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Global Residents

You are part of an Under-Served market

  • 50+ million expats
  • 10+ million Americans* living outside the U.S.
  • 6+ million American expats are “mass affluent” and “high net worth”
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Complications

The financial world for expats is complicated. FATCA, the Foreign Account Tax Compliance Act, became a law, enforcing tax filing/reporting for U.S. nationals living overseas. CRS the Common Reporting Standard is doing the same worldwide. More countries are looking at taxing citizens living overseas.

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Americans Unwelcome at Financial Institutions

FATCA & IRS penalties have made global banks & financial institution afraid of American.


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Brokerage Accounts Closed

  • Closing of accounts for those living abroad
  • Reviews of phone numbers and IP addresses being used to access accounts from overseas
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Few Investment Products

  • Ban on purchasing mutual fund if living outside the U.S.
  • European funds generally don’t accept Americans
Financial Advisors Expat Finances

Fearful Financial Advisors

  • Cross-border planning is complicated
  • Few have U.S. partners to work with

Compliant Solution

Universal Access Bonds® are designed to provide expat investors, including Americans & U.S. connected persons and the advisors who serve them, with a comprehensive and flexible investment structure.

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