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Tax Effective Investing

Kinesis

  • Offered through our partner Capital Financial Markets Limited.
  • An innovative alternative to direct investment in the CMIM Agile Managed Futures strategy managed futures programmes, delivering equivalent investment performance.
  • But Kinesis returns are tax free (no CGT and no income tax).
  • Tax treatment occurs because Kinesis is structured as a spread bet on an index that tracks the CMIM investment programmes' performance.
  • Returns from spread bets are tax free in the UK.

Capital Financial Markets Limited is a subsidiary of Capital International Limited (CIL) who provides international dealing, custody, investment management and portfolio administration services. At the time of publication, CIL administered over $4 billion of assets. CIL is a member of the London Stock Exchange and is licensed by the FSC. CIL is a member of the Capital International Group. For more information please see the following CFM Central Markets Investment Management Alpha Indices Operating Memorandum.

Self Invested Personal Pensions (SIPPs)

In the United Kingdom many individuals are turning to SIPPs to personally manage their investments. Central Markets Investment Management enables its managed investment accounts to be accommodated within a SIPP. In conjunction with our brokers, we work with many independent SIPP trustees throughout the UK (see list of current SIPP trustees and administrators below). The benefits of SIPPs are quite straight forward:

Capital Gains Exempt*

Returns within the Central Markets Investment Management programme are considered as capital gains. SIPPs, being a regulated pension, are exempt of capital gains.

Tax efficient

The money you invest in your SIPP is free of basic rate tax. Upon retirement (minimum age 55), you can make up to 25% of the total pension value as a tax-free lump sum.

Fully flexible

You can choose how and when monies move into the Central Markets Investment Management programme. That is, you, in conjunction with your trustee, decide when to deposit or withdraw monies from the fund or managed account.

(*)Tax benefits are subject to each individual’s circumstance. Central Markets Investment Management does not provide advice on SIPPs. For more information of SIPPs, please contact your financial advisor.

Recognised SIPP Providers – click on the buttons below to see a list of SIPP providers we are able to accept.