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Simple, transparent, and easy to use

offshore INVESTMENT PLATFORM

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We believe our offshore solution is unique and has the potential to add real value to your practice and to your clients’ portfolios. 

Our independent investment platform is simple, transparent, and easy-to-use with seamless client onboarding and straight-through processing which packages, distributes, and administers a wide range of offshore funds.

Watch the video to learn more about our offshore investment platform.

Our Truly Offshore Investment Platform

As a wealth manager, investing via a single platform that acts as an administration service for your clients’ investments simplifies your business processes. Click below to view the funds available on our platform:

INN8 Core Fund Range

No VAT charges on the platform or tax deducting within the portfolios. TAX reporting is still provided.

 

United States Dollar, British Pound, Hong Kong Dollar, Australian Dollar, Swiss Franc, Euro

Our fund lists are designed to help you make confident investment decisions. 

No minimum investment term and no minimum investment amount, however there is a minimum fee of US$10 per month.

Discretionary fund managers and Cat 2 advisers can create and distribute model portfolios.

Fully digital with straight-through processing, the platform is supported by a dedicated team.

The cash and transfer in specie accepted process is fully facilitated by our expert offshore support team.

Our fee structure is easy to understand, delivers real value for money, and is fully RDR compliant.

smart design

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client statements

Check out our a new dynamic client statement. 

The report is now available online that allows you to select any period to review your clients’ accounts, performance and asset allocation and is available in different reporting currencies. 

Watch the short video to learn more about how this new feature on our offshore investment platform can benefit you and your client.

Offshore platform fees

We have a simple, transparent, and competitive pricing structure. 

When calculating platform fees, we aggregate all client assets and accounts.

  • First US$350 000 0.50%
  • Next US$650 000 0.25%
  • Above US$1 million 0.15%

Being truly offshore domiciled, platform administration fees do not attract VAT. A monthly minimum fee of US$10 applies.

View Offshore Pricing Guide

FAQs

By offering a highly competitive, transparent, and world-class solution that helps you, the adviser, manage your clients’ offshore assets in real time.
The INN8 On-boarding Team will assist you until you are comfortable with the core INN8 Offshore Investment Platform functions. After this, the INN8 contact centre will be available to help you with any questions or queries.
 
They can be contacted by:
Phone: +27 87 551 0899 (All calls charged at local rates)
We are required to validate the identity of all clients and connected parties in line with the global standards of customer due diligence.
The evidence required to validate corporate and individual client identities are detailed in the document called “INN8 Customer Due Diligence” located on the INN8 Offshore secure website.

The client record will be created automatically on completion of their registration. Once satisfactory evidence to support their application has been submitted and customer due diligence checks completed you will be able to view the client record and transact on the client’s behalf. It is also at this stage that client monies will be applied to their platform account.

 

Under normal circumstances this will take no longer than two working days from submission of satisfactory evidence.

In the event of our Compliance Department referring the application due to high risk client indicators being identified, this process may take longer.

All client monies and assets are held securely by Pershing (Channel Islands) Limited, a subsidiary of The Bank of New York Mellon Corporation. Pershing  is a global provider of banking and custodian services. These assets and monies are reconciled to individual client holdings each working day.
Your fees will be paid within the first five business days of the next month, as long as your total fees due are more than the minimum threshold of $250. Where this is not the case, the fees will continue to aggregate until they reach the $250 threshold and will then be paid at the beginning of the following month.
 

Our interest rate for all currencies (other than EUR, HKD and CHF accounts) is currently 0%, reflecting the exceptionally low levels that predominate internationally. Any negative interest costs incurred on Euro, HKD, or CHF denominated cash accounts held on the platform will be passed onto the holding client. This cost is an annual interest rate (calculated daily and based on a 360 day year) and consists of the Euro Overnight Index Average (EONIA) rate plus 0.30%. Any incurred costs will be debited from the client’s cash facility at the end of every month.