Axa Wealth International has added a series of adviser charging features to its specialist offshore proposition to offer advisers a broader range of adviser charging options and trust features.
In December 2012, the company announced it could facilitate adviser charging from inside and outside the bond on its offshore products Evolution, Estate Planning Bond and International Portfolio Bond.
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It has now added several other features, including to allow ongoing adviser charging within the Estate Planning Bond as a fixed monetary amount or a percentage of the bond value.
In addition the Estate Planning Bond trust deeds have been amended to facilitate, where required, the delegation of investment powers to the settlor.
AXA Wealth’s flexible charging structure has also been introduced across the bond range.
Axa believes this will give clients greater control of the investment strategy within their trust while allowing them to continue a relationship with their existing investment adviser.
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By GlobalDataSimon Willoughby, head of proposition at AXA Wealth International, said: "The new enhancements will complement our existing range of adviser charging options and our flexible structure, an innovative solution for a fee-based world, one that is clear and transparent to both clients and their advisers."
