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The Church House Tier 1 Investor Portfolio Service is a discretionary investment management service, designed and tailored to meet the guidelines provided by the Home Office Tier1 (Investor) Policy.

At a Glance

  • Designed and tailored to meet UKVI Tier 1 (Investor) Points Based System
  • Active Management of Portfolio Assets
  • Regular Portfolio Reviews and Client Reports (Quarterly)

Overview and Investment Criteria

Church House Investment Management provides you with a discretionary investment solution that fully complies with investment guidelines under the UK Visas and Immigration Tier 1 (Investor) Programme.

At the same time, your dedicated Client Director will tailor your portfolio according to your individual needs, risk tolerance and your investment time horizon.

Investment Process

We will work with you to explore the most suitable options to meet your individual investment needs based on your risk appetite and investment objectives.

Once the initial application criteria are met, your Client Director will recommend and construct a suitable portfolio of UK government securities and/or corporate bonds.

After agreeing on the strategic asset allocation, we will employ highly disciplined and active management techniques to select the individual securities.

Investment Review and Reporting

We will monitor your investment portfolio on an ongoing basis and will make any necessary adjustments in accordance with your pre-determined Tier 1 Programme investment objectives and criteria.

We will provide and certify, if necessary, regular investment reports and account statements (quarterly) for reporting purposes to UKVI.

Custody and Safekeeping

Church House has no lien over client monies.

Securities held by Church House and managed on behalf of clients are all held by an independent nominee company, RBC Investor Services Ltd, a wholly-owned subsidiary of Royal Bank of Canada, one of the largest and most highly regarded custodians and it is rated AA- by Standard & Poors.

Contact Us

To learn more about CH Tier1 Investor Portfolio Service, please contact:

Angelina Yap | Client Director (Asia Pacific)
Tel: +44 (0) 207 534 9878 | 21 Grosvenor Street, Mayfair, London W1K 4QJ
angelina.yap@church-house.co.uk

概览

  • 设计和定制能满足英国签证及移民 (UK Visas & Immigration) Tier 1 (投资者)投资移民计分制的投资计划
  • 主动管理投资组合内的资产
  • 定期(每季度或半年度)提供投资组合回顾和客户报告

概述和投资准则

八德腾投资管理为您提供完全符合英国签证及移民局Tier 1(投资者)计划要求的全权委托投资方案。

与此同时,您的客户主任会根据您的个人需求,风险承受能力和投资时间长短来调整你的投资组合。

投资流程

根据您的风险偏好和投资目标,我们将与您一起商讨最合适的选择以满足您的个人投资需要。

当你符合初步申请条件,你的客户主任会建议及订定一个适合你的英国政府证券及/或公司债券的投资组合。

商定策略性资产配置後,我们将以高度自律和主动的管理技术来挑选个别证券。

投资回顾和报告

我们会持续地监控你的投资组合,并会按照你预先设定的投资目标和准则进行必要的调整。

如有必要,我们将提供具证明效用的定期投资报告及会计报表(按季度或半年度),让你提交到英国签证及移民作报告用途。

财富托管及保管

八德腾投之管理对客户款项没有任何留置权

八德腾投资管理为客户管理的证券都会由一家独立的代理人公司代为保管。该公司为 RBC Investor Services Trust (加皇信托公司),乃加拿大皇家银行的全资附属公司,属标准普尔 (S&P) AA- 级别。

联系我们

要了解更多有关CHTier1资移民投资服务,请联系:

叶玉华 | 客户总监(亚太区)

电话:+44 (0) 207 534 9878 | 地址:21 Grosvenor Street, Mayfair, London W1K 4QJ 邮箱: angelina.yap@church-house.co.uk