OPERATION OF PLAN
Smart and Sparkle are multi-functional financial plans that integrate savings, financial management, and trusts. We work with renowned global asset management companies and have established an asset platform, to enable you to enjoy free switching and discretionary portfolio management services provided by professional managers.
After the plan’s related costs are deducted, the total asset contributions are allocated into assets according to your asset choices. As with all financial investments, the value of the asset fluctuates depending on the performance of your selected assets. Metis CI also provides financial flexibility for specific targets. You may assign the entire plan to another person or increase the number of joint applicants.
Soter Trust Plan, designed for high net-worth individuals, combines the function of a discretionary trust together with strong asset protection element that is safeguarded by Cook Islands’ unique asset protection and International Trust Laws. The settlor who set up an offshore trust will be protected with the most comprehensive trust law and can instruct the trustee on how to manage the assets through a Letter of Wishes at any time.