A case study on Mutual Fund Management Marketing Perspective - investment vehicles plans in UAE, Dubai and Abu Dhabi. We offer best mutual funds investment plan in UAE.

1. Expat Wealth Care help expats in the Middle East with all matters of wealth
protection, wealth preservation and wealth creation through the likes of medical
cover, life cover, critical illness cover, mortgage protection, savings plans,
international pension plans and the management of UK pension transfers.
Call Us : +971508894735
Welcome To Expat Wealth Care

2. Company Summary
• Expat Wealth Care is an independent brand created and
operated by Stefan Terry.
• We provide advice and guidance on the topic of financial
planning, solely focussing our strengths on the Middle
Eastern market.
• Expat Wealth Care is a Globaleye operated enterprise.
• We provide advice to expats and locals in the UAE, with all
aspects of tax efficient savings and financial planning to
ensure that time spent in the UAE is time well spent from a
financial point of view.

3. Estate Planning for HNWI’s
• Investment – Capital Preservation/Capital
Accumulation
• Tax Planning
• Generation & Succession Planning
• Wealth Distribution
• Inheritance Tax (IHT) / Death Tax
We have access to many estate planning solutions
that are suited to High Net Worth Individuals (HNWI’s)
that cater for the following areas:
Many of the available solutions in the market are
complimentary to what you may already have in place with
other financial or investment companies.

4. Investment Advice & Portfolio
Management
Expat Wealth Care have many strategic relationships
with financial institutions and investment companies,
subsequently enabling us to provide access to a
plethora of investment opportunities in the form of
Mutual Funds, Exchange Traded Funds (ETF’s) and
Direct Equitie.

5. Retirement Planning
Retirement planning is something we all have to
address at some point in our lives. Some individuals
will be looking to maximise on what they already have
in place for retirement and others will be looking to
build up the retirement pot throughout their working
career to ensure the best possible retirement.

6. Education Planning
These days, planning for the cost of your children’s
education is becoming an absolute necessity due to
educational costs all over the world increasing at an
alarming rate.
Investing in your little genius, will become
undoubtedly one of the most powerful investments
that a parent can ever make. A happy and successful
child is something that every parent wishes for.

7. Key Man Insurance
Key Man Insurance should be considered for all
business owners to protect the future endeavors of
their business and to ensure business continuity.
An IT hardware company is founded by three business
partners who take out a Key Man Life Insurance policy
with a “first to die” provision. In the event of a death of
the business partners, the policy would pay the
necessary benefits to the company and the policy would
close. The proceeds from the policy would be used to
cover the costs of replacing the business partner’s
efforts.

8. Life Assurance/Insurance
Life Assurance is quite simply, the foundations of
financial planning.
It ultimately offers protection in the event of your
demise for various purposes, such as follows:
• Covering the debt on a mortgaged property. This protects
your family and ensures a debt is not left in their hands.
• Covering the cost of your children’s education. This ensures
that they can still go through education as you had originally
intended.
• Providing an income for your family.
• Planning for inheritance tax (IHT) liabilities.
We work closely with many global life insurance providers and are able to
scan the market place to ensure we can offer not only the best cost but
also the best overall protection package that best suits your exact
requirements.

9. Sipps, Qrops & Qnups
UK Pension Transfer
As an expat, you have undoubtedly heard of this
terminology amongst friends, colleagues and
TV/Internet media.
SIPP (Self Invested Personal Pension) are more
intended for those planning to retire in the UK, or if
the pension is of a relatively small size. A SIPP falls
under the HMRC tax laws in the UK, so tax is
applicable at drawdown if residing back in the UK.
For more information, or if you wish for us to run a
feasibility study on moving your UK pension transfer,
please do get in touch with us.

10. Life Assurance for Mortgages
Life Assurance is a pre-requisite for many banks
around the world, for the approval of a mortgage.
This will ensure that no property debts are left to your
family in the event of your demise.
We work closely with many global life insurance
providers and we are able to scan the market place to
ensure that we can offer not only the best cost but also
the best overall protection package that best suits your
exact requirements.
If you would like to know more about this topic or
require a quote from us, please let us and know and
we’ll be happy to help.

11. Offshore Banking
Securing money in an offshore bank eliminates the
ambiguities of Sharia Law.
We work closely with some offshore banking
corporations that are based in Jersey, Isle of Man and
Guernsey.
If you would like to know more about the benefits
of banking offshore please contact us to discuss
further.

12. Currency Exchange
Using the banks to transfer money to a different
currency is very costly.
We work very closely with a currency specialist that can
help you save money, when exchanging currency and
making overseas transfers. Furthermore, they do not
charge commission.

13. More Wealth Solutions
• Critical Illness Cover
• Medical Cover Corporate Solutions

14. Media Centre
The Expat Wealth Care Media Centre is here to keep you up
to date with news and developments in Wealth
Management across the globe. The articles included are
those that we feel will be of most interest to our clients and
to perusers of our site. If you feel there are articles that we
are not including but we should include please contact us
at info@expatwealthcare.com with more information and
we’ll happily look into this for you.

15. Contact Us
For More Information Contact us through:
Address: Po Box 24592, Dubai, United Arab Emirates
Call Us : 971508894735
Fax : 04 348 6362
Email : info@expatwealthcare.com
Visit : www.expatwealthcare.com