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We have devoted this section to solving any queries
you may have regarding Offshore Investments, its benefits, our
Company, its Services etc.
In case, after going through the set of
questions, you still feel that you have a question that has
not been answered, kindly write to us at Contact@TA-Asia.com
. Rest assured you will receive a response from us within 1
working day. Your co-operation would enable us to regularly
update our FAQ section.
Who are you and what do you do?
Where are you registered?
What Services do you offer?
Do you charge for your Services?
Why should I choose you?
What are Offshore Tax Havens?
How do I benefit by investing
Offshore?
How do you guarantee
security for my investments?
Is
it legal to invest Offshore?
Which financial institutions do you source
financial products from?
Does meeting your Advisor mean committing
to your Company?
What are
the minimum investments required to invest Offshore?
Can you provide
references from existing clients?
Can I track my
investments online?
What
happens when I move to another country?
What happens to my offshore investments when I
repatriate to my home country?
How do I get started?
Q. Who
are you and what do you do?
A.
TA & Associates Asia Limited is an Independent
Financial Advisory Firm (IFA) that was formed in 1998 with the
aim of providing first rate Financial Consultation &
Investment Management Services to International Private Investors/Expatriates, Corporations & Family-Owned Businesses. We started our
operations with offices in Shanghai and Beijing in China.
Since then we have rapidly grown and currently have Advisers
and Associates in UK, Europe, Middle East and Far East.
Our highly
qualified and experienced team of Advisers and Associates
specializes in providing personalized financial solutions
to clients. We call it ‘personalized' because the financial
solution that we offer to you is highly customized to your
unique financial requirements & goals.
Financial needs
change over time, so whether you are saving for retirement,
for your child's education or simply for wealth generation, we
can offer you investment alternatives to suit all your
requirements. This is possible because we are an Independent
entity and hence can source an extensive range of financial
products for you from a number of leading financial
institutions and fund houses. Also, as we are not affiliated with any one of these
financial institutions an unbiased advice from us is
guaranteed.
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Q. Where are you registered?
A.
We are registered in the United Kingdom.
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Q. What Services do you offer?
TA
offers you a comprehensive package of Services to help you
build, manage and keep a track of your Investments.
- TA Primary Services - TA is dedicated to providing first-rate Financial Consultation to clients leading to Personalized Financial Solutions.
- TA Offshore Investment Services - Depending on your financial needs
and goals, we source a wide range of Offshore Financial Products for you from a number
of leading Offshore Financial Institutions.
- TA Asset Management Services - TA in association with Formon & Associates provides Asset Management Services to Clients. For the same, we
have devised an Absolute Return Strategy for investing. And implementing it have developed a model Absolute Return Portfolio that
seeks to provide consistent medium to long-term returns to investors from institutional style trading and investments.
- TA
Exclusive Services for Clients
- 24x7 Investment Valuations
- Monthly Financial Reports
- Half-yearly Personal Review of
Investments
- Active Customer Support
- TA Online Services
- Review of existing Portfolio -
free Investment Health Report
- Monthly Finance eNewsletter to
keep you updated on the latest happenings in the world of
Finance and Business (subscribe
now).
- Weekly Investment Tip for the
savvy Investors (click
here to read this week's Investment Tip)
For further
details please read our Services
Offered section.
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Q. Do
you charge for your Services?
A. We do not charge you for any of our
Services listed above (except for Asset Management Services) as we are compensated by the Financial
Institutions, for introducing clients to them. Thus, availing
our expert advice and services is absolutely free for you.
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top.
Q. Why should I choose you?
A.
You should choose us not only because we have the
caliber to provide the best possible financial solutions in
the market but also because we completely understand that your
financial needs and goals are unique and not the same as the
next persons. Before we actually recommend a particular
financial solution to you, we extensively analyze your current
financial situation, you future goals, your future plans (both
personal and professional), your risk tolerance levels, tax
and legal implications in your home country, and your own
views on your financial situation and ambitions. This analysis
enables us to provide you with personalized financial
solutions.
At the same time, once you become our
client, we provide high quality and on-going after sales
service to you that is at par with first world banking
services. Unlike others we do not leave you once you sign the
contract; rather we believe our real work begins thereafter.
To read what
a few of our existing clients have to say about us please click here to go to our TA -
The Right Choice section.
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Q. What
are Offshore Tax Havens?
A.
A tax haven is a place where certain taxes are levied
at a low rate or not at all.
Offshore
tax havens are independent islands such as the Isle of Man,
Guernsey, Jersey etc. that do not impose income tax or capital
gains tax on investments held by non-residents. Expatriates
who are non-tax resident from their home country can often
benefit from completely tax-free growth on investments that
they hold through financial institutions based in offshore tax
havens (please note that the above content is for information
purposes only).
To know more about
offshore tax havens and their regulations, please check the
following sites -
Isle of Man - www.gov.im
Guernsey - www.gov.gg
/ www.gfsc.gg
Jersey - www.gov.je
/ www.jerseyfsc.org
Hong Kong - www.hkma.gov.hk
Dublin - www.ifsc.ie
Luxembourg - www.bcl.lu
British Virgin Islands - www.bvi.org
Cayman Islands - www.caymanfinance.gov.ky
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top.
Q. How do I benefit by investing
Offshore?
A.
There are several benefits of investing Offshore. To
list a few -
 Higher return on
investments - Due to the absence of tax liabilities
in the offshore tax havens, an investment through institutions
domiciled there would fetch a higher return than an equivalent
investment held in a conventionally taxed environment
Unparalleled Investment
Security - All the financial institutions based in
the offshore tax havens are strictly regulated by the
governments of these islands. Moreover, these havens provide
investor protection compensation legislation that guarantees
highest levels of security for your investments (to know more
please visit the sites listed in the reply of the previous
question).
Unlimited Choice of
financial products - There are thousands of offshore
financial institutions offering hundreds of thousands of
financial products. So you can imagine there are hundreds of
financial products that can meet each of your needs. The
question is which one to choose, and it is here that our
expert management team steps in to devise the most suitable
financial solution for you.
Low
Charging structures - Most of the Financial
Institutions based offshore give good introductory discounts
to clients thus reducing the overall cost of investment. For
more details click
here to see the latest special offers by various financial
institutions.
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Q. How
do you guarantee security for my investments?
A. In the entire process of
investing though TA & Associates, rest assured TA never
touches your money. All transactions take place directly
between the financial institution and the investor, with TA
acting as a facilitator. In other words, when you set up an
investment account, the money is transferred directly from
your bank account to your new account with the financial
institution you have chosen. This guarantees complete security
for your investments.
Further, all the Financial Institutions
we source products from are AAA credit-rated by S&P &
Moody's and are market leaders with over 100 years of history.
Moreover, in case of Offshore Investments, all the offshore financial institutions are
domiciled in the strictly regulated offshore tax havens (read
above) that provide the highest levels of investor protection
compensation legislation available in the world, further
securing all your investments.
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Q. Is it
legal to invest Offshore?
A.
Yes, it is absolutely legal to invest Offshore for
any Nationality. The question is whether you are legally
required to declare your investments to your domestic tax
authority or not. For most nationalities the answer is No.
However, check with your Advisor for your individual status.
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Q. Which financial institutions do you
source financial products from?
A. Being Independent, we can
source financial products from almost every Financial
Institution & Fund House. However, we
are very selective about the Financial Institutions & Fund Houses whose
products we recommend. All the Financial Institutions we work
with are AAA credit rated by S&P & Moody's and are
market leaders with over 100 years of history. To name a few -
Generali Group, Friends Provident International, Hansard
International, Royal Skandia, Ashmore Investment Management, Thames River Capital, Krogmann & Partners etc.
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Q. Does meeting your Advisor mean
committing to your Company?
A. Of course not! Our first
meeting with you is only a Free Consultation meeting, where in
we discuss with you about our company and services and listen
to your views on your current financial situation and future
financial goals. On the basis of the discussion we ascertain
areas where we may be able to help you and give you an initial
advice. At this stage, if you feel that our services are
useful to you then we proceed for a second meeting. Otherwise,
we move ahead. (For details please read TA Working Process)
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top.
Q. What are the minimum investments
required to invest Offshore?
A. Minimum investments start at
USD 150 per month for Regular Savings Plans and USD 7500 for
Lump sum investments.
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Q. Can
you provide references from existing clients?
A. Yes, references are available
on request. (You can also read what few of our existing
clients have to say about us at TA-The Right
Choice)
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Q. Can I
track my investments online?
A. Yes, with our 24x7 Investment Valuations Service you can view the performance of your investments
24 hrs a day, 7 days a week from any online computer in the world!
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Q. What
happens when I move to another country?
A. When you move to another
country, we can work out any of the 2 options - You can
continue to receive regular Investment Updates & Reviews
from your existing TA Consultant via e-mail/internet, fax or
phone (whichever medium you choose). Or, As we have
representation in a number of countries, if you want, we can
pass you on to one of our locally based Associates.
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top.
Q. What happens to my offshore investments when I repatriate to my
home country?
A.
On repatriating to your home country you can still
keep your investments offshore though in most cases you would
be legally obliged to declare your investments.
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top.
Q. How do I get started?
A. All you have to do is to click here and fill up a
simple Contact Us form. One of our Advisors will get in touch
with you at the earliest.
Alternatively, you can also write to us
at Contact@TA-Asia.com
. Rest assured you will receive a response from us within 1
working day.
If you want us to review your existing portfolio
(a free service), please download our confidential Portfolio
Review Questionnaire and fill it up. Then, you can either
e-mail it to us at Contact@TA-Asia.com
or fax it to our Central Portfolio Management team at
(86-21) 62728543. We would either e-mail your Investment Health Report to you
or present it to you in person, depending upon your choice
& location. All information
provided by you will be treated as strictly confidential and
would not be shared with any third party.
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