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    Novia Global Brochure

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    Novia Global is an online wealth management platform that provides technology to enable professional advisers to invest clients' funds efficiently. It offers access to investment products across a range of currencies and strategies. Clients have control over their investments through their adviser and choice over which assets and fund managers to use. Novia Global aims to provide a secure, transparent service with client money and assets protected through segregation and regulation.

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    © All Rights Reserved
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    Novia Global Brochure

    Uploaded by

    m
    42 views8 pages
    Novia Global is an online wealth management platform that provides technology to enable professional advisers to invest clients' funds efficiently. It offers access to investment products across a range of currencies and strategies. Clients have control over their investments through their adviser and choice over which assets and fund managers to use. Novia Global aims to provide a secure, transparent service with client money and assets protected through segregation and regulation.

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    Novia Global is an online wealth management platform that provides technology to enable professional advisers to invest clients' funds efficiently. It offers access to investment products across a range of currencies and strategies. Clients have control over their investments through their adviser and choice over which assets and fund managers to use. Novia Global aims to provide a secure, transparent service with client money and assets protected through segregation and regulation.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    42 views8 pages

    Novia Global Brochure

    Uploaded by

    m
    Novia Global is an online wealth management platform that provides technology to enable professional advisers to invest clients' funds efficiently. It offers access to investment products across a range of currencies and strategies. Clients have control over their investments through their adviser and choice over which assets and fund managers to use. Novia Global aims to provide a secure, transparent service with client money and assets protected through segregation and regulation.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 8

    Global Investment Platform

    Charting your future course

    Novia Global Ltd is an international online wealth management


    platform. We provide market-leading technology, enabling
    Professional Advisers to invest efficiently on your behalf.
    Our vision - “Intelligent Wealth Management”

    We believe in keeping things simple. We offer access to a range of investment


    The combination of the latest in online products, allowing you to benefit from the
    platform technology, client security, opportunities of investing offshore.
    transparency and a commitment to first
    It’s possible to invest in our products
    class service allows us to offer you both
    using a range of currencies. You can
    flexibility and choice - enabling the
    also choose to use one, or multiple
    potential for greater efficiencies and
    investment strategies - all within
    returns on your investments.
    your Novia Global Account.
    We only work with Professional Advisers;
    providing them with the tools and
    investment technology to create and
    manage even the most complicated
    investment portfolios efficiently and
    easily on our online platform.
    Experience you can trust

    Novia Global Ltd launched its Wealth Management Service


    in October 2015 with the goal of bringing the benefits of
    technology-enabled investing to the international
    financial market.

    The executive team behind Novia Global is vastly experienced and has already successfully delivered
    multiple technology-led wealth management platform services.

    We are independently owned by private individuals along with small and medium-sized
    enterprises, each with significant financial services experience who are committed to
    the longevity and continued success of the business.

    We believe in total openness and transparency,


    and have one clear aim – the provision of a
    market leading wealth management service.
    How we work for you

    ia Global Account
    Nov

    PROFESSIONAL
    ADVISER CLIENT

    Cu s
    sto r i ba
    dy a
    of ass PP
    e ts b y B N

    Control Choice Multi-Currency


    Through your Professional Adviser Select your own assets or choose from Facilitate and Report investments in US
    you have complete control over your a host of market leading Discretionary Dollars, Sterling, Euros, Swiss Franc, Australian
    investments. Fund Managers (DFM). Dollars, Hong Kong Dollars and others.
    Protection and peace of mind

    The security and protection of your assets on the Novia Global


    platform is paramount. Some of the key policies we have in place
    to make certain they remain so are:

    BNP Paribas Securities Services provide our custodian and banking services. They are a European
    leader in this field and cover more than 100 markets worldwide

    We are authorised and regulated to administer client assets and money by the UK’s Financial
    Conduct Authority (FCA); registration number 653661

    We operate systems and processes to administer client money and assets that ensure all
    transactions are carried out in accordance with robust UK FCA regulation

    We segregate client money under separate nominee names to ensure that ownership
    always remains with you

    We provide “Dual Authorisation” functionality to add a further layer of security when


    placing a trading instruction

    We also constantly review and test our processes and procedures to ensure we pursue
    the best practices in client money and asset protection.
    We are always here

    Time zones are not an issue. Our secure web portal allows you to track
    all of the investments you hold in the Novia Global Wealth Management
    Service at any time of day or night wherever you are!

    You’ll receive a clear and concise


    snapshot of the value of your
    investments including how
    you’re invested and how your
    investments have performed.
    You can also view your entire
    transaction history meaning you
    will have a fully transparent view
    of the fees you’re paying, and
    to whom.

    The Research Hub also provides


    a substantial level of clear and
    concise information covering our
    comprehensive range of assets.
    Powered for the future

    By investing through Novia Global, you and your Professional Advisers


    will have access to a selection of key functionality and a wide range of
    asset types. The tax efficient options we provide make it possible for
    you to maximise your investment potential.

    It’s your choice Keeping your finger on the pulse


    With a wide range of investments available, Simply provide your email address to set up
    you have access to options and investment access to your own individual secure web
    approaches that cater for every appetite. portal. Once you activate your access, you
    We also provide access to a panel of market will be able to view your investments and
    leading Discretionary Fund Managers who offer key documentation at any time. Your
    expertise across a wide range of Professional Advisers will also receive a
    investment styles. copy of all of your key documentation
    so that they can provide
    further information.
    Tax efficient investing
    With a number of offshore Products available,
    your Professional Advisers will work with you
    to choose the best combination to achieve tax
    efficient investing. By taking advantage of tax
    savings over a period of years, it can really make
    a difference to your financial outcomes.
    Risks
    Novia Global makes available a broad range of different investments. As with any money put into these
    investment vehicles there are risks. The value of these investments can fall as well as rise and you may
    get back less than your original investment. Charges taken by Novia Global, the managers of the
    underlying investment and those by your Professional Advisers will all have an impact on the value of
    your investment. Charges are made clear from the outset but may change in the future as
    circumstances may dictate.

    Please refer to the Novia Global Key Features document and Terms and Conditions for more information
    to make sure you understand our services and for any specific risks that may affect you, please speak to
    your Professional Adviser.

    Novia Global Ltd


    Cambridge House
    Henry Street
    Bath BA1 1JS
    UNITED KINGDOM

    T: +44 (0) 1225 517 517*


    E: [email protected]

    www.novia-global.com
    *Lines are open Monday – Friday from 9am to 5pm GMT except for Bank Holidays

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