There are many advantages to investing with Beacon Trust:

1. Tax Benefits
Taxed only on overall net profit on portfolio.

2. Monitoring and Adjusting
Proactive management and reaction / anticipation of market.

3. Ease of Switching Funds
No form filling, anti-money laundering, time delays, encashment and reinvestment…..

4. Transaction and Exchange Rates
No international transfers and encashment / reinvestment with associated charges for fund switches.

5. ARFs Can Invest
Eliminate need for separate investment, multiple P60s, paperwork, etc.

6. No Exit Charges, No Switch Charges
Clients are not charged for fund switches, so reassurance that funds are only moved for solid financial reasons. No costs to exit the fund.

7. Access Global Expertise
Benefit from the cream of investment managers and options e.g. our fixed interest manager, Franklin Templeton, has 138 fixed interest specialists, whereas most Irish investment managers only have a handful. 

8. Security – Independent Custodians
Investment funds move directly between client and independent custodian Bank of America; Beacon Trust never actually handles investment monies.

9. Highest Level of Regulation
Rigorous regulation process, regulated by the Central Bank of Ireland also on behalf of all EU Financial Regulators. All funds are UCITS3 – the highest regulated form of funds in EU.

10.  Proven Cutting-Edge Concept
Innovative investment concept but with a demonstrated track record in international markets.