Expat Gold Saving Plan

Expat Gold Savings Plan is saving strategy that provides liquid exposure to gold. Investing in gold through financial instruments allows for dynamic portfolio management with low transaction costs, immediate liquidity and secure storage. Unlike the purchase of physical gold, where the packages (bars, coins) are indivisible, when investing through a financial instrument, the increase or decrease of the exposure happens easily with the purchase / sale of shares on the stock exchange. The assets are stored in electronic securities depositories in the name of the investor, more secure and cheaper compared to the options and costs for storing physical gold.

The investment through regular monthly payments helps to overcome market fluctuations over a long investment horizon. The saving plan provides flexibility in determining the amount and frequency of the incoming transfers, and immediate liquidity. The investments under the Expat Gold Savings Plan are exempt from income tax for Bulgarian individuals and legal entities.

Expat Protected Principal Strategies

Our Protected Principal strategies are conservative portfolios with an investment focus on some of the most significant economies in the world. The structure of this type of investment account allows for better returns compared to traditional savings products in the same currency, high level of protection of the invested capital, low credit and market risk of the investment, and immediate liquidity.

Expat Germany Protected Principal in EUR is a conservative portfolio in euro with an investment horizon of 5 years. This investment in the largest EU economy provides high level of protection for the invested capital, higher expected yield compared to traditional saving products in EUR, low credit and market risk of the investment, and immediate liquidity.

Expat USA Protected Principal in USD is a conservative portfolio in US dollars with an investment horizon of 5 years. This investment in the world's largest economy provides high level of protection for the invested capital, low credit and market risk of the investment, and immediate liquidity, while preserving the capital gain potential.

Expat UK Protected Principal in GBP is a conservative portfolio in pounds with an investment horizon of 5 years. This investment in the economy of the United Kingdom provides high level of protection for the invested capital, low credit and market risk of the investment, immediate liquidity, and higher expected yield compared to traditional saving products in GBP.

Expat Japan Protected Principal in USD is a conservative portfolio in US dollars with an investment horizon of 5 years. This investment in the economy of Japan provides high level of protection for the invested capital, low credit and market risk of the investment, and immediate liquidity, while preserving the capital gain potential.

Expat China Protected Principal in USD is a conservative portfolio in US dollars with an investment horizon of 5 years. This investment giving exposure to one of the world's most dynamically developing economies provides high level of protection for the invested capital, low credit and market risk of the investment, and immediate liquidity, while preserving the capital gain potential.

For more information, please contact us.