Axa Wealth International has made a series of enhancements to its specialist offshore proposition to offer advisers a broader range of adviser charging options and trust features.
Ongoing adviser charging within the Estate Planning Bond is now possible as a fixed monetary amount or a percentage of the bond value giving clients and advisers more choice in their payment options. In addition the Estate Planning Bond trust deeds have been amended to facilitate, where required, the delegation of investment powers to the settlor. This provides clients with greater control of the investment strategy within their trust and allows them to continue a relationship with their existing investment adviser. Axa Wealth International has also created a new Adviser Charges Pa...
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