Our Plans

Plan Operation

Smart II / Smart Pro and Sparkle II / Sparkle Pro are multi-functional financial plans that integrate savings, trusts, and financial management. 

After the plan’s related costs are deducted, the total asset contributions are allocated into the assets according to your asset choices. As with all financial investments, the value of the asset fluctuates depending on the performance of the selected assets. Metis CI also provides financial flexibility for specific targets.

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.

SMART II / SMART PRO Many a little makes a mickle

Smart II and Smart Pro are regular savings plans. With a contribution period of 5-30 years, it adapts to your financial planning throughout different stages in life. The Plan offers flexible contribution frequencies and the minimum contribution amount is only US $300 per month or the currency equivalent. Additional contributions can be made after the plan has been issued to accelerate the accumulation of your assets.

  • Flexibility on adjusting contribution to meet your financial position
  • Multiple bonus 
  • Currency selection
  • Flexible withdrawal for urgent use or pension needs
  • 24/7 access to your account information online
  • Security of your asset
  • 30 day cooling-off period
SPARKLE II / SPARKLE PRO Single contribution accelerates your gains

Sparkle II and Sparkle Pro are single lump sum contribution plans, which are suitable to fulfill your medium-term financial goal. Your contribution to Sparkle II or Sparkle Pro should be at the minimum of US$20,000 or the currency equivalent. You can also contribute US$3,000 or above for each additional contribution at any time. After the Plan becomes in force, withdrawals can be made at any time but subject to a maximum withdrawal amount (if any).

  • Loyalty bonus
  • Currency selection
  • Flexible withdrawal for urgent use or pension needs
  • 24/7 access to your account information online
  • Security of your asset
  • 30 day cooling-off period
SOTERThe Smart and Intelligent Choice to Safeguard Your Assets

Soter Trust Plan, designed for high net-worth individuals, combines the function of a discretionary trust together with strong asset protection element. Metis CI aims at developing the best possible cross-border wealth management and trust solutions. We accomplish this goal by assisting our clients in establishing offshore trust plans, personal wealth management plans, family inheritance, employee benefits arrangements, shareholder retirement programs, and estate tax planning.

There are numerous wealth management tools available on the market, but only Soter Trust Plan can bring you the unique benefits of:  

  • Succession Planning
  • Avoidance of Probate
  • Asset Protection
  • Privacy
  • Pre-marital Planning
  • Tax
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