This is a short presentation created by an Investment firm that is Regulated and provides services to expats in and around Thailand in terms of
-Offshore Banking
-Investments
-Regular Savings plans
-QROPS and PIMMS
-Mutual funds
- Personal Portfolio Management.
-Insurance - Personal , Life and Health.
2. Formed in 2004 by Alan Lane, an Accountant
from the UK, EMM Consulting Co. Ltd was
created with the aim of giving Investors a
Brokerage that they could rely upon to representBrokerage that they could rely upon to represent
their best interests and not those of the large
corporate investment houses.co po ate investment houses.
3. O M SOur Mission Statement
To give the Client fully Independent and unbiased advice at all timesTo give the Client fully Independent and unbiased advice at all times
To fully understand the Client’s needs and aspirations to enable us
to develop the best possible solutions to help achieve those aimsp p p
To establish a close and long term relationship with the Client and
to ensure we keep them fully informed and are always available to
advise and recommend changes to any of their Investment portfolio
to benefit them achieve their specified goals.
“To put the Client’s best interests first at all time ”“To put the Client’s best interests first at all time.”
4. Our ProfileOur Profile
Based and Registered in Bangkok, Thailand
A Specialist company dealing with Expatriates
Experts in Offshore Tax efficient Investment Strategies
EMM Hold Agencies with the largest Investment Houses
EMM Hold Terms of Business with major Fund providers
Client Account Management is our Priority
US$37 million under management
Clients Worldwide (25+ countries)
Advising all Nationalities (with the exception of Thai)
5. O SOur Services
P i Pl i Lif I Pension Planning
Education Fee Planning
Saving Schemes
Life Insurances
Health Insurances
Wills and Trusts Saving Schemes
Portfolio Management
International Funds Access
Wills and Trusts
Offshore Company Setups
Product Specific Seminars International Funds Access
QROPS and SIPP
Offshore Bank Accounts
Product Specific Seminars
Fund of the Month Advice
Newsletters Offshore Bank Accounts
International Mortgages
Newsletters
Free Consultancy meetings
6. O C BOur Client Base
English
Australian
Norwegian
Japanese
American
German
D t h
Canadian
Malaysian
Dutch
Swiss
Thai
Thai
Indian
10. Market Sectors Traded
C it l G t d F d Capital Guaranteed Funds
Blue Chip Bonds
Fixed Interest Products
Regional Specific Funds
Individual Country Funds
Fixed Interest Products
Gold and Precious Metals
Commodities Funds
Auto Call Notes
Portfolio Management
Alt ti I t t Commodities Funds
Hedge Funds
Ethical Funds
Alternative Investments
Supply and Demand Products
Fine Wine Investments Ethical Funds
Property Funds
Fine Wine Investments
Stock Market Tracker Funds
11. The Services we Provide
Free Consultations
Free Portfolio Assessment reports Free Portfolio Assessment reports
Free Portfolio Management (1 year)
No obligation Quotations and Portfolio Recommendationsg
Access to over 7,000 Worldwide Funds
Access to the biggest Pension/Savings providers
Regular Monthly Portfolio Reports/Valuations
Offshore Taxation guidance
Long Term Portfolio Account Management services
Market reports and Newsletters