Our Plans

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.

SMART Many a little makes a mickle

"Smart" is a regular savings plan based on the concept of Dollar Cost Averaging that seeks to minimize your financial risks. The plan helps to avoid the impact arising from market fluctuations, low interest rates, and inflation. 

  • Flexibility on adjusting contribution to meet your financial position
  • Multiple bonus and asset allocations
  • Choices of currency selection
  • Multiple asset classes for your selection
  • Multiple plan owners and assignment of the plan permitted
  • Flexible withdrawal for urgent use or pension needs
  • Free and unlimited asset switching
  • Portfolio management
  • 24/7 access to your account information online
  • Security of your asset
  • Preferential taxation
  • 30 day cooling-off period
SPARKLE Single contribution accelerates your gains

"Sparkle" is a single lump sum contribution plan. This Plan provides enhanced features such as flexible withdrawal options, short holding period, and is suitable to fulfill your medium financial needs, such as mortgage, down payments, and venture capital.

  • Loyalty bonus
  • Choices of currency selection
  • Multiple asset classes for your selection
  • Multiple plan owners and assignment of the plan permitted
  • Flexible withdrawal for urgent use or pension needs
  • Free and unlimited asset switching
  • Portfolio management
  • 24/7 access to your account information online
  • Security of your asset
  • Preferential taxation
  • 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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