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Education Fund Planning

                  Education Fund Planning




Geneva   London   Paris      Brussels       Monaco   Nassau
Education Funds
What are the Benefits of Education Funds?

Greater flexibility to input funds

Reduced your tax burden

Higher rates of return than savings accounts

Global and currency diversified funds that protect against currency fluctuations

Broader range of investment opportunities

Ensure that your child’s education is provided for regardless of country of
study or length of degree program




Global Financial Expertise Wherever You Are                         www.prycewarner.com
Education Funds
About Education Funds

In the past few decades and especially so in recent years, the cost of private education,
university and post-graduate education have increased dramatically.

This means that it is vital to start planning education funding at the same
time you are planning to have children. Even if your children are just getting
ready to go to university, an education fund plan can still help ensure they are covered
during their course.

It is important to keep in mind that as part of any plan you need to account for
living costs as well as tuition. If your child is attending a boarding school or
university away from home, then it may be necessary to pay for rent and other
day-to-day expenses as well.

Education Funds offer a means of saving and investing for education fees that allows
parents and grandparents to make provisions for top quality education for their children.


Global Financial Expertise Wherever You Are                         www.prycewarner.com
Why Pryce Warner International Group?
40 Years Experience In Dealing with the Needs of Expats Throughout the World

Greater Control over Your Investment Management

Greater Breadth of Investment Opportunities

Proven track record of consistent growth

Transparent Costs

Clear & Concise Investment Reporting




Global Financial Expertise Wherever You Are
Investment Options

Portfolio Investments can be tailored around your needs and circumstances

Particular attention will be paid to you withdrawal requirements & the currencies
required

All our portfolios are Multi-Currency and Globally Diversified

Freedom to Add & Remove funds as needed




Global Financial Expertise Wherever You Are
Our Fund Performances as at 1st February 2013




            Performances are Shown in %Annual Compound Rates of Growth

                      See next slide for relevant fund details

Global Financial Expertise Wherever You Are
Pryce Warner lnternational Growth Portfolio
This Portfolio is a Multi-Currency Globally Diversified Equity Portfolio providing
comprehensive access to markets around the world & provides a suitable structure for
investors requiring regular income provision.

Pryce Warner lnternational Growth & lncome Portfolio
This Portfolio is a Multi-Currenry Globally Diversified Equity Portfolio providing
comprehensive access to markets around the world whilst at the same time providing
added focus for the regular income needs of investors.

Pryce Warner lnternational Bond & lncome Portfolio
This Portfolio is a Multi-Currency Globally Diversified Portfolio providing comprehensive
access to Bond & lncome Producing lnvestments around the world whilst at the same
time providing for the regular income needs of investors.

Pryce Warner lnternational Property & lncome Portfolio
This Portfolio is a Multi-Currency Globally Diversified Property Portfolio providing
comprehensive access to property markets around the world. The portfolio allows
complete liquidity whilst at the same time accessing & investing in the global property
markets in a diversified & balanced manner.


Global Financial Expertise Wherever You Are
In summary…
We are an INDEPENDENT Consultancy Group with over 40 YEARS experience

We have a PROVEN TRACK RECORD

We work with the WORLD’S BEST INVESTMENT MANAGERS

We provide a PERSONAL SERVICE for our clients




                       COULD YOU BE DOING MORE TO ENSURE YOUR CHILD”S
                       EDUCATION IS PROVIDED FOR?




Global Financial Expertise Wherever You Are
Education Fund Planning

                  Education Fund Planning




Geneva   London      Paris      Brussels    Monaco   Nassau
Education Fund Planning

                  Education Fund Planning




Geneva   London      Paris      Brussels    Monaco   Nassau

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Education Fund Planning

  • 1. Education Fund Planning Education Fund Planning Geneva London Paris Brussels Monaco Nassau
  • 2. Education Funds What are the Benefits of Education Funds? Greater flexibility to input funds Reduced your tax burden Higher rates of return than savings accounts Global and currency diversified funds that protect against currency fluctuations Broader range of investment opportunities Ensure that your child’s education is provided for regardless of country of study or length of degree program Global Financial Expertise Wherever You Are www.prycewarner.com
  • 3. Education Funds About Education Funds In the past few decades and especially so in recent years, the cost of private education, university and post-graduate education have increased dramatically. This means that it is vital to start planning education funding at the same time you are planning to have children. Even if your children are just getting ready to go to university, an education fund plan can still help ensure they are covered during their course. It is important to keep in mind that as part of any plan you need to account for living costs as well as tuition. If your child is attending a boarding school or university away from home, then it may be necessary to pay for rent and other day-to-day expenses as well. Education Funds offer a means of saving and investing for education fees that allows parents and grandparents to make provisions for top quality education for their children. Global Financial Expertise Wherever You Are www.prycewarner.com
  • 4. Why Pryce Warner International Group? 40 Years Experience In Dealing with the Needs of Expats Throughout the World Greater Control over Your Investment Management Greater Breadth of Investment Opportunities Proven track record of consistent growth Transparent Costs Clear & Concise Investment Reporting Global Financial Expertise Wherever You Are
  • 5. Investment Options Portfolio Investments can be tailored around your needs and circumstances Particular attention will be paid to you withdrawal requirements & the currencies required All our portfolios are Multi-Currency and Globally Diversified Freedom to Add & Remove funds as needed Global Financial Expertise Wherever You Are
  • 6. Our Fund Performances as at 1st February 2013 Performances are Shown in %Annual Compound Rates of Growth See next slide for relevant fund details Global Financial Expertise Wherever You Are
  • 7. Pryce Warner lnternational Growth Portfolio This Portfolio is a Multi-Currency Globally Diversified Equity Portfolio providing comprehensive access to markets around the world & provides a suitable structure for investors requiring regular income provision. Pryce Warner lnternational Growth & lncome Portfolio This Portfolio is a Multi-Currenry Globally Diversified Equity Portfolio providing comprehensive access to markets around the world whilst at the same time providing added focus for the regular income needs of investors. Pryce Warner lnternational Bond & lncome Portfolio This Portfolio is a Multi-Currency Globally Diversified Portfolio providing comprehensive access to Bond & lncome Producing lnvestments around the world whilst at the same time providing for the regular income needs of investors. Pryce Warner lnternational Property & lncome Portfolio This Portfolio is a Multi-Currency Globally Diversified Property Portfolio providing comprehensive access to property markets around the world. The portfolio allows complete liquidity whilst at the same time accessing & investing in the global property markets in a diversified & balanced manner. Global Financial Expertise Wherever You Are
  • 8. In summary… We are an INDEPENDENT Consultancy Group with over 40 YEARS experience We have a PROVEN TRACK RECORD We work with the WORLD’S BEST INVESTMENT MANAGERS We provide a PERSONAL SERVICE for our clients COULD YOU BE DOING MORE TO ENSURE YOUR CHILD”S EDUCATION IS PROVIDED FOR? Global Financial Expertise Wherever You Are
  • 9. Education Fund Planning Education Fund Planning Geneva London Paris Brussels Monaco Nassau
  • 10. Education Fund Planning Education Fund Planning Geneva London Paris Brussels Monaco Nassau

Editor's Notes

  1. Update countries- remove Dublin, Madrid & Frankfurt Add Roger’s name & job title.
  2. Please would you put 4 funds on silde as shown on Corporate review.
  3. Update countries- remove Dublin, Madrid & Frankfurt Add Roger’s name & job title.