Product Information

Northstar Financial Services (Bermuda) Ltd. has many product options designed to help non-U.S. citizens secure their financial futures.

The Benefits of Global Investing:

• The Northstar Global Products are U.S. dollar-denominated investment products that can provide security against currency fluctuation and devaluation, as well as from economic and political circumstances that may threaten personal wealth.
• As a Participant in The NFSB Master Trust, you have the freedom to name the beneficiary(ies) of your choice.
• Registered and issued in Bermuda, Northstar Global Products provide you with the ability to maintain confidentiality regarding ownership of the assets.
• Income, interest and dividends earned in the Northstar Global Products are not subject to U.S. or Bermuda taxes¹.

The Benefits of Investing with Northstar:

• Access to the most robust offshore product menu, including both fixed and variable product solutions.
• Highly attractive and competitive rates
• Segregated Account Protection
• World-class customer service

¹As of the date of this writing, there is no Bermuda income, estate, duty or inheritance tax. Charges to status or residency of parties to the contract may have adverse tax consequences. Northstar recommends that you consult your personal tax advisor to assess your particular circumstances before investing.

This information is intended to provide a summary description of the features and terms of the Northstar Global Products available through Northstar Financial Services (Bermuda) Ltd. To obtain complete information, you should consult your Advisor or request a copy of the corresponding Northstar Global Product contract from Northstar Financial Services (Bermuda) Ltd. and the NFSB Master Trust.

The Northstar Global Products are not offered for sale in the United States or to Trust Participants that are residents or citizens of the United States or Bermuda. This information does not constitute an offer or solicitation to any person or entity in any jurisdiction in which an offer is not authorized, or to any persons to whom it is unlawful to make such an offer or solicitation.