Case study – Johan and Marie's story

Johan and Marie's details:

Age: 39 and 35

Occupations: Doctor, journalist

Situation: Moved from South Africa to Dubai with their son two years ago.

How we helped Johan and Marie

• Johan and Marie learned that due to their circumstances, they would not have to pay tax on the interest from an offshore savings account
  
• We reviewed their current finances and advised them as to which services were the most appropriate.
  
• They opened a Premier US dollar Serious Saver account for the higher rate of interest this offers.
  
• They qualified for Premier status because they have more than £60,000 with us in their various accounts.
  
• As Premier customers, Johan and Marie earn preferential rates on their savings and have a Relationship Manager who contacts them regularly to advise them on their finances.