SERVICES

For Financial Advisers

 
At KiB, we take pride in helping advisers provide exceptional services to their clients. As a distributor of standout, ethical products, we focus on solving key challenges for both clients and advisers. Here's some common problems:

                                                        

  • Tedious paperwork? Miss one signature, and you face delays. SOLVED.

  • Clients want a regular investment plan linked to the S&P 500. SOLVED.

  • Double-digit returns overshadowed by high fees? SOLVED.
  • Clients desire high returns while securing their assets. SOLVED.
  • Inflation-adjusted contributions requiring uncomfortable top-ups? SOLVED.
  • Advisers hesitate to disclose fee structures for fear of losing clients? SOLVED.
  • Complex and costly security setups, involving individual trustees? SOLVED.
  • Worried about clawback risks when accepting large regulars? SOLVED.
  • Costs for starting, stopping, adjusting, or withdrawing investments? SOLVED.

And that’s just the beginning. We understand the unique challenges financial advisers face when serving expatriates across Asia and the Middle East. With decades of experience, we offer products that are transparent, flexible, and efficient—designed to meet the needs of your clients and streamline your work.

Curious to learn more? 𝗘𝗻𝗴𝗮𝗴𝗲 𝘄𝗶𝘁𝗵 𝘂𝘀 𝘁𝗼𝗱𝗮𝘆!

Fixed Returns? Flexible

 

We consider the specials needs, currencies and tax etc..

Avoid locking investments in

Choose between funds or a managed portfolio

Cost effective, Tax effective

investMENT PLATFORM guernsey

 

Your answer to expensive insurance-based products. 

 

 

triple protection, high-yielding funds, managed online, save time and headaches.

Help clients start for as low as $250,- per month. Improve your services and be highly efficient for clients and practice

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High yield NOtes

 

Go over the traditional with secure financial products

 

Trust set up, avoiding political or taxable events. 

Will writing, Power of attorney arrangement. 

Offshore bonds and other life insurances.

Other services

 

We don't stop at the standard services, talk to us about your needs and we might have a solution for instance for:

Worldwide Yacht registration and insurance.

Overseas real estate packages, with residency and 2nd passport. 

Bundled investments