Best Savings Rates

Our best savings interest rates at 1 year Fixed Rate at 4.75% gross (EAR)

A secure product with fixed interest rates for a minimum of £1,000,000

At Trinity Wealth Management, we have a healthy relationship & respect for the Louis Group Financial Services who are a South African family run business with offices in England, Isle of Man, South Africa, Germany & Switzerland.

We are delighted to announce that the Group have recently been awarded a Swiss Private Banking Licence, which makes them the first family owned Swiss Private Bank with South African origins. In these days of banking uncertainty, opaque balance sheets, toxic debt and a straying from traditional banking expertise & values, a new bank without the legacy of the above is both refreshing & exciting. The granting of a Swiss licence also offers a high degree of financial security & peace of mind.

Banque Louis are happy to allow Trinity to act as an introducer for the bank, and the following Fixed Term offerings are available.

Minimum investment through Trinity is £1,000,000

1 year Fixed Rate at 4.18% gross (EAR)*
2 year Fixed Rate at 4.48% gross (EAR)*
5 year Floating Rate at 3.00% + 12m GBP LIBOR (Libor capped at 3.50%)*

• Investors have the option to receive accumulated interest annually in arrears.
• Swiss withholding tax of 35% applies and will be deducted at source. For UK taxpayers a tax credit can be reclaimed from HMRC or offset against tax due.
• All investors must open an account at Banque Louis in Switzerland & fulfil the entire due diligence requirements of that jurisdiction. Minimum Age 18 years old.
• Generally no early redemption is permitted.
• This is a limited offering and could be withdrawn at any time.
• Deposits made with Banque Louis are protected by the Swiss Depositor Protection Scheme**.

If this is of interest to you, please contact Trinity Wealth Management as soon as possible.

*The Swiss Federal Act on Banks and Savings Banks ("Banking Act") states that in the event of a bank collapsing, deposits of up to CHF 100,000 (approx £60,300) per depositor will be treated as preferential debt, thus taking priority over the claims of other creditors. This preferential status means that these deposits will be paid out of the insolvent bank's assets and will therefore take priority over claims by other (non-preferential) creditors. Securities dealers are treated in the same way as banks in this respect.

The depositor protection scheme for banks and securities dealers guarantees payment of these deposits up to CHF 100,000 (approx £60,300)in the event of bankruptcy or of protective measures being initiated. If the bank concerned does not have sufficient assets to pay out the deposits, the payment is guaranteed by the other banks.

Trinity Wealth Management will receive an initial introducers fee of :

1 year Fixed Rate Bond = 0.25%
2 year Fixed Rate Bond = 0.30%
5 year Floating Rate Note = 0.50%

* These rates are correct at the time of publication, but are subject to change - please call for confirmation.