OUR INVESTMENT SERVICE TIER 1 (INVESTOR)

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1 OUR INVESTMENT SERVICE TIER 1 (INVESTOR)

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3 Quilter Cheviot has a heritage that can be traced back to We are one of the UK s largest discretionary investment management firms, focusing on providing and managing bespoke investment portfolios for private clients, trusts, charities and pension funds. Our investment managers are committed to building long-term relationships with their clients, established on a foundation of exemplary personal service and investment expertise. 03

4 TIER 1 (INVESTOR) VISA To encourage foreign investment, the Home Office has implemented the Tier 1 (Investor) Visa programme whereby individuals can make a substantial investment in the UK and potentially obtain Indefinite Leave to Remain with the prospect of British Citizenship (if so desired). The Visa stipulates that if an eligible investor makes a minimum investment over a specified period of time, then they may potentially obtain an indefinite right to remain in the UK. INVESTMENT ROUTES OF THE TIER 1 (INVESTOR) CATEGORY There are three routes for UK residency that can be achieved over different timescales depending on the amount invested: 2 MILLION 5 MILLION 10 MILLION 1 year 2 years 3 years 4 years 5 years 6 years Indefinite Leave to Remain British Citizenship 1 year 2 years 3 years 4 years 5 years Indefinite Leave to Remain British Citizenship 1 year 2 years 3 years 4 years 5 years Indefinite Leave to Remain British Citizenship 04

5 GETTING YOU THERE Investment Strategy We will present and discuss a bespoke portfolio solution based on our understanding of your affairs. Initial Consultation You will meet with a dedicated Tier 1 investment management specialist. This will give a mutual opportunity to get acquainted and to see how our services can be of assistance. Understanding You We will seek to obtain a more detailed understanding of your circumstances relevant to the account opening process and potential investment strategy. Investment With the account open and funds transferred, we will invest the monies within 90 days of the specified date in accordance with the agreed investment strategy. We will also issue a confirmation letter for the Home Office. Reporting and Monitoring You can be assured of diligent portfolio management, market analysis, regular reporting, meetings and fullycompliant Home Office communications. You can also view your portfolio online via secure internet access giving you 24/7 access to portfolio valuations wherever you may be. WHY CHOOSE QUILTER CHEVIOT? QUILTER CHEVIOT EXPERTISE Quilter Cheviot have been advising clients for over 240 years and have been working with professional advisers since the launch of Tier 1. We aim to simplify an otherwise complicated route of securing residency in the UK. We are experienced in constructing and managing portfolios within the restrictions that apply to Tier 1 (Investor) Visa rules, and apply a personal solution to meet each client s requirements. We draw on an investment framework that combines the skills of a dedicated research team with those of experienced investment managers to provide the optimum solution for our clients. BESPOKE SERVICE In order to provide a truly personalised service we assign an investment manager to each of our clients, who performs both the investment management and relationship roles. This allows the investment manager to have a clear understanding of the client s objectives and provide a focused solution. You will always speak directly to the person making the investment decisions. PROTECTING YOUR CLIENT S VISA APPLICATION Our primary focus is that you achieve Indefinite Leave to Remain (ILR) status through diligent account management. At Quilter Cheviot, we have invested heavily in our systems to ensure the portfolio is managed in line with the Home Office requirements. COMMUNICATION & REPORTING To ensure that we meet all requirements set out by the Home Office, we provide clear client reporting. This includes a portfolio valuation, performance report, transaction schedule, and capital and income statements. We will happily provide interim valuations upon request and secure internet access. This allows clients to view their portfolio online whenever they wish. At the end of each financial year a comprehensive reporting package in accordance with HMRC guidelines is provided as part of the service. This comprises of a consolidated tax certificate, valuation, transaction schedule and capital gains tax. Depending on preference, this can be sent to you, your advisor or we can send copies to both of you. REGIONAL PRESENCE With a head office in London and a network of regional offices throughout the UK and Jersey, we are ideally placed to provide a local, personal approach. 05

6 Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover what you invest. This document is not intended to constitute financial advice; if you are in any doubt as to its contents you should seek professional financial advice. Investments and investment services referred to may not be suitable for all recipients. CONTACT US QUILTER CHEVIOT One Kingsway London WC2B 6AN e: t: +44 (0) OTHER QUILTER CHEVIOT OFFICES: Belfast t: +44 (0) Birmingham t: +44 (0) Bristol t: +44 (0) Edinburgh t: +44 (0) Glasgow t: +44 (0) Jersey t: +44 (0) Leicester t: +44 (0) Liverpool t: +44 (0) Manchester t: +44 (0) Salisbury t: +44 (0) quiltercheviot.com Quilter Cheviot Limited is registered in England with number Quilter Cheviot is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority. 06

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