Anderida Insurance Brokers

 Anderida Insurance Brokers

About us

About us

Anderida Insurance Brokers is the Cyprus based and regulated company which provides a wide range of pension saving, life insurance and medical insurance solutions. The owner and founder of the company, Alexey Tarapovsky (photo), is a well-recognized Independent Financial Adviser (IFA) in Russia and CIS; Top of the Table of MDRT (Million Dollar Round Table – The Premier Association of Financial Professionals® of the world); CEO and founder of Anderida Financial Group www.anderidagroup.com - the largest partnership of IFAs in Russia and CIS which celebrated its 10th anniversary in 2019.

How we work:

How we work:

We base our work on the classical British financial planning model.

What is a financial planning:

Financial planning is the process of making provisions for financial needs that may arise in the future. Its objective is to ensure that the right amount of money is available in the right hands at the right time to achieve the client’s financial goals, whether in his or her capacity as a private individual or as a business owner.

Examples of financial planning include:

Examples of financial planning include:

  • Creating an emergency fund to cover unexpected expenses
  • Pulling a protection plan together to have a lump sum or income available to children in the event of parents’ death or critical illness before the children are financially independent
  • Putting money into a pension scheme to create adequate retirement income flows
  • Investing in order to finance planned future events such as children education
  • Taking advantage of available tax breaks
  • Organizing clients’ financial affairs so as to minimize tax payable on their assets upon their death
  • Ensuring smooth transfer of family business down from one generation to another

The simplest financial plans may mean little more than contributing into a suitable financial product and appointing beneficiaries. The most complex plans will require expertise in law, taxation and investment.

Without financial planning, few people are able to achieve their financial goals. Good financial planning is therefore necessary where people and businesses are to achieve their financial goals in life.

The financial planning process includes the following steps:

Fact finding

Collecting substantial details about the client’s current financial situation and financial goals for further analysis.

Analysis

For each quantified financial need, adviser identifies all available financial products. Then, using the knowledge of the client’s tax position and funds available, adviser strikes out products leaving only those which are most suitable to ensure achievement of the client’s goals. This could be separate products for each goal or a single flexible solution accommodating several goals.

Presentation

Benefits, costs and key features of each solution are explained thoroughly as it is the adviser’s duty to route recommendations in the client’s real needs. Even where such recommendations conflict with what the client believes his or her needs are.

Paperwork

When the client decides to go ahead, the adviser completes all the paperwork, explains the next stages of the process and personally ensures that the process is completed smoothly.

Reviews

When all paperwork is completed, the adviser has a new client to whom duty of care is owed. It is the adviser’s role to service the client continuously. The adviser conducts regular reviews of the client’s financial needs in order to adapt the financial plan to changes in the client’s personal situation (birth of children, marriage, divorce, retirement, income changes, etc.).

Among our providers are:

Hansard Global PLC

A company, which has been providing innovative life assurance and investment solutions since 1987. In 2017 Hansard Global celebrated its 30th anniversary.
Hansard Group plc has been listed on the London Stock Exchange since 2006, the LSE is the 4th largest stock exchange in the world.
 
Hansard International is based on the Isle of Man, which sits in the heart of the British Isles, a short flight from London City.

The Isle of Man enjoys continuous political and economic stability along with an exceptional reputation which is endorsed by the world’s foremost provider of independent credit ratings, Moody’s*.
The Isle of Man has been recognized by the International Monetary Fund (IMF) as a Well-regulated Offshore Finance Centre of Excellence.
 
The Hansard Group operates within robust and well-established regulatory environments, which place high standards and obligations in respect of both the continuing solvency and financial strength of the companies, and how they conduct their business.
Hansard International Limited is regulated and supervised by both the Isle of Man Financial Services Authority (IoM FSA) and the Labuan FSA (LFSA). Both the IoM FSA and LFSA are members of the International Association of Insurance Supervisors, a voluntary membership organization of insurance supervisors and regulators from more than 200 jurisdictions, constituting 97% of the world’s insurance premiums*. 
As a FTSE-listed company, Hansard Global plc publishes details of its results and performance to the market (see hansard.com/investors) offering total transparency and peace of mind in relation to the company with which you are investing.
*www.iaisweb.org
**www.iomfsa.im/regulated-sectors/life-insurance/policyholder-protection
 
Hansard International operates in multiple jurisdictions, servicing the investment needs of tens of thousands of clients, in up to 13 different languages.

Investors Trust

Investors Trust is the global brand representing the ITA Group of companies. ITA Group is an international group of insurance companies and subsidiaries in multiple jurisdictions around the world which aims to supply investors with access to the global markets through an array of unit-link investment products.
ITA International Holdings is the parent company of Investors Trust Assurance SPC based out of the Cayman Islands, and rated A- by AM Best; ITA Asia Limited, a Labuan-licensed company based in Malaysia; and ITA International Insurer, a Puerto Rico based and licensed company.
With multiple jurisdictions to choose from, along with a wide range of investment solutions, Investors Trust provides international investors with endless possibilities. Investors have the power to build a plan that fits their individual needs.
There is no ‘one product fits all’ concept at Investors Trust. Our mission is to provide international investors with the ability to select and build a plan that fits their current lifestyle while generating wealth to reach their financial goals.
 I
nvestors Trust is: 

Highly rated institution
Designed specially for international investors
Open architecture platform
State-of-the-art Internet platform

    
Investors Trust offers a variety of lump sum products tailored to meet all risk profiles. Ranging from capital protected fixed income portfolios to alternative investments, you will find an Investors Trust product that fits your needs.

 

Our clients:

We are working mainly with clients from Russia and CIS. To know us better and to decide as to working with us, prospective clients may wish to attend one of the webinars which Alexey Tarapovsky and our team hold regularly. More info can be found at:  https://live.anderidagroup.com

Contacts

To know more about our products and approaches the prospective clients may visit YouTube channel of Alexey Tarapovsky  https://www.youtube.com/user/ThePrivateCapital

If you want to become a client or a partner of Anderida Insurance Brokers you can call us or send an e-mail

Limassol, Cyprus, Griva Digeni, 2 Pamelva Court, 2nd floor, office 205
+ 35796007232
info@anderidainsurancebrokers.com