Security, Confidentiality and Service
Security
and Confidentiality.
Royal Oak Investments feel that Investor Protection and
Confidentiality, together with Tax Efficiency should be primary
elements of any investment strategy. It is for this reason that as a
company we will only give recommendations from three places in the
world, the Isle of Man, Jersey and Guernsey.
This is due to their unrivalled 'Investment Compensation Schemes', which offers up to 90% of the value of YOUR investment in the unlikely event of the Institution being unable to meet its liability.
The islands laws strictly forbid financial institutions to disclose details and their dealings to any third party, including a tax authority of any other country. Offering you total Confidentiality.
Service
Guarantee.
Probably the most vital element of any good investment strategy is
regular continuity of service, which is why at Royal Oak
Investments we guarantee to review ALL of our clients at least
once each year, wherever they may move to in the world. This will
ensure that wherever YOUR investments are situated, regular reviews
will help to consistently place the RIGHT MONEY in the RIGHT PLACE at
the RIGHT TIME.
Investor
Protection
The United Kingdom investor protection laws rank as some of the best
in the world and the Department of Trade and Industry has granted the
islands of Jersey, Guernsey and the Isle of Man 'Designated
Territory Status', meaning that they are able to offer equal or
better investor protection.
They go so far as to offer the best investor protection scheme in the world, providing all policyholders compensation of up to 90% of their investment value in the unlikely event that the Company is unable to meet its liability. The priority system prevents the 'investor compensation scheme' proceeds from being used to meet the claims of any other creditors.
Stability
& Confidentiality
Although the British Crown has provided foreign representation and
defence to the Channel Islands since the 13th century, the islands are
self-governing under a non party system. The Isle of Man goes so far
as boasting the oldest Government in the world - In existence for over
1,000 years.
Total Confidentiality is assured as the laws of the islands strictly forbid the disclosure of any investors' details or their dealings to any third party, including a tax authority of any other country.
Although the Islands are within the Common Customs Area and flow of goods are not impeded by trade barriers - they remain outside the European Community for all other purposes. There are also no exchange controls.
Tax
Mitigation
Tax Free Growth:
Providing YOU are a non-resident of the relevant island(s), investors
have no liability to tax on the income or capital gains of investment
funds from either the Channel Islands or the Isle of Man. So, with the
exception of a small withholding / corporation tax on the income
deriving from some securities, (imposed at source), capital will grow
entirely free of tax.
Due to the absence of tax liabilities, the return on a Channel Islands or Isle of Man investment will provide a higher return than an equivalent investment held in a conventionally taxed environment.
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The information within this Internet site, ("website"), DOES NOT act as;
i. an investment advertisement,
ii. the carrying out of investment business,
iii. an offer of any kind of investment advice, and as such its contents should not be relied upon for any purpose.
Royal Oak Investments Group offer advice strictly on an individual basis and visitors should ensure they seek professional advice from an experienced Consultant from within the Royal Oak Investments Group, prior to considering an investment of any description.
The Information in this website is not targeted at the residents of any particular country and is not intended for distribution or use by, any person in any jurisdiction or country where any laws or regulations would prevent such distribution or use.
Neither the information nor any opinion expressed in this website constitutes an offer by any of the Royal Oak Investments Group of companies to buy or sell any securities or financial instruments.
The information in this website is intended as a description of the Royal Oak Investments Group and the services, securities and financial instruments described may not be available to or suitable for you.
The value and income of the securities or financial instruments mentioned in this website can fall as well as rise and investors may get back less than they invested. Past performance is not necessarily a guide to future performance.
Visitors to this website should be advised that investors' tax affairs are their own responsibility and investors should consult their own legal or tax advisors in order to satisfy themselves as to any potential tax liability.
The information presented in this website was obtained from various sources; it is believed to be reliable but is subject to change at any time without prior notification. The Royal Oak Investments Group does not guarantee its completeness or accuracy.
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Additional information is available upon request.