KEY ACCOUNT ADVANTAGES

  • 100% participation of Premium European Structured Notes.
  • Notes issued by subsidiaries of A+ Banks specialized in the structuring and issuing of the notes.
  • 100% liquidity after the term established by the note.
  • Quarterly cash flow throughout the term of the note.
  • N0 transactional and administrative fees.

Additional benefits:

-100% protection of client’s assets in case of custodian bankruptcy.

– Legal structure of LIA offers fiscal benefits.

-Assignment of beneficiaries.

DOW JONES

COMPANIES SYMBOL
3M MMM
AMERICAN EXPRESS AXP
APPLE AAPL
BOEING BA
CATERPILLAR CAT
CHEVRON CVX
CISCO SYSTEMS CSCO
COCA-COLA KO
DOWDUPONT DWDP
EXXONMOBIL XOM
GOLDMAN SACHS GS
THE HOME DEPOT HD
IBM IBM

All stocks that make up each  stock slection are “Blue Chip” companies within the S&P 500, NASDAQ & DOW JONES.

NASDAQ

COMPANIES SYMBOL
MICROSOFT CORPORATION MSFT
APPLE INC. AAPL
GOOGLE INC. GOOG
CISCO SYSTEMS, INC. CSCO
ORACLE CORPORATION ORCL
INTEL CORPORATION INTC
VODAFONE GROUP PIC (ADR) VOD
QUALCOMM, INC. QCOM
AMAZON.COM, INC. AMZN
AMGEN, INC. AMGN

S&P 500 Index

COMPANIES SYMBOL
APPLE INC. AAPL
MICROSOFT CORP. MSFT
AMAZON.COM INC. AMZN
FACEBOOK INC. FB
BERSHIRE HATHAWAY BRK.B
JP MORGAN CHASE & CO. JPM
EXXON MOBIL CORP. XOM
ALPHABEBT INC. A GOOGL
JOHNSON & JOHNSON JNJ
INTEL INTC
  1. The account participates in Structured Notes issued by highly qualified financial institutions. The investors acquire the Issuers / Counterparty risk. An eventual insolvency by these institutions could lead to the partial or total loss of invested capital.
  2. The liquidity of the account depends on the liquidity of the Note(s). The moment the client needs or wanted liquidity, they are dependent on the terms of the Note(s) and the price determined by the Issuer of the Note(s) or the market.
  3. The cash flow throughout the year depend on the cash flow and terms of the Note(s).
  4. The law of segregated accounts applies to the custodian. This law demands the segregation of the client’s account from the books of the custodian under the supervision of the British Crown. In essence, the law of segregated portfolios foresees that, all of the client’s assets are completely isolated from the general obligations of Legacy Wealth Group, the custodian, and any other segregated accounts of the company.
  5. Because of the legal structure that is offered through the LIA account, this could give fiscal benefits to the client(s). Every case has to be consulted with a tax specialist in the residential jurisdiction of the client.
  6. Beneficiaries assigned in case of client’s decease.

FLEXIBILITY & ACCESS

  • Creation of a Chase Account in the United States in which interests are deposited periodically.
  • Access to an international debit card and checkbooks from the account for easy access to the deposited funds.

100% of INVESTMENTS are in “Blue Chip” stocks with a protection barrier of a minimum of 70%.

PRODUCT SPECIFICATION
LEGACY INCOME ACCOUNT PRODUCT SPECIFICATION
CURRENCY USD
ANNUAL INTEREST 9% – 15%
INTEREST PERIODICITY PAYMENT QUARTERLY, SEMIANUAL
MINIMUM TERM 18 – 36 MONTHS
INVESTMENT MECHANISM PREMIUM EUROPEAN STRUCTURED NOTES
UNDERLYING EXCLUSIVE STOCKS FROM BLUE CHIP COMPANIES WITHIN THE S&P 500, NASDAQ & DOW JONES.
ISSUING BANKS SUBSIDIARIES OF BNP PARIBAS, SOCIETE GENERALE, CREDIT SUISSE, UBS, BARCLAYS
ADMINISTRATIVE FEES PAID FOR BY ADMINISTRATOR
TRANSACTIONAL FEES PAID FOR BY ADMINISTRATOR
CUSTODIAN BANK OF NY / EUROCLEAR

LEGACY INCOME ACCOUNT

9% – 15%

QUARTERLY, SEMIANUAL

18 – 36 MONTHS

PREMIUM EUROPEAN  STRUCTURED NOTES

EXCLUSIVE STOCKS FROM BLUE CHIP COMPANIES WITHIN THE S&P 500, NASDAQ Y DOW JONES

SUBSIDIARIES BNP PARIBAS, SOCIETE GENERALE, CREDIT SUISSE, UBS, BARCLAYS

PAID FOR BY ADMINISTRATOR

PAID FOR BY ADMINISTRATOR

BANK OF NY / EUROCLEAR

CUSTODIAN / ISSUERS
& COUNTRY RISK RATING

CUSTODIANS
ISSUERS

AM BEST: COUNTRY RISK REPORT

  • United States
  • Switzerland
  • France
  • Belgium
  • England

FOR INQUIRIES

LEGACY WEALTH GROUP

445 Park Avenue, Manhattan
New York, 10022

CONTACT US VIA EMAIL TO:

INFO@LEGACYWEALTHINVEST.COM

CONTACT US VIA PHONE CALL TO:

+1 212-836-4730

The investments are kept in third party custody under the Legacy Wealth Group Segregated Portfolio. Therefore, if the custodian becomes insolvent, the investments would be protected because they are segregated from the balance sheets of the custodian in question. The assets of the investors are kept in a Segregated Portfolio and only the investor has the right to these funds in case of redemption.

CUSTODIAN



ISSUERS