead of the national
average.
The
investment objectives are to:
-
Provide monthly cash distributions to stockholders. Distributions
may be in amounts that exceed Inland Western's taxable income
due to the non-cash nature of depreciation expense and, to such
extent, will constitute a tax-deferred return of capital, but
in no event less than 90% of its taxable income;
-
Provide a hedge against inflation, by entering into leases which
contain clauses for scheduled rent escalations or participation
in the growth of tenant sales, permitting it to increase distributions
and realize capital appreciation; and • Preserve stockholders’
capital. Inland
Western is an infinite-life Maryland REIT. The advisor to Inland
Western, which conducts its day-to-day business, is Inland Western
Retail Advisory Services, Inc. The advisor is a wholly-owned subsidiary
of Inland Real Estate Investment Corporation (“Inland Investments”).
Investment
programs sponsored by Inland Investments own more than 60 million
square feet of retail and commercial property nationwide. During
the past ten years, Inland Investments has sponsored two other REITs
(in addition to Inland Western), two private placement mortgage
and note programs, and seventeen real estate exchange private placement
offerings, which together have raised in excess of $2.9 billion
from more than 77,000 investors.
The
Offering
Inland Western is currently offering for sale a maximum of 250,000,000
shares priced at $10 per share ($2.5 billion). Net proceeds
of the offering will be used to purchase properties.
Mimimum Initial Investment
$3,000 for U.S. investors
$10,000 for non-U.S. investors
Share Repurchase Program
The common stock is not currently listed or traded on an exchange
and cannot be readily sold. Those desiring to liquidate their
investment, subject to a mimimum one-year holding period, may sell
shares back to Inland Western at a price of $9.25 per share;
two years from the purchase date at $9.50 per share; three
years from the purchase date at $9.75 per share; and four
years from the purchase date at the greater of $10 per share or
a price equal to ten times "funds available distribution"
per weighted average share outstanding for the prior calendar year.
Distribution Reinvestment
Program
Stockholders may elect to use their monthly distributions (dividends)
to purchase additional shares at a price of $9.50 per share.
Contact
us for an up-to-date prospectus.
We at V1 believe it is of the utmost importance
to decide where it is you want to go before choosing the vehicle to
get you there...evaluating the various routes to your destination
before starting your trip, so to speak. We believe in pointing
out the advisability of getting with a professional and:
1. Forming your plan
2. Evaluating the options that fulfill your personal
goals
3. Making the start
4. Committing to re-evaluate periodically
We believe this formula provides you the best hope of acheiving your
financial goals. Your choice is personal but we at V1 have a team
with unlimited options and our only goal is to help you acheive yours
as quickly as possible considering all the relavent factors.
Call today at (098) 921-0065 or contact
us today and we will contact you to start the process. You
will have a much clearer idea of what you need to do and how best
to achieve it once our evaluation is complete.
BACK TO TOP |
