Programmes for Wealth International can provide a truly in-depth investment report. This is based on the details you provide by completing the following Client Profile questionnaire. The report covers:

• All areas pertaining to your current financial planning position and future objectives
• Step-by step recommendations and strategy for implementation
• Recommendations on offshore funds from our Fund Research and Analysis department

Our wealth of experience, our independence and access to the best quality funds and fund groups enables our Fund Research and Analysis department to provide the report. Once received this can be kept and referred to in the future.
Click here to go to the Client Profile questionnaire.

What exactly do I get?
We try very hard to make our report as thorough and as comprehensive as we can. A full reappraisal of your current situation is assessed, and thorough consideration of any extra information appertaining to your position is ascertained, and new recommendations to achieve your objectives are outlined. All brochures, details, fund history, data and application forms are enclosed, enabling you to reach your decision in the comfort of your own home, in the privacy of your own house, and in your own good time.

How objective is the report?
Completely. PWI do not exclusively represent any insurance company, fund management group investment affiliate or mutual fund, broker house or any investment company whatsoever. We are completely independent investment advisers, and not investment managers. We do not run any in-house funds, nor market any in-house products. When we recommend a fund or a particular product, it is on the basis that it can compete at every level. There is no bias as far as we are concerned. Our independence is important to us and we wish to protect it! Be warned though - in our quest for open, honest, independent and genuine advice, some of our recommendations on parts of your investment portfolio may not be all that complimentary - but isn't that what you wish to be given advice on anyway?

How confidential is the report?
Totally - we know how important client confidentiality is to you. We guarantee to you that your details are never disclosed to any third party. You and only you yourself will disclose any personal details on any investment application to an investment group. We would not wish to betray your trust and deny ourselves the potential of your future good will.

How detailed?
We try to ensure that as far as is possible, we will put you in a position of being able to think, decide and act on your investment strategy at the end of our report. Any prospectus, history, fund performance or data that can be obtained on a fund or product is sent.

Is there a catch?
None at all - our huge international success is based on the simple premise that we mean what we say, and we would certainly have no intention of killing off the goose that lays the golden eggs.

What is the procedure?
Complete the Client Profile that follows. All information is treated in the very highest and strictest confidence (no mailing lists are sold to potential competitors!). A detailed report is sent, without either commitment or obligation on either party, summarising the points raised. This is concluded with our recommendations specifically designed to meet the investor's objectives. Action of such advice should, like proverbial Father Time "wait for no tide and no man!"

(For those few clients who wish to use us only to "window-shop", we point out that although there is nothing we can do should they wish to take the ideas they have just obtained from us free-of-charge and deal directly with the companies we have just recommended, nevertheless the short-term effect of such action is to guarantee that we do not get paid for the service we have just provided, and the long-term effect is that the clients do not benefit from the exclusive and matchless service that our Fund Research and Analysis department currently provide. Their imagined "cost-saving" by going direct (it IS imagined - it costs nothing to place the business through us), is as nothing compared to the huge loss they may suffer in the long-term.)

If you would like to do this, please complete the Client Profile and the full report will be sent without delay. Our philosophy is that if you do not accept our suggestions this can only be because we have either failed to understand your needs or have failed to explain our solution properly. This philosophy ensures that the service carries no obligation, but instead, your goodwill in the years to come. We look forward to being of assistance to you or to anyone else of your acquaintance.

Click here to go to the Client Profile questionnaire.
Click here for more Frequently Asked Questions on Completion of the Client Profile.