Offshore annuities, explained
Start with the contract, not the country. A practical framework for researching an annuity issued across borders.
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Due Diligence
Connect each claim to the evidence it actually needs.
Due diligence is not a logo, badge, or generic provider ranking. It is a process of checking the actual legal entity, contractual promise, cost explanation, and administrative instructions. Evidence about one of these subjects should not be treated as proof about another.
How to use this collection
The guides below offer practical evidence registers and comparison exercises. Mark unanswered questions as unverified and preserve the original documents. A substantial file is only useful when another qualified person can follow the connection between the claim and the source.
Keep the comparison checklist nearby as you read, and use the source library to check the scope of official references. These guides support a better-informed conversation; they do not replace review of your contract and circumstances.
Guides in this collection
4 guides
Your Swiss annuity checklist
Separate Swiss branding from the actual issuer, policy terms, currency exposure, and regulatory evidence.
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The true cost of a contract
Build a useful cost comparison that includes recurring charges, exit terms, currency conversion, and administration.
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Verify the issuer, not the logo
A document-first approach to checking legal identities, licensing, financial information, and payment instructions.
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