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.