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Tax-Exempt Brokerage Accounts

A tax-exempt brokerage account enables international investors to buy shares, bonds, mutual funds and other investments. Healy Consultants assists clients open tax exempt brokerage accounts through professional brokers in reputable jurisdictions around the world. This information enables international investors to make an informed decision on whether a tax-exempt brokerage account is the optimum solution to meet their investment objectives:
   
1.
A tax-exempt brokerage account enables investors to legally trade free of tax on international bourses. A brokerage account is a secure trading platform which is available in multiple currencies and which can be managed via Internet, or by telephone/fax.
2.
Healy Consultants will help you open a tax-exempt brokerage account offering professional customer support, which is idea for inexperienced traders.
3.
The brokerage account offers instant access to more than 250,000 real-time shares, options, foreign exchange commodities and indices, all updated dynamically. It is also possible to view, chart, analyse and manipulate data according to trading requirements.
4.
We will open a tax-exempt brokerage account with renowned service providers including Merrill Lynch and Charles Schwab. Healy Consultants’ fee to handle account application is US$2,950. Our professional staff will handle all aspects of the application, from start to finish, with approval normally following within two weeks.
5.
The account opening process normally proceeds thus:

 

i) Our client indicated his preferred location for the account;

ii) Our client settles our account opening fees and signs our Client Engagement Letter;

iii) Our client provides Healy Consultants with the following due diligence: source of funds for the tax exempt brokerage account; bank reference letter; passport copies of account signatories; and the investor's resume.

iv) We liaise with the brokerage account provider, completing account application forms on our clients' behalf and paying the minimum investment fee (if applicable).

v) The account application form is then couriered to our client for signature and return to our office, after which the application is submitted to the broker;

6.
Healy Consultants receives brokerage account details, including Internet login and password details, which are forwarded to our client.
Contact Us
For more information on our tax exempt brokerage account services, contact email@healyconsultants.com or telephone us at (+65) 6735 0120.
Back to International Brokerage Accounts page.


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