Quilter International is part of Quilter plc and is one of the leading cross-border providers of wealth management solutions. Qulter help expatriates and local investors in multiple global markets, including the UK, Africa, Asia, Europe, Latin America, and the Middle East.
Quilter plc is one of the leading providers of advice, investments and wealth management both in the UK and internationally, managing £110.4 billion of investments (as at 31 December 2019). Quilter plc is listed on the London and Johannesburg stock exchanges.
Quilter's customer focused approach has been recognised by experts in the investment industry. Covering its products, skills and expertise, below are the latest awards:
International Investment Awards 2019
- Best International Platform - Wealth Interactive
- Excellence in Fintech - Wealth Interactive
- Excellence in Client Service, Industry - Middle East
Also highly commended for ‘International Campaign of the Year – Investing through volatile times’.
For Portfolio Bonds for example, we can submit the policy requests of our clients via the Quilter online platform "Wealth Interactive2 - where we can submit new business, top ups, dealing requests, make withdrawals, conduct asset review etc and much more.
At Navigator we take pride in working with Quilter in managing and growing your investments. We are here to help you achieve your specific goals and those for your family and the generations to come.
To comply with current tax regulations, ie;
the Foreign Account Tax Compliance Act (FATCA) from the United States (US) and
the Common Reporting Standards (CRS),
Quilter is required to obtain certain information from its clients and ask them to complete either :
a 'Tax declaration and self-certification' form for individuals or ,
corporate clients/trustees form.
Quilter has a legal obligation to obtain certain information under regulations relating to the exchange of information for tax purposes and provide it to the relevant Quilter International local tax authority.
To comply with these regulations, Quilter clients need to
Visit Quilter's website and complete the editable PDF form including the declaration section, typing their name(s) in the signature box (where they would usually sign) and also typing in the date. They then email their completed editable PDF form to QINTLTaxReporting@quilter.com from the email address we hold for them on our records.
Complete the form online, print, sign and return it by post (in the pre-paid return envelope provided); or scan and email it to QINTLTaxReporting@quilter.com.
Complete and return the hard-copy form in the pre-paid return envelope provided.
IF you have any questions, you can speak to Romi Gill on 2530 2530 or email her firstname.lastname@example.org . You can also visit Quilter’s FATCA webpage for more information about tax reporting