International

&

(UK Tier-1 Investment Visa Programme*)

*Under review by HMG*

Gate has proven practical experience in establishing and managing portfolios for international clients as well as for those individuals who are currently UK resident under the Tier-1 Investor Visa programme.

Recently, HMG has decide to change this programme. Gate is awaiting guidance with regard to the new programme. At that point, Gate will shape an appropriate professional service. Gate continues to service existing Tier-1 Visa programme client-participants.

Gate’s principal aim is to generate attractive real returns for our clients over the long term, using an active, flexible and personalised approach. This approach has been successfully adapted to meet the Home Office’s Tier-1 (Investor) Visa requirements. The conditions of the Tier-1 Visa programme matched the investment strengths of Gate.

Our investment focus is on individual stock and fixed income selection as well as our understanding of the UK and experience of working with International clients, perfectly positions us to manage investment portfolios for Tier-1 Visas. These ‘Visa portfolios’ are highly restricted, due to the Home Offices’s requirements. While the past is no guide for the future, returns for such portfolios have been positive.

Gate has taken a practical approach to managing your approach while strictly adhering with the Home Office rules as well as FCA regulations. To that end:

  • We have worked closely with the client’s legal team as part of the Visa application.

  • The client account opening process, funds transfer and Due Diligence/Know-Your-Client  process along with establishing a UK bank as well as Interactive Brokers account is a smooth and quick one.

  • We provided the necessary letter and documents required to support a visa application; confirming Gate’s status as authorised and regulated by the FCA and that investments have at all times been made in accordance with the visa rules.

  • The UK Tier-1 portfolio is shaped by the selection of appropriate UK investments, UK custody and the reinvestment of gross proceeds from any sales of securities.

  • Tier-1 Visa clients have a specific set of risks and requirements. These include:

    • Establishing and managing the investment objectives from both an investment and operational perspective.

    • Managing the portfolio for best risk-reward returns.

    • Carefully monitoring and control.

  • At all times, we take great care to ensure that all Home Office rules are followed during the term of the visa.

Combining a personal relationship manager with a sound and professional investment management function ensures that the set-up process and subsequent activities run smoothly for the individual and her/his family; as well as the investment working to its intended goal: “Indefinite Leave to Remain”.

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