BFI Consulting - Page 1

BFI Consulting, your personal Swiss representative Most investors are keenly aware of the potential advantages obtained through an internationally diversified wealth preservation plan. Unfortunately, based on lack of experience and of trusted contacts overseas many of them never implement that optimal plan. That is where BFI Consulting can make a big difference. Since its inception in 1991, BFI Consulting has supported thousands of international investors at executing the investments of their choice. For many of them, BFI has become the partner for all of their offshore investment activities - a trusted advisor, facilitator and representative. The complete package of our services aims at providing clients with a trusted single point of contact overseas. Through our services you can gain access to investments, legal structures and financial services that may not be readily available to you “at home”. . BFI Consulting AG is an independent, registered financial services organization and a member of VQF, a vocational organization of Swiss asset managers and financial services institutions, supervised by the Swiss government with the objective of quality assurance according to the highest professional financial services standards and Swiss law. Our core competence lies in the area of personalized and tailored insurance based investment solutions. The nature of these services, per definition, is long-term. This is what underpins the long-term trust relationships we are able to develop and maintain with our clients. We advise you. Then we select and facilitate your financial affairs overseas - consistently.

BFI Consulting, your personal wealth preservation partner in Switzerland; the missing piece in your international wealth preservation system Our Services From our offices located in lovely and peaceful Ebmatingen, just outside of Zurich, we provide a full range of services to the affluent investor: International Insurance Solutions - Annuities, Endowments, and more. We help our clients select, establish and administer a variety of Swiss and Liechtenstein insurance and annuity programs. The variety available is considerable, the advantages manifold. A general introduction to Swiss annuities and endowments is given in the following pages. Introductory & Liaison Services We work with some of the world's finest independent asset managers, private banks, trust experts and asset protection attorneys. This allows us to introduce you to the right outfit for your specific objectives and purposes and assist you at establishing bank accounts, asset management mandates and various forms of trusts, foundations and other legal structures. Mountain Vision ONLINE - BFI’s Information Services We keep our clients updated on current issues and trends. Our quarterly newsletter and periodic reports are provided as a complimentary service to clients who use our investment services. To view sample reports please contact us.