An international investment structure that combines contribution flexibility, access to global markets, and full control of your portfolio.
Plan Flexible is an international investment solution that adapts to your current financial capacity without sacrificing long-term vision.
Contributions tailored to you. Access to diversified global markets. Solid legal structure. And the ability to adjust your portfolio whenever your strategy requires it.
Because investing intelligently doesn’t mean immobilizing your capital. It means moving it with direction.
Define the amount and frequency of your contributions according to your current financial situation.
Access international market instruments with active management and constant visibility.
Monitor, adjust, and make informed decisions about your investment structure in real time.
A long-term structure with liquidity windows designed so you have access when you truly need it.
Plan Flexible is ideal if you are in an active wealth-building stage, with variable investment capacity and a need to maintain some financial mobility.
Through our Flexible plans, clients not only enjoy the freedom to create their own unit allocations, but also benefit from recognized asset managers with proven results and industry expertise.
Their sophisticated research and analytics capabilities, along with proven track record provides our participants access to the investment performance of the some the best asset managers in the world.
Our plans provide you with a unique range of benefits to help you allay your financial concerns and design a future that includes you, your family, and your loved ones.
Maximum Flexibility and Control.
A flexible lump sum plan which allows clients to create their own portfolio of unit allocations from a variety of perfomance benchmarks.
Freedom and choice.
A regular savings program offering potential for growth and allowing you to adjust unit allocations to meet life’s changing needs.
