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Why Everyone Is Talking to Aisa About Pension

Transfer

Contents

Huge Savings ..................................... slide 3 Benefits Of Our QROPS Service .......... slide 4Do you Qualify For QROPS?................ slide 5 Case Study ............................................... slide 6

About Aisa .......................................... Slide 7 Awards and Achievements ................. slide 10Members recommendations .............. slide 12Customer Charter ................................ slide 13Contact details ..................................... slide 14

If you do not require advice, or

If you have received advice and want to

save money

Then we are able to conduct your business

at minimal cost to yourself, if

You are prepared to sign as acting for

yourself (third parties need not apply)

AVOID HUGE COMMISSIONS

We will conduct execution only business at minimal cost to you

Transferring your UK pensions to QROPS may bring several advantages

• No requirement to purchase an annuity whatever your age • Leave remaining pension funds to your chosen beneficiaries free of IHT • Enjoy greater flexibility and investment freedom • Option to choose various low cost structures • Receive your pension income with zero tax deducted from the UK

Qualifying criteria for a QROPS

Pensions (excluding state pensions) worth at least 50K ........ YES I am planning to, or currently, live overseas ..................... YES I am not planning on returning to the UK .......... ............. YES I will be out of the UK for a minimum of 5 years ............ YES I have already purchased an annuity .............................. NO My private/personal pension is already in drawdown ........................................................................ YES My company/occupational pension is already in drawdown ...................................................................... NO I am still a UK resident and have no intention of moving overseas ............................................................ YES

Case study Releasing a UK Pension:

Keith (48) is a UK national living in the Hong Kong with the intention to move to Spain or Kuwait in the next 5 years to concentrate on business interests. He has a UK frozen pension (valued at 700,000) that he cannot access until retirement age. Keith has no intention of returning to the UK and he wanted to make use of his retirement fund at an age where he could make the most of it in around 5 years. Aisa were able to source a QROPS (Qualifying Recognised Overseas Pension Scheme) vehicle that allowed Keith to transfer his UK Pension to an approved scheme outside of the UK (fully compliant with HMRC), reinvest the money and over time release his pension fund. Keith has NO obligation to buy an annuity. The vehicle is structured in a tax efficient way that allows Keith to pass on the full value of his pension fund in the future to his family minimising any inheritance tax liability.

WELCOME TO THE AISA GROUP 7

Aisa InternationalThe philosophy of business: to assist clients in successfully managing their capital, to safeguard it and to make investments. Aisa International is a financial services company, licensed and regulated in the Czech Republic by the Czech National Bank. It is also a member of AFIZ (Association of Financial Advisers and Mediators of Czech Republic).

It has an office in Prague, and is the sister company of Aisa Professional (UK). The aim of Aisa International is to work throughout Central and Eastern Europe with discerning individuals and companies who require the expertise and knowledge of professional UK trained and qualified financial advisers. Aisa International is able to offer these services to private individuals, businesses and institutional investors such as government and state bodies.

WELCOME TO THE AISA GROUP

WELCOME TO THE AISA GROUP 8

Aisa ProfessionalAisa Professional Is a UK authorised and regulated firm of Independent Financial Advisers established in 1999. Since being established, it has built a reputation for a high quality advice and service to individuals, business owners and institutional investors such as government agencies and pension funds. All advisers work towards achieving the highest qualifications available. The firm advises on many millions of dollars in a wide range of investments and across a wide range of tax jurisdictions.

DIVERSIFICATION SPECIALIST INVESTMENTS OFFSHORE INVESTMENT BONDS STRUCTURED INVESTMENTS BESPOKE STRUCTURED INVESTMENTS BESPOKE INVESTMENT FUNDS BANKING SERVICES BUSINESS OPPORTUNITIES CAPITAL RAISING CAPITAL GROWTH BY BUYING A COMPANY IN EU PURCHASE AND TAX ARRANGEMENTS LEGAL SERVICES WILLS PROPERTY SERVICES

Voted the UK’s best IFA Company Meet

us and find out why.

From left: Mark Hayhoe, Aegon head of sales development. James Pearcy-Caldwell CEO Aisa International and Charles Kennedy, MP

Members of the network attend Aisa case studies presentations

Kevin O'Brien (client)Top qualities: Personable, Expert, High Integrity“I have worked with Cornel over the last year in a financial advisory capacity and would highly recommend him. Cornel has provided sound advice and has always been available to answer any questions I may have. He is also a very nice person to do business with.” September 13, 2010 Stuart Ramage (client)

Stuart hired you as a Financial Advisor in 2009Top qualities: Personable, Expert, High Integrity“Personable, knowledgeable and always available for his clients. Cornel has great integrity and delivers results time and time again.” October 31, 2010 Roland HeijneMember of the Board, Czech-Neth Business Support (business partner) “Cornel is a professional; very driven and customer focused, looking for the best options for his clients. Making him unique is the "service with a smile", showing that serious financial matters can very well be combined with an open and humoristicattitude. A partner to thrust and good company to discuss all the other things in life.” June 16, 2010

Recommendations from Network Members

Denis SuskoTop qualities: Personable, Expert, Creative“Cornel Sampson- is a name that I feel sure, we will hear spoken often in the Prague business community. Cornel is a unique person with EXCELLENT managing skills, patience, great sense of humour and creativity. I´d love to recommend Cornel and Aisa International to anyone! Cornel and the team have built strong and stable company inCzech Republic that offers great services and information to their clients. Their business strategy is very solid, safe and executed with the highest level of integrity. I learned so much from their informational seminar. I am proud to count Cornel as a friend.” June 20, 2010 Anna Tyulpanova, MBASpecial Projects and Client Relations, Aisa International (colleague)“Cornel is real professional in what he is doing. He takes care of his clients, providing with the most up to date information and helps to find right solution for every individual situation. He is high motivated hard working person, who always has new ideas of business development for the company.” June 22, 2010

Recommendations from Network Members

Ladislav Strojil (Client)Thanks to Cornel and Aisa I have been able to better manage my financials. He shared with me knowledge of financial opportunities and best practices. I have found Cornel to be very helpful and knowledgeable when dealing with him on many occasions for various aspects of services he provides. Cornel and the whole AISA team are extremely reliable and efficient with strong market knowledge. I would have no reservation in recommending Cornel and Aisa to anyone requiring financial advice, or just to see if there is any way that you could benefit.” February 8, 2011

Iztok Toplak (Client)Cornel is open minded advisor, that always comes with new creative ideas.” January 31, 2011

Recommendations from Network Members

Customer Charter

We provide a customer charter to our clients, and we offer the most competitive terms, bettering any legitimate deal that can be evidenced.

Main benefit

The “Aisa Group” deal exclusively with pension providers that comply with both the spirit and the letter of the UK QROPS regulations. We believe this to be in the best interests of our clients and in our own professional best interests. Uniquely we offer the best of the UK IFA spectrum, with our international experience.

Contact me for a free no obligation consultation to see if we can help you

Cornel Sampson BSc (Hons),

Associate PartnerAISA International sro,

Štítného 202/35, Žižkov

Office +420 222 361 850

cscz@aisainternational.cz

ww.aisainternational.cz

REGULATED & AFFILUATED