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54 55 <!-- Structured Data End --> 56 57 <!-- Basic --> 58 <meta charset="utf-8"> 59 <meta http-equiv="X-UA-Compatible" content="IE=edge"> 60 61 <title>Evolution Regular Savings Plan | Investors Trust</title> 62 <meta property="og:title" content="Evolution Regular Savings Plan | Investors Trust" /> 63 <meta property="og:type" content="website" /> 64 <meta property="og:image" content="https://www.investors-trust.com/images/Thumbnail.jpg" /> 65 <meta property="og:url" content="https://www.investors-trust.com/" /> 66 <meta property="og:description"content="Get started with saving for your future with our regular contribution savings plans. This is an ideal solution for an education or retirement savings plan."/> 67 68 <meta name="keywords" content="Investors Trust, Investors Bank, Investors & Trust, AIIT, pension plans, pension product, offshore pensions, offshore pension plan, offshore pension product, offshore pension company, financial services, mutual funds, hedge funds, institutional money market funds, multi-class funds, multi-currency portfolio accounting, mutual fund administration, offshore administration, offshore fund accounting, portfolio management, Savings plan, offshore savings plan, offshore savings product, pension, offshore insurance, offshore insurance company, offshore investment, offshore investment company, offshore financial planning, cayman trust" /> 69 <meta name="description" content="Get started with saving for your future with our regular contribution savings plans. This is an ideal solution for an education or retirement savings plan."> 70 71 <link rel="canonical" href="https://www.investors-trust.com/products/product-family/evolution/" /> 72 73 <!-- Favicon --> 74 <link rel="shortcut icon" href="https://www.investors-trust.com/images/favicon2.ico" type="image/x-icon" /> 75 <link rel="apple-touch-icon-precomposed" sizes="114x114" href="https://www.investors-trust.com/images/apple-touch-icon-114x114-precomposed.png" /> 76 <link rel="apple-touch-icon-precomposed" sizes="72x72" href="https://www.investors-trust.com/images/apple-touch-icon-72x72-precomposed.png" /> 77 <link rel="apple-touch-icon-precomposed" href="https://www.investors-trust.com/images/apple-touch-icon-57x57-precomposed.png" /> 78 <link rel="apple-touch-icon" href="https://www.investors-trust.com/images/apple-touch-icon.png" /> 79 80 81 <!-- Mobile Metas --> 82 <meta name="viewport" content="width=device-width, initial-scale=1.0, minimum-scale=1.0"> 83 84 <!-- Web Fonts --> 85 <link href="https://fonts.googleapis.com/css?family=Poppins:300,400,500,600,700" rel="stylesheet" type="text/css"> 86 <link href="https://fonts.googleapis.com/css?family=Khula:300,400,600,700,800" rel="stylesheet"> 87 <link href="https://fonts.googleapis.com/css?family=Ek+Mukta:300%7CKhula:600%2C400%7CRoboto:700%7COpen+Sans:600" rel="stylesheet" property="stylesheet" type="text/css" media="all"> 88 <link rel="stylesheet" type="text/css" href="../../../fonts/font-awesome/css/font-awesome.css"> 89 90 <!-- Vendor CSS --> 91 <link rel="stylesheet" href="../../../vendor/bootstrap/css/bootstrap.css"> 92 <link rel="stylesheet" href="../../../vendor/font-awesome/css/font-awesome.min.css"> 93 <link rel="stylesheet" href="../../../vendor/animate/animate.min.css"> 94 <link rel="stylesheet" href="../../../vendor/simple-line-icons/css/simple-line-icons.min.css"> 95 <link rel="stylesheet" href="../../../vendor/owl.carousel/assets/owl.carousel.min.css"> 96 <link rel="stylesheet" href="../../../vendor/owl.carousel/assets/owl.theme.default.min.css"> 97 <link rel="stylesheet" href="../../../vendor/magnific-popup/magnific-popup.min.css"> 98 <link rel="stylesheet" href="../../../vendor/ionicons-4/docs/css/ionicons.min.css"> 99 100 <!-- Theme CSS --> 101 <link rel="stylesheet" href="../../../css/theme.css"> 102 <link rel="stylesheet" href="../../../css/theme-elements.css"> 103 <link rel="stylesheet" href="../../../css/theme-blog.css"> 104 <link rel="stylesheet" href="../../../css/theme-shop.css"> 105 106 <!-- Current Page CSS --> 107<!-- <link rel="stylesheet" href="vendor/rs-plugin/css/settings.css"> 108 <link rel="stylesheet" href="vendor/rs-plugin/css/layers.css"> 109 <link rel="stylesheet" href="vendor/rs-plugin/css/navigation.css">--> 110 111 <!-- Demo CSS 112 <link rel="stylesheet" href="css/demos/demo-app-landing.css"> 113 <link rel="stylesheet" href="css/demos/skin-app-landing.css">--> 114 115 <!-- Skin CSS --> 116 <link rel="stylesheet" href="../../../css/custom_skin.css"> 117 118 <!-- Theme Custom CSS --> 119 <link rel="stylesheet" href="../../../css/custom.css"> 120 121 <!-- Head Libs --> 122
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white-space: nowrap; font-size: 56px; line-height: 22px; font-weight: 400; color: #353535; letter-spacing: 0px;font-family:Khula;">EVOLUTION </div> 450 451 <!-- LAYER NR. 3 --> 452 <div class="tp-caption tp-resizeme" 453 id="slide-48-layer-3" 454 data-x="['center','center','center','center']" data-hoffset="['0','0','0','1']" 455 data-y="['top','top','top','top']" data-voffset="['422','422','422','422']" 456 data-fontsize="['20','20','20','18']" 457 data-width="['906','906','733','453']" 458 data-height="['24','24','27','48']" 459 data-whitespace="normal" 460 461 data-type="text" 462 data-responsive_offset="on" 463 464 data-frames='[{"delay":430,"speed":1000,"frame":"0","from":"y:[100%];z:0;rX:0deg;rY:0;rZ:0;sX:1;sY:1;skX:0;skY:0;opacity:0;","mask":"x:0px;y:[100%];s:inherit;e:inherit;","to":"o:1;","ease":"Power2.easeInOut"},{"delay":"wait","speed":300,"frame":"999","to":"opacity:0;","ease":"Power3.easeInOut"}]' 465 data-textAlign="['center','center','center','center']" 466 data-paddingtop="[0,0,0,0]" 467 data-paddingright="[0,0,0,0]" 468 data-paddingbottom="[0,0,0,0]" 469 data-paddingleft="[0,0,0,0]" 470 471 style="z-index: 7; min-width: 906px; max-width: 906px; max-width: 24px; max-width: 24px; white-space: normal; font-size: 20px; line-height: 22px; font-weight: 400; color: #000000; letter-spacing: 0px;font-family:Open Sans;">THE NEW GENERATION OF SAVINGS PLANS </div> 472 473 <!-- LAYER NR. 5 --> 474 <!--<div class="tp-caption tp-resizeme" 475 id="slide-48-layer-5" 476 data-x="['center','left','left','left']" data-hoffset="['470','863','332','172']" 477 data-y="['top','top','top','top']" data-voffset="['408','420','525','494']" 478 data-width="none" 479 data-height="none" 480 data-whitespace="nowrap" 481 482 data-type="image" 483 data-responsive_offset="on" 484 485 data-frames='[{"delay":1330,"speed":1000,"frame":"0","from":"z:0;rX:0;rY:0;rZ:0;sX:0.9;sY:0.9;skX:0;skY:0;opacity:0;","to":"o:1;","ease":"Power2.easeOut"},{"delay":"wait","speed":300,"frame":"999","to":"opacity:0;","ease":"Power3.easeInOut"}]' 486 data-textAlign="['inherit','inherit','inherit','inherit']" 487 data-paddingtop="[0,0,0,0]" 488 data-paddingright="[0,0,0,0]" 489 data-paddingbottom="[0,0,0,0]" 490 data-paddingleft="[0,0,0,0]" 491 492 style="z-index: 8;"><img src="../../../assets/evo_iiaward2022.png" alt="" data-ww="['125px','125px','125px','125px']" data-hh="['99px','99px','99px','99px']" data-no-retina> </div>--> 493 </li> 494</ul> 495<div class="tp-bannertimer tp-bottom" style="visibility: hidden !important;"></div> </div> 496</div> 497 498 <section class="section it-background-color-darkgrey pt-5 m-0 border-0"> 499 <div class="container"> 500 <div class="row"> 501 <div class="col-lg-12 text-center"> 502 <h2 class="mt-4 mb-2 text-color-lightg">
502Start Making Contributions Now</h2> 503 <p class="text-3">It is important for you to determine the amount of regular savings that you will need on a consistent basis to fund your financial objectives. 504 505The earlier you start saving, the greater the benefits of compounded returns in the future. You may be surprised at how much even small contribution amounts can grow to over a period of time.</p> 506 507 508 </div> 509 </div> 510 511 </div> 512 </section> 513 <section class="section section-height-3 border-0 m-0 lazyload bg-color-light"> 514 <div class="container"> 515 <div class="featured-boxes featured-boxes-style-6 mt-3"> 516 <div class="row justify-content-center align-items-center "> 517 <div class="col-lg-6 text-lg-start order-2 order-lg-1 appear-animation" data-appear-animation="fadeInLeftShorter" data-appear-animation-delay="100"> 518 <h2 class="mt-4 mb-2">Award Winning Product</h2> 519 520 <p class="text-3-5 line-height-8 mb-4">Evolution Plus Plan has been named 'Best International Savings Plan' by International Investment, a prominent publication for international independent financial advisers, wealth management professionals serving expatriate and cross-border clients worldwide.</p> 521 522 </div> 523 <div class="col-lg-5 text-center text-lg-end order-1 order-lg-2 row text-center"> 524 525 <div class="owl-carousel owl-theme" data-plugin-options="{'items': 1, 'autoplay': true, 'autoplayTimeout': 4000, 'margin': 20, 'animateIn': 'slideInDown', 'animateOut': 'slideOutDown', 'dots': false}"> 526 <div class="row justify-content-center m-3"> 527 <img style="width:350px;" alt="" class="img-fluid rounded col-lg-6" src="../../../assets/evo_iiaward2022.png"> 528 </div> 529 530 </div> 531 </div> 532 533 534 </div> 535 536 </div> 537 </div> 538 </section> 539 <!--<section class="section pt-5 m-0 border-0"> 540 <div class="container"> 541 <div class="featured-boxes featured-boxes-style-6 mt-3"> 542 <div class="row justify-content-center align-items-center "> 543 <div class="col-lg-6 text-lg-start order-2 order-lg-1 appear-animation" data-appear-animation="fadeInLeftShorter" data-appear-animation-delay="100"> 544 <h2 class="mt-4 mb-2">Award Winning Product</h2> 545 546 <p class="text-3-5 line-height-8 mb-4">Evolution Plus Plan was named Best International Savings Plan by International Investment, a prominent publication for international independent financial advisers, wealth management professionals serving expatriate and cross-border clients worldwide. </p> 547 548 </div> 549 <div class="col-lg-5 text-center text-lg-end order-1 order-lg-2 justify-content-center"> 550 <img src="../../../assets/evo_iiaward2022.png" width="200" class="img-fluid mb-4 mb-lg-0 appear-animation" data-appear-animation="fadeInLeftShorter" data-appear-animation-delay="100" alt="" /> 551 </div> 552 </div> 553 554 </div> 555 </div> 556 </section>--> 557 558 <div class="featured-boxes featured-boxes-style-5"> 559 <div class="row justify-content-center"> 560 561 <div class="col-md-3" data-appear-animation="fadeIn" data-appear-animation-delay="300"> 562 <div class="featured-box featured-box-primary"> 563 <div class="box-content"> 564 <i class="icon-featured fa fa-trophy"></i> 565 <h4>Client Incentives</h4> 566 <p>Loyalty Bonuses and Extra Allocations</p> 567 </div> 568 </div> 569 </div> 570 <div class="col-md-3" data-appear-animation="fadeIn" data-appear-animation-delay="500"> 571 <div class="featured-box featured-box-tertiary"> 572 <div class="box-content"> 573 <i class="icon-featured fa fa-share-alt"></i> 574 <h4>Mutual Funds</h4> 575 <p>Wide range of options from Top Asset Managers</p> 576 </div> 577 </div> 578 </div> 579 <div class="col-md-3" data-appear-animation="fadeIn" data-appear-animation-delay="400"> 580 <div class="featured-box featured-box-secondary"> 581 <div class="box-content"> 582 <i class="icon-featured fa fa-line-chart"></i> 583 <h4>Monitor Portfolio Online</h4> 584 <p>Ability to monitor investment portfolio anywhere at anytime</p> 585 </div> 586 </div> 587 </div> 588 589 590 591 </div> 592 </div> 593 594 595 <section class="section m-0"> 596 <div class="container"> 597 <div class="row"> 598 <div class="col-lg-12 pb-5 text-center"> 599 <h2 class="mt-4 mb-2">Earn Extra Allocations and Loyalty Bonuses</h2> 600 <p class="text-3">
600The more money you commit to investing in your financial plan, the more you can save. When annual contributions to your plan exceed specified amounts, you can earn extra allocations throughout the term of the plan. These extra allocations will help you reach your future investment goals.</p> 601 602 603 </div> 604 </div> 605 <div class="row"> 606 <div class="col-lg-5" data-appear-animation="fadeInUp" data-appear-animation-delay="300"> 607 <table class="table"> 608 <thead> 609 <tr> 610 <th> 611 Annual Investment Amounts 612 </th> 613 <th> 614 Allocation Rates 615 </th> 616 617 </tr> 618 </thead> 619 <tbody> 620 <tr> 621 <td> 622 USD/EUR/GBP 1,200 - 1,799 623 </td> 624 <td> 625 100% 626 </td> 627 </tr> 628 <tr> 629 <td> 630 USD/EUR/GBP 1,800 - 3,599 631 </td> 632 <td> 633 101% 634 </td> 635 </tr> 636 <tr> 637 <td> 638 USD/EUR/GBP 3,600 - 5,399 639 </td> 640 <td> 641 102% 642 </td> 643 </tr> 644 <tr> 645 <td> 646 USD/EUR/GBP 5,400 - 7,199 647 </td> 648 <td> 649 103% 650 </td> 651 </tr> 652 <tr> 653 <td> 654 USD/EUR/GBP 7,200 - 13,499 655 </td> 656 <td> 657 104% 658 </td> 659 </tr> 660 <tr> 661 <td> 662 USD/EUR/GBP 13,500 or greater 663 </td> 664 <td> 665 105% 666 </td> 667 </tr> 668 </tbody> 669 </table> 670 </div> 671 <div class="col-lg-7" data-appear-animation="fadeInUp" data-appear-animation-delay="400"> 672 673 <h4>Loyalty Bonuses based on USD/EUR/GBP 5,000 Annual Contribution</h4> 674 <div class="progress-bars mt-4"> 675 <div class="progress-label"> 676 <span>End of year 10</span> 677 </div> 678 <div class="progress mb-2"><div class="progress-bar-backtxt">7.5% Loyalty Bonus</div> 679 <div class="progress-bar progress-bar-itgray" data-appear-progress-animation="45%"> 680 <span class="progress-bar-tooltip">3,750</span> 681 </div> 682 </div> 683 684 <div class="progress mb-2"><div class="progress-bar-backtxt">Cumulative Loyalty Bonus</div> 685 <div class="progress-bar progress-bar-itblue02" data-appear-progress-animation="45%"> 686 <span class="progress-bar-tooltip">3,750</span> 687 </div> 688 </div> 689 <div class="progress-label"> 690 <span>End of year 15</span> 691 </div> 692 <div class="progress mb-2"><div class="progress-bar-backtxt">5% Loyalty Bonus</div> 693 <div class="progress-bar progress-bar-itgray" data-appear-progress-animation="30%" data-appear-animation-delay="300"> 694 <span class="progress-bar-tooltip">1,250</span> 695 </div> 696 </div> 697 698 <div class="progress mb-2"><div class="progress-bar-backtxt">Cumulative Loyalty Bonus</div> 699 <div class="progress-bar progress-bar-itblue02" data-appear-progress-animation="55%" data-appear-animation-delay="300"> 700 <span class="progress-bar-tooltip">5,000</span> 701 </div> 702 </div> 703 <div class="progress-label"> 704 <span>End of year 20</span> 705 </div> 706 <div class="progress mb-2"><div class="progress-bar-backtxt">5% Loyalty Bonus</div> 707 <div class="progress-bar progress-bar-itgray" data-appear-progress-animation="30%" data-appear-animation-delay="600"> 708 <span class="progress-bar-tooltip">1,250</span> 709 </div> 710 </div> 711 712 <div class="progress mb-2"><div class="progress-bar-backtxt">Cumulative Loyalty Bonus</div> 713 <div class="progress-bar progress-bar-itblue02" data-appear-progress-animation="65%" data-appear-animation-delay="600"> 714 <span class="progress-bar-tooltip">6,250</span> 715 </div> 716 </div> 717 <div class="progress-label"> 718 <span>End of year 25</span> 719 </div> 720 <div class="progress mb-2"><div class="progress-bar-backtxt">
7205% Loyalty Bonus</div> 721 <div class="progress-bar progress-bar-itgray" data-appear-progress-animation="30%" data-appear-animation-delay="900"> 722 <span class="progress-bar-tooltip">1,250</span> 723 </div> 724 </div> 725 726 <div class="progress mb-2"><div class="progress-bar-backtxt">Cumulative Loyalty Bonus</div> 727 <div class="progress-bar progress-bar-itblue02" data-appear-progress-animation="72%" data-appear-animation-delay="900"> 728 <span class="progress-bar-tooltip">7,500</span> 729 </div> 730 </div> 731 </div> 732 </div> 733 </div> 734 735 </div> 736 </section> 737 738 739 <section class="section background-color-light pt-5 m-0 border-0"> 740 <div class="container"> 741 <div class="row"> 742 <div class="col-lg-12"> 743 <h2 class="text-center">Key Features</h2> 744 745 746 <div class="row"> 747 <div class="col-lg-4 text-center" data-appear-animation="fadeInUp" data-appear-animation-delay="400"> 748 749 750 751 <ul class="list list-icons iconb"> 752 <li><i class="fa fa-check"></i> Regular Contribution Plan</li> 753 <li><i class="fa fa-check"></i> Investment Terms: 5, 10, 15, 20, and 25 years</li> 754 755 </ul> 756 757 758 759 </div> 760 <div class="col-lg-4 text-center" data-appear-animation="fadeInUp" data-appear-animation-delay="500"> 761 762 763 <ul class="list list-icons iconb"> 764 <li><i class="fa fa-check"></i> Currency Options: USD ($), EUR (â¬) and GBP (£)</li> 765 <li><i class="fa fa-check"></i> Low Minimum Contribution Amount</li> 766 </ul> 767 768 769 770 </div> 771 <div class="col-lg-4 text-center" data-appear-animation="fadeInUp" data-appear-animation-delay="600"> 772 773 774 <ul class="list list-icons iconb"> 775 <li><i class="fa fa-check"></i> Free fund transfers</li> 776 <li><i class="fa fa-check"></i> Ideal for education or retirement savings plan</li> 777 778 </ul> 779 780 781 782 </div> 783 </div> 784 785 </div></div> 786 <div class="row justify-content-md-center"> 787 <div class="col-lg-8 pt-5"> 788 <h2 class="text-center" data-appear-animation="fadeInUp" data-appear-animation-delay="0">Product Details</h2> 789 <div class="tabs" data-appear-animation="fadeIn" data-appear-animation-delay="300"> 790 <ul class="nav nav-tabs nav-justified"> 791 <li class="nav-item active"> 792 <a class="nav-link" href="#evolution" data-toggle="tab">Evolution</a> 793 </li> 794 795 <li class="nav-item"> 796 <a class="nav-link" href="#evolutionplus" data-toggle="tab">Evolution Plus</a> 797 </li> 798 <li class="nav-item"> 799 <a class="nav-link" href="#evolutionselect" data-toggle="tab">Evolution Select</a> 800 </li> 801 802 803 </ul> 804 <div class="tab-content" > 805 <div id="evolution" class="tab-pane active"> 806 <table class="table" data-appear-animation="fadeIn" data-appear-animation-delay="500"> 807 <thead> 808 <tr style="background-color: #dce2e5;"> 809 <th width="30%"> 810 Topic 811 </th> 812 <th> 813 Detail 814 </th> 815 816 </tr> 817 </thead> 818 <tbody> 819 <tr> 820 <td> 821 Currency 822 </td> 823 <td> 824 USD $ - EUR ⬠- GBP £ 825 </td> 826 </tr> 827 <tr> 828 <td> 829 Minimum Contribution 830 </td> 831 <td> 832 USD/EUR/GBP 1,200 per annum (5 year plans: minimum x 2) 833 </td> 834 </tr> 835 <tr> 836 <td> 837 Riders 838 </td> 839 <td> 840 841 Minimum Increase: USD/EUR/GBP 600 per annum 842 </td> 843 </tr> 844 <tr> 845 <td> 846 Modal Premium 847 </td> 848 <td> 849 Annually, Semi-annually, Quarterly, and Monthly <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">1</sup> 850 </td> 851 </tr> 852 <tr> 853 <td> 854 Investment Terms 855 </td> 856 <td> 857 5, 10, 15, 20, and 25 years 858 </td> 859 </tr> 860 <tr> 861 <td> 862 Annual Administration Charge 863 </td> 864 <td> 865 1.9% years 1 - 10<br> 866 0.35% years 11 thru Term of Plan 867 </td> 868 </tr> 869 <tr> 870 <td> 871 Bid/Offer Spread 872 </td> 873 <td> 874 NIL 875 </td> 876 </tr> 877 <tr> 878 <td> 879 Policy Fee 880 </td> 881 <td> 882 USD/EUR 7.00 (GBP 4.5) Monthly 883 </td> 884 </tr> 885 <tr> 886 <td> 887 Structure Fee <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">2</sup> 888 </td> 889 <td> 890 0.125% monthly of Account Value 891 </td> 892 </tr> 893 <tr> 894 <td> 895 Fund Transfer Fee 896 </td> 897 <td> 898 Free <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">3</sup> 899 </td> 900 </tr> 901 <tr> 902 <td> 903 Guaranteed Death Benefit <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">4</sup> 904 </td> 905 <td> 906 In the event of a relevant death, the standard amount payable will be 101% of the Account Value. 907 </td> 908 </tr> 909 <tr> 910 <td> 911 Extra Allocations 912 </td> 913 <td> 914 USD/EUR/GBP 1,200 - 1,799 100%<br> 915 USD/EUR/GBP 1,800 - 3,599 101%<br> 916 USD/EUR/GBP 3,600 - 5,399 102%<br> 917 USD/EUR/GBP 5,400 - 7,199 103%<br> 918 USD/EUR/GBP 7,200 - 13,499 104%<br> 919 USD/EUR/GBP 13,500 or > 105% 920 </td> 921 </tr><tr> 922 <td> 923 Loyalty Bonus <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">5</sup> 924 </td> 925 <td> 926 7.5% of contributions years 1 - 10<br> 927 5% of contributions years 11 - 15<br> 928 5% of contributions years 16 - 20<br> 929 5% of contributions years 21 - 25 930 </td> 931 </tr> 932 <tr> 933 <td> 934 Surrender Charge 935 </td> 936 <td> 937 Equal to the sum of the annual administration charges due for the remaining contract years at the time of surrender. <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">6</sup> 938 </td> 939 </tr> 940 <tr> 941 <td>
942 Free Partial Withdrawals 943 </td> 944 <td> 945 Allowed after the completion of the initial period, subject to maintaining USD/EUR/GBP 1,200 surrender value. 946 </td> 947 </tr> 948 <tr> 949 <td> 950 Issue Age <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">7</sup> 951 </td> 952 <td> 953 5 Year Term: 18 - 80 years<br> 954 10 Year Term: 18 - 75 years<br> 955 15 Year Term: 18 - 70 years<br> 956 20 Year Term: 18 - 65 years<br> 957 25 Year Term: 18 - 60 years 958 </td> 959 </tr> 960 961 </tbody> 962 </table> 963 </div> 964 <div id="evolutionselect" class="tab-pane"> 965 <table class="table" data-appear-animation="fadeIn" data-appear-animation-delay="500"> 966 <thead> 967 <tr style="background-color: #dce2e5;"> 968 <th width="30%"> 969 Topic 970 </th> 971 <th> 972 Detail 973 </th> 974 975 </tr> 976 </thead> 977 <tbody> 978 <tr> 979 <td> 980 Currency 981 </td> 982 <td> 983 USD $ - EUR ⬠- GBP £ 984 </td> 985 </tr> 986 <tr> 987 <td> 988 Minimum Contribution 989 </td> 990 <td> 991 USD/EUR/GBP 12,000 per annum 992 </td> 993 </tr> 994 <tr> 995 <td> 996 Riders 997 </td> 998 <td> 999 Lump Sum Minimum: USD/EUR/GBP 2,500<br> 1000 Minimum Increase: USD/EUR/GBP 12,000 per annum 1001 </td> 1002 </tr> 1003 <tr> 1004 <td> 1005 Modal Premium 1006 </td> 1007 <td> 1008 Annually, Semi-annually, Quarterly, and Monthly 1009 </td> 1010 </tr> 1011 1012 <tr> 1013 <td> 1014 Annual Administration Charge 1015 </td> 1016 <td> 1017 1% over Annual Original Premium during 5 years 1018 </tr> 1019 <tr> 1020 <td> 1021 Bid/Offer Spread 1022 </td> 1023 <td> 1024 NIL 1025 </td> 1026 </tr> 1027 <tr> 1028 <td> 1029 Policy Fee 1030 </td> 1031 <td> 1032 USD/EUR 10.00 (GBP 7.00) Monthly 1033 </td> 1034 </tr> 1035 <tr> 1036 <td> 1037 Structure Fee 1038 </td> 1039 <td> 1040 0.125% monthly of Account Value (1.5% p.a.) 1041 </td> 1042 </tr> 1043 <!-- <tr> 1044 <td> 1045 Structure Fee 1046 </td> 1047 <td> 1048 NIL 1049 </td> 1050 </tr> --> 1051 <tr> 1052 <td> 1053 Credit Card Fee 1054 </td> 1055 <td> 1056 3.5% 1057 </td> 1058 </tr> 1059 <tr> 1060 <td> 1061 Fund Transfer Fee 1062 </td> 1063 <td> 1064 Free <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">3</sup> 1065 </td> 1066 </tr> 1067 <tr> 1068 <td> 1069 Guaranteed Death Benefit <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">4</sup> 1070 </td> 1071 <td> 1072 In the event of a relevant death, the standard amount payable will be 101% of the Account Value. 1073 </td> 1074 </tr> 1075 1076 <tr> 1077 <td> 1078 Surrender Charge 1079 </td> 1080 <td> 1081 End of year 1 - 4%<br> 1082 End of year 2 - 3%<br> 1083 End of year 3 - 2%<br> 1084 End of year 4 - 1%<br> 1085 End of year 5 - 0% 1086 </td> 1087 </tr> 1088 <tr> 1089 <td> 1090 Partial Withdrawals 1091 </td> 1092 <td> 1093 Allowed anytime, subject to maintaining USD/EUR/GBP 10,000 surrender value. 1094 </td> 1095 </tr> 1096 <tr> 1097 <td> 1098 Issue Age 1099 </td> 1100 <td> 1101 18-85 Years 1102 </tr> 1103 1104 </tbody> 1105 </table> 1106 </div> 1107 <div id="evolutionplus" class="tab-pane"> 1108 <table class="table" data-appear-animation="fadeIn" data-appear-animation-delay="500"> 1109 <thead> 1110 <tr style="background-color: #dce2e5;"> 1111 <th width="30%"> 1112 Topic 1113 </th> 1114 <th> 1115 Detail 1116 </th> 1117 1118 </tr> 1119 </thead> 1120 <tbody> 1121 <tr> 1122 <td> 1123 Currency 1124 </td> 1125 <td> 1126 USD $ - EUR ⬠- GBP £ 1127 </td> 1128 </tr> 1129 <tr> 1130 <td> 1131 Minimum Contribution 1132 </td> 1133 <td> 1134 USD/EUR/GBP 12,000 per annum 1135 </td> 1136 </tr> 1137 <tr> 1138 <td> 1139 Riders 1140 </td> 1141 <td> 1142 Lump Sum Minimum: USD/EUR/GBP 2,500<br> 1143 Minimum Increase: USD/EUR/GBP 12,000 per annum 1144 </td> 1145 </tr> 1146 <tr> 1147 <td> 1148 Modal Premium 1149 </td> 1150 <td> 1151 Annually, Semi-annually, Quarterly, and Monthly 1152 </td> 1153 </tr> 1154 1155 <tr> 1156 <td> 1157 Annual Administration Charge 1158 </td> 1159 <td> 1160 NIL 1161 </tr> 1162 <tr> 1163 <td> 1164 Bid/Offer Spread 1165 </td> 1166 <td> 1167 NIL 1168 </td> 1169 </tr> 1170 <tr> 1171 <td> 1172 Policy Fee 1173 </td> 1174 <td> 1175 USD/EUR 10.00 (GBP 7.00) Monthly 1176 </td> 1177 </tr> 1178 <tr> 1179 <td> 1180 Structure Fee 1181 </td> 1182 <td> 1183 0.16% monthly of Account Value (1.92% p.a.) 1184 </td> 1185 </tr> 1186 <!-- <tr> 1187 <td> 1188 Structure Fee 1189 </td> 1190 <td> 1191 NIL 1192 </td> 1193 </tr> --> 1194 <tr> 1195 <td> 1196 Credit Card Fee 1197 </td> 1198 <td> 1199 3.5% 1200 </td> 1201 </tr> 1202 <tr> 1203 <td> 1204 Fund Transfer Fee 1205 </td> 1206 <td> 1207 Free <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">3</sup> 1208 </td> 1209 </tr> 1210 <tr> 1211 <td> 1212 Guaranteed Death Benefit <sup style="font-size: 9px; font-weight: bold; color: #0EA8A3">4</sup> 1213 </td> 1214 <td> 1215 In the event of a relevant death, the standard amount payable will be 101% of the Account Value. 1216 </td> 1217 </tr> 1218 1219 <tr> 1220 <td> 1221 Surrender Charge 1222 </td> 1223 <td> 1224 Only 1.92% during first year. No surrender charges after year 1. 1225 </td> 1226 </tr> 1227 <tr> 1228 <td>
1229 Partial Withdrawals 1230 </td> 1231 <td> 1232 Allowed anytime, subject to maintaining USD/EUR/GBP 10,000 surrender value. 1233 </td> 1234 </tr> 1235 <tr> 1236 <td> 1237 Issue Age 1238 </td> 1239 <td> 1240 18-85 Years 1241 1242 </tr> 1243 1244 1245 </tbody> 1246 1247 </table> 1248 1249 </div> 1250 <div class="row justify-content-center"> 1251 <div class="col-lg-12 col-11"><p class="disclimer">1. Monthly payments are only available with Credit Cards and Direct Debit.<br> 12522. This fee may also be referred to as âAsset Management Fee.â<br> 12533. Fund transfers are free up to 15 switches per year. Please refer to the plan documents for further detail on additional transaction fee.<br> 12544. Limitations apply. Please refer to your Policy Documents for full details.<br> 12555. There will be no Loyalty Bonus for Full Contribution Payment Terms less than 10 years. All contribution payments due must have been received within the grace period, with no Contribution Decreases or Partial Withdrawals, for the Loyalty Bonus to take effect.<br> 12566. The Surrender Charge is waived at the end of plan year 15 if all contributions have been paid within the grace period, with no Contribution Decreases or Partial Withdrawals, for the first 15 plan years, regardless of the actual term of the Full Contribution Payment Term.<br> 12577. The issue age limit may vary depending on the jurisdiction, please contact the Company for further information. </p></div></div> 1258 1259 </div> 1260 </div> 1261 1262 1263 </div> 1264 </div> 1265 1266 </div> 1267 1268 </section> 1269 1270 <div id="cookieConsent" hidden> 1271 1272 ITA Group uses cookies to enhance your experience, to display customized content in accordance with your browser settings, and to help us better understand how you use our website. By continuing to browse the site, you are agreeing to our use of cookies. More information can be found in our <a href="https://www.investors-trust.com/terms/" target="_blank">Terms and Conditions</a> and our <a href="https://www.investors-trust.com/privacy/" target="_blank">Privacy Statement</a>. <br><a class="cookieConsentOK">I Accept</a> 1273</div> 1274 1275 1276 <div><!DOCTYPE html> 1277 1278 1279 1280 1281 <footer id="footer"> 1282 <div class="container"> 1283 <div class="row socialicons justify-content-center"> 1284 <div class="col-md-1 col-2 text-center"> 1285 <a href="https://www.linkedin.com/company/investors-trust/" target="_blank"><i class="fa fa-linkedin"></i></a> 1286 1287 </div> 1288 1289 <div class="col-md-1 col-2 text-center"> 1290 1291 <a href="https://www.facebook.com/InvestorsTrust/" target="_blank"><i class="fa fa-facebook"></i></a> 1292 </div> 1293 <div class="col-md-1 col-2 text-center"> 1294 1295 <a href="https://www.instagram.com/investorstrust_/" target="_blank"><i class="fa fa-instagram"></i></a> 1296 </div> 1297 <div class="col-md-1 col-2 text-center"> 1298 1299 <a href="https://www.youtube.com/channel/UCsWA8SddBRspwG5uk8pi1Ug/" target="_blank"><i class="fa fa-youtube-play"></i></a> 1300 </div> 1301 1302 1303 </div> 1304 <div class="divider diviser-xs custom-tall"></div> 1305 <div class="row socialicons justify-content-center"> 1306 <div class="col-md-1 col-3 text-center"> 1307 <a href="https://www.investors-trust.com/about-us/ambest/" target="_blank"><img src="https://www.investors-trust.com/images/rtg13t.gif" alt="AMBest" class="img-fluid"></a> 1308 1309 </div> 1310 <div class="col-md-1 col-3 text-center"> 1311 1312 1313 <a href="https://www.ailo.org/" target="_blank"><img src="https://www.investors-trust.com/images/AILO_dark.png" alt="ailo" class="img-fluid"></a> 1314 </div> 1315 1316 1317 </div> 1318 <div class="row socialicons justify-content-center"> 1319 <div class="col-lg-6 col-12 text-center"> 1320 ITA International Holdings is the ultimate parent company of Investors Trust Assurance SPC based out of the Cayman Islands, ITA International Insurer, a Puerto Rico based and licensed company, both <a href="https://www.investors-trust.com/about-us/ambest/" target="_blank" style="color:#7ea9ab;">
1320rated âA-â by AM Best</a>, and ITA Asia Limited, a Labuan-licensed company based in Malaysia. 1321 1322 </div> 1323 1324 1325 </div> 1326 </div> 1327 <div class="footer-copyright"> 1328 <div class="container"> 1329 <div class="row"> 1330 <div class="col-md-4 text-center text-md-left"> 1331 <span class="copyright-text"> 1332 © Copyright
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