Utmost Wealth Solutions has launched its product for expatriates living in Portugal.
Apex (Portugal) combines a life assurance policy with a range of investment options designed to suit expats’ needs.
This firm said it was “essential” that the Portuguese-compliant solution was put on to the market, as the number of people choosing to move to Portugal and take advantage of the non-habitual residence regime and golden visa is rising.
Paul Thompson, chief executive of Utmost Group, said: “During the product development stage, we listened to our advisers and clients and their feedback was very important in terms of shaping our overall proposition.
“Apex (Portugal) includes many attractive features such as new charging structures, online access through a secure site as well as a wide range of investment options. This is the first of a number of planned product launches in Europe and represents a key milestone for our group.”
