Telephone: 0207 534 9870
The Church House Tier 1 Investor Portfolio Service is a discretionary investment management service, designed and tailored to meet the guidelines provided by the Home Office Tier1 (Investor) Policy.
At a Glance
- Designed and tailored to meet UKVI Tier 1 (Investor) Points Based System
- Active Management of Portfolio Assets
- Regular Portfolio Reviews and Client Reports (Quarterly)
Overview and Investment Criteria
Church House Investment Management provides you with a discretionary investment solution that fully complies with investment guidelines under the UK Visas and Immigration Tier 1 (Investor) Programme.
At the same time, your dedicated Client Director will tailor your portfolio according to your individual needs, risk tolerance and your investment time horizon.
We will work with you to explore the most suitable options to meet your individual investment needs based on your risk appetite and investment objectives.
Once the initial application criteria are met, your Client Director will recommend and construct a suitable portfolio of UK government securities and/or corporate bonds.
After agreeing on the strategic asset allocation, we will employ highly disciplined and active management techniques to select the individual securities.
Investment Review and Reporting
We will monitor your investment portfolio on an ongoing basis and will make any necessary adjustments in accordance with your pre-determined Tier 1 Programme investment objectives and criteria.
We will provide and certify, if necessary, regular investment reports and account statements (quarterly) for reporting purposes to UKVI.
Custody and Safekeeping
Church House has no lien over client monies.
Securities held by Church House and managed on behalf of clients are all held by an independent nominee company, RBC Investor Services Ltd, a wholly-owned subsidiary of Royal Bank of Canada, one of the largest and most highly regarded custodians and it is rated AA- by Standard & Poors.
To learn more about CH Tier1 Investor Portfolio Service, please contact:
Angelina Yap | Client Director (Asia Pacific)
Tel: +44 (0) 207 534 9878 | 21 Grosvenor Street, Mayfair, London W1K 4QJ
- 设计和定制能满足英国签证及移民局 (UK Visas & Immigration) Tier 1 （投资者）投资移民计分制的投资计划
八德腾投资管理为客户管理的证券都会由一家独立的代理人公司代为保管。该公司为 RBC Investor Services Trust (加皇信托公司)，乃加拿大皇家银行的全资附属公司，属标准普尔 (S&P) AA- 级别。
叶玉华 | 客户总监（亚太区）
电话:+44 (0) 207 534 9878 | 地址:21 Grosvenor Street, Mayfair, London W1K 4QJ 邮箱: firstname.lastname@example.org