+44 203 178 6622 flexmax@1cornhill.com Advisers' Section

For QROPS, SIPP and investment accounts

FlexMax is a bespoke, cost-effective, flexible, onshore EU alternative to offshore portfolio bonds that is easy to set up, simple to run and combines low costs with maximum investment choice.

Designed to appeal most to individuals looking for a tailor-made, flexible but comprehensive investment solution, FlexMax is a unique financial wrapper that allows you to consolidate all your assets in a single portfolio, giving you access to 37,000 funds worldwide. It is an ideal recipient of QROPS and SIPP monies, as well as being a standalone Investment Account.

With FlexMax you can quickly and easily switch investments to capitalise on investment opportunities while being assured of a superior level of investor protection through stringent asset segregation, meaning your assets are kept well away from any balance sheet risks.

Through FlexMax you can create an investment portfolio built to suit your needs and your risk appetite, normally with no entry charges.

As the name suggests flexibility is paramount… FlexMax is designed to make the complex simple so you can get on with the things that really matter.

Investment calculator

Simply enter your details and select the relevant product to find out what amount you might expect FlexMax to return at the end of your investment term.

QROPS

Finding the most suitable QROPS for your situation can be a complicated and important investment so careful consideration of all the options is needed. We recommend you team up with an experienced and regulated Financial Adviser before you decide which jurisdiction and product provider are
best for you.

SIPP

Without doubt a SIPP is one of the most flexible personal pension options, offering the most freedom in terms of investment choice and ways to take your money in retirement. However, we recommend you team up with an experienced and regulated Financial Adviser before deciding whether or not a SIPP is the best option for you.

Investment account

Functioning in much the same way as a bank account, but holding securities instead of cash, the FlexMax Investment Account is easy to set up, simple to run and combines flexibility with maximum investment choice – without the need to invest vast sums of money.