Preview

Investor’s Visa of Credence Independent Advisors

Satisfactory Essays
Open Document
Open Document
398 Words
Grammar
Grammar
Plagiarism
Plagiarism
Writing
Writing
Score
Score
Investor’s Visa of Credence Independent Advisors
Tier 1 (Investor) Visa Portfolio Management

The UK Border Agency offers the opportunity to apply for a Tier 1 (Investor) Visa which can lead to British Citizenship for those who want to make a substantial financial investment in the UK.

When you invest with our Tier 1 (Investor) Visa Service, we will manage an investment portfolio for you, within the investment restrictions of the program, in line with your investment objectives. This is a discretionary service which allows you to concentrate on your other priorities while we have the responsibility for the day-to-day management of your investment portfolio.

You can meet and liaise with your own investment manager to build your personal investment strategy and create and monitor a portfolio to accommodate your specific needs that reflect your objectives and risk profile, while complying with the investment restrictions of the visa program.

Kareem Sattar joined Credence in 2014 as Investment Director and brings with him over 10 years of experience within the financial services industry. All of which have been spent in developing wealth management strategies for high net worth individuals and families.

Kareem advises on a broad range of financial matters including, Investment, sophisticated tax planning, pensions and retirement, financial protection, inheritance tax mitigation and investor visa portfolio management.

Prior to joining Credence, Kareem held positions with Walker Crips Stockbrokers, HSBC and Lloyds Banking Group. As a holder of the Chartered Wealth Manager designation from the Chartered Institute for Securities & Investment, Kareem is recognised as being at the pinnacle of his profession. His numerous qualifications include the Private Client Investment Advice and Management (PCIAM) qualification from the CISI and the Chartered Insurance Institutes Diploma in Financial Planning (DipPFS.)

Kareem can be contacted at:

Phone: +971 56 659 1934

Email:

You May Also Find These Documents Helpful

  • Satisfactory Essays

    Potential Midsem

    • 682 Words
    • 3 Pages

    Unit 1 Financial Planning Profession 1. What are some of the most important reasons that lead to a demand for financial planning services? 2. How might the business cycle, media and behavioural biases impact on investor behaviour? How can a financial planner help? 3. Discuss the historical development of the financial planning industry in Australia 4. Explain the relationship between the financial planning profession and other key components of the wealth management industry in Australia. 5. What is RG 146? Explain the differences between Tier 1 and Tier 2 in terms of the training requirements and scope of advice. 6. The financial planners operate in a dynamic regulatory environments. Discuss 3 recent regulatory changes that has a significant impact on the financial planning industry. Unit 2 Financial Planning Process and Statement of Advice 1. Explain the significance of each step in the six‐step financial planning process. Discuss the relevant legal requirements where applicable. 2. What are household financial statements? How should the assets be valued? How should a client compile information to construct these statements. List four pieces of information that you can learn from the financial statement and their implications for constructing a financial plan. 3. Discuss how does the financial planning needs/objectives/preference of a person vary over the life cycle. 4. Why is the risk tolerance/profile of a client important in the financial planning process? Describe and compare the methods that a planner can use to assess a client's risk tolerance. 5. Specify the structure and content of a comprehensive statement of advice. Relate to relevant legal requirements where applicable. 6. Provide examples of how conflict of interest that may arise in the financial planning profession? What can a planner do to mitigate these conflicts or their effects? Unit 3 Asset Allocation 1. Describe the key asset classes and their investment…

    • 682 Words
    • 3 Pages
    Satisfactory Essays
  • Best Essays

    Shim, J. K. & Siegel, J. G. (2000). Financial Management (2nd ed.). Barron 's Educational Series.…

    • 1689 Words
    • 7 Pages
    Best Essays
  • Satisfactory Essays

    In Partial Fulfillment of the Project Study in Masters of Business Administration Programme of Gujarat Technological University…

    • 11633 Words
    • 47 Pages
    Satisfactory Essays
  • Better Essays

    Keown, A. J., Martin, J. D., Petty, J. W., & Scott, D. F. (2005). Financial management:…

    • 2183 Words
    • 9 Pages
    Better Essays
  • Powerful Essays

    Zeus asset management

    • 1633 Words
    • 9 Pages

    In fact, Zeus Asset Management concentrates on risk–averse, high net worth individuals and companies with various return and risk profile. With individually managed account, the company apply the minimum requirement of $2 million, the portfolios then customized based on an investor’s investment objectives and risk-return profile alongside with other particular concerns, such as: tax, liquidity, legal restrictions, diversification, time horizon… Besides, ZAM has constructed a range of mutual funds, including equity fund, bond fund, balance fund and international fund, to meet the requirements of different clients.…

    • 1633 Words
    • 9 Pages
    Powerful Essays
  • Satisfactory Essays

    The portfolio must have investments in 3 funds: a growth fund, an income fund, and a money market fund. There are also several requirements as to the composition of the investment. There are also several requirements as to the composition of the investment. The amount invested in the growth fund must be between 20% to 40% of the total portfolio value. The amount invested in the income fund must be between 20% to 50% of the total portfolio value. The amount invested in the money market fund must be greater than 30% of the total…

    • 1394 Words
    • 6 Pages
    Satisfactory Essays
  • Good Essays

    Ben Coombs Interview

    • 340 Words
    • 2 Pages

    The interview of Ben Coombs contained numerous insights into the life of the financial profession. His initial education background that consisted of a history in UCLA and Occidental College in Los Angeles was influential in shaping his career. After graduation, he chose to follow his father’s example and joined the finance career. He was soon appointed the President of Institute of Certified Financial Planners (ICFP), one of the top financial consultancy companies in the United States. His struggle in the process of seeking certification indicates the need for people to have a strong understanding of their desires. Ben Combs noted that he had no wish to work in the formal sector. Instead, he chose to build his…

    • 340 Words
    • 2 Pages
    Good Essays
  • Satisfactory Essays

    Joseph Grund

    • 319 Words
    • 2 Pages

    An associate manager with the Palm Beach Gardens, Florida offices of Ameriprise Financial Services, Inc., Joseph Grund provides a range of customized insurance, investment, wealth management, retirement, and estate planning services. He has more than 22 years of experience in the field of financial advisement and holds active membership in the United States Financial Industry Regulatory Authority. Before joining the Ameriprise team in 2008, Joseph Grund served 15 years as a vice president with H&R Block Financial Advisors. He completed his undergraduate education at Yale University, where he excelled as a member of the varsity swimming team and water polo club team.…

    • 319 Words
    • 2 Pages
    Satisfactory Essays
  • Best Essays

    For organisations operating in unpredictable and competitive markets, it becomes a challenge for fund managers to create an optimal investment portfolio for their companies and their clients. Fund managers are presented with various prospects in emerging markets, equities, real estate, corporate bonds, government bonds, hedge funds, financial derivatives, and other alternative investments options. With such a diverse investment market, it becomes increasingly complicated for fund managers and other investors to shape, manage and monitor investment portfolios. This report presents a discussion on the future strategic asset allocations which Kaplan should employ in making its investments in order to ensure high levels of profitability in the company.…

    • 2397 Words
    • 10 Pages
    Best Essays
  • Powerful Essays

    Financial Analysis

    • 3147 Words
    • 13 Pages

    Petty J. William, Peacock Rolffe, Martin Peter, Burrow Michael, Keown Arthur J, Scott Jr David F, Martin John D (2000): Financial Management 2nd edition…

    • 3147 Words
    • 13 Pages
    Powerful Essays
  • Good Essays

    Rob Parson (“RP”) has 10 years of experience in the FI sector. He is kind of a rebel and has not the traditional background for an investment banker. He dropped out of school for some time, attended a normal (not “Ivy league”) college and then got an MBA. He started working at a commercial bank in the savings and loan business. This area was booming and he performed very well. He worked at 3 investment banks and then joined MS to work with Nasr.…

    • 1034 Words
    • 5 Pages
    Good Essays
  • Powerful Essays

    Finance

    • 2116 Words
    • 9 Pages

    The client expect from their portfolio managers are to help them manage their money in less time. Most of the client requires a portfolio manager who can preserve their money on time, who can plan in saving of his client according to their need and preferences, who can discuss any concerns regarding money or saving, the client can interact with his appointed portfolio manager on monthly basis.…

    • 2116 Words
    • 9 Pages
    Powerful Essays
  • Satisfactory Essays

    PERSONAL WEALTH MANAGEMENT ASSIGNMENT: SEMESTER 1 2013 DUE DATE: Week 9 (at lecture) TOPICS COVERED: 1-7 ASSIGNMENT IS WORTH 20 MARKS (Marked out of 100 and scaled to 20) ASSIGNMENT REQUIREMENTS You have been provided with a Client Data Form for Winston and Yvonne Kee. Winston and Yvonne have come to you for financial planning advice and have completed their personal financial details and provided information about their needs and objectives. You are to use the information in the Client Data Form to answer the assignment questions. This is a group assignment and you will be required to form a group in the first two classes. A group is 4 students. Each member of the group is to participate fully in the assignment and the group is required to submit a signed statement attesting to full participation and contribution by group members. Where the group believes a member has not contributed sufficiently to the work submitted, this should be documented. In this event, the member may receive a lower mark for the assignment than the other group members. Your assignment should be typed and securely bound. Start each question on a new page. Show your workings.…

    • 650 Words
    • 3 Pages
    Satisfactory Essays
  • Best Essays

    Mr. Ezekiel

    • 3861 Words
    • 20 Pages

    Siegel, J. K. S. a. J. G., 2008. Financial Management. 3rd ed. Sydney: Barron 's Educational Series.…

    • 3861 Words
    • 20 Pages
    Best Essays
  • Satisfactory Essays

    The investment including Money market funds, corporate debt securities and Debt securities issued by United States Treasury total are $1,592,973 in 2010. In 2009, these investments total are $1,020,970 in the income statement. The income has increased over the last 2 years reported.…

    • 269 Words
    • 2 Pages
    Satisfactory Essays