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Frequently Asked Questions

1: What are the account minimums?

$500 a month for monthly investments and $35,000 for lump sums.


2: What kind of fund houses can I invest in?

Blackrock, iShares, HSBC and countless others.


3: Investing for American expats - what are the options?

You can either put the policy in your wife or husband's name (if they are non-American) or go with a company that helps you file American taxes on investments. Our consultants will explain these options in detail to you.


4: What are the fees?

We charge 1% on most portfolios but 0.5% on accounts above $500,000. We have access to funds charging as little as 0.03% per year.


5: How do clients login to their portfolios?

There is 24/7 online access.


6: How long should I invest for?

It is up to you; however, markets and investments can go up or down. So being invested for 10+ years makes more sense.


7: Where are most of your clients based?

We have clients all around the world, in over 100 countries.


8: What makes you stand out?

A combination of the personal touch and investing in technology. We can offer clients more cost-effective options due to our structure, but you will still be assigned an advisor who will respond to your emails or WhatsApp messages without hours.


9: How can I add money to my account or withdraw money?

Just like everything else we do, it can all be done online.


10: Which currencies can the accounts be denominated in?

US Dollars(USD), Euros(EUR), British Pounds(GBP), Australian Dollars(AUD), Norwegian Krones(NOK), Swiss francs(CHF).


11: What are the average returns?

8% per year has been our average until now.


12: What documents are needed to set up an account?

①An online application form. ②We also need proof of identity such as ID card and passport. ③Proof of address dated in the last three months. Utility bills and bank statements are accepted.


13: How can I pay for the policy?

Credit or debit cards are accepted, alongside bank transfer. WeChat is not accepted. TransferWise is accepted for monthly investments.


Frequently Asked Questions

1: What are the account
minimums?

$500 a month for monthly investments and $35,000 for lump sums.


2: What kind of fund houses
can I invest in?

Blackrock, iShares, HSBC and countless others.


3: Investing for American
expats: what are the options?

You can either put the policy in your wife or husband's name (if they are non-American) or go with a company that helps you file American taxes on investments. Our consultants will explain these options in detail to you.


4: What are the fees?

We charge 1% on most portfolios but 0.5% on accounts above $500,000. We have access to funds charging as little as 0.03% per year.


5: How do clients login to their
portfolios?

There is 24/7 online access.


6: How long should I invest for?

It is up to you; however, markets and investments can go up or down. So being invested for 10+ years makes more sense.


7: Where are most of your
clients based?

We have clients all around the world, in over 100 countries.


8: What makes you stand out?

A combination of the personal touch and investing in technology. We can offer clients more cost-effective options due to our structure, but you will still be assigned an advisor who will respond to your emails or WhatsApp messages without hours.


9: How can I add money to my
account or withdraw money?

Just like everything else we do, it can all be done online.


10: Which currencies can the
accounts be denominated in?

US Dollars(USD), Euros(EUR), British Pounds(GBP), Australian Dollars(AUD), Norwegian Krones(NOK), Swiss francs(CHF).


11: What are the average
returns?

8% per year has been our average until now.


12: What documents are
needed to set up
an account?

①An online application form. ②We also need proof of identity such as ID card and passport. ③Proof of address dated in the last three months. Utility bills and bank statements are accepted.


13: How can I pay for the
policy?

Credit or debit cards are accepted, alongside bank transfer. WeChat is not accepted. TransferWise is accepted for monthly investments.


GET IN TOUCH
United Kingdom:
+44-208-144-0934
Hong Kong:
+852-8120-7898

Office Hours:
Monday - Friday
9:00 AM to 5:00 PM
STAY IN THE LOOP:

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Home Monthly Lump Sum Expat Services FAQs LinkedIn Reviews Videos US-Connected Persons Company Blog About Contact Login 2019 I-AMG, Ltd. Sitemap Website by: R. Stark