the safewealth management report safewealth management report – second quarter 2017 ... the final...

The SafeWealth Management Report – Second Quarter 2017 – Part I – April 17th, 2017 1

Published by: SafeWealth Management Ltd. April 17th, 2017

IN THIS REPORT Key Global Markets Are Now Issuing Long Term Warnings .......................................... 1

International Realties Are Further Proof Of Our Global Delusional Economic Climate ........ 6

Gold – The Ultimate Universal Longer-Term Safe Keeper of Wealth ....................................... 7

Reader’s Corner .................................................. 8

A Further Review Of The SSS™’s Unique Safety Level.......................................... 12

An Upcoming Report From Christopher Locke Consultants, bvba ............ 13

KEY GLOBAL MARKETS ARE NOW ISSUING LONG

TERM WARNINGS In terms of risk and particularly on a long-term basis, many of the key global markets are speaking rather clearly. Question: Is everyone listening to and, if so, understanding the said markets’ messages and their longer-term implications?

THE SAFEWEALTH MANAGEMENT REPORT Second Quarter 2017 – Part I

The SafeWealth Management Report is published by SafeWealth Management Ltd. (Strategy, Supplemental, Interim and Special Reports may be issued as market conditions warrant.)

CONTACT NUMBERS Tel: +(41)-21-966-7200 Fax: +(41)-21-966-7201 Fax: +(41)-21-966-7202

Email: [email protected]

SAFEWEALTH GROUP MEMBER COMPANIES

SafeWealth Services (Switzerland) SA

SafeWealth Consultants Ltd.

SafeStore Ltd.

SafeWealth Management Ltd.


Today, while the print, television and electronic media focus almost exclusively on President Trump, many of the key global markets are issuing their own highly probable affirmations. They are pre-warning us about the upcoming cost of risk, a cost that will come to dwarf the impact that any president can or will ever have on the economy and our individual financial future. The markets that are now talking rather loudly are the U. S. dollar, the U. S. Treasury 30-year bond, the Global Stock Market Indices and (of course) the Gold Market. Here is what they are forewarning us about. THE U. S. DOLLAR While the recent U. S. presidential campaign focused on the then deemed to be manipulated valuation of the Yen against the U. S. dollar – a thesis that is now being abandoned – the financial markets are already warning us that the U. S. dollar’s advance since 2008 will expire all too soon. That temporary bullish phase in the U. S. dollar will be followed by what is likely to turn into a brutal if not historical currency debacle. At least for the wealth preservation portion of your portfolio SWMR’s FORMAL RECOMMENDATION is that you already position yourself defensively by owning both gold and Swiss francs; NOT U. S. DOLLARS. Moreover, now is not a good time to finesse things out too finely through timing. Rather, one should position safely for the very long term.

Chart # 1 STILLMONT ADVISORS LTD.


THE 30-YEAR U. S. TREASURY BOND For the first time since 1981, the advance in the U. S. 30-year bond – now labelled 5 circled – is being followed by what appears (on the daily chart) to be a five waves down structure; labelled 1 above. Those who understand the core premises of Elliott Wave analysis also understand why five waves patterns, up or down, so often come to define the larger trend. In this instance, U. S. interest rates could eventually move much higher if not skyrocket to unmanageable levels, eventually destroying much of the U. S. bond market as a whole. As and when that time arises and however great some political promises may sound today, most political plans and related promises will then turn to rubble. At that time, the markets will overtake our politicians’ and central banks’ capacity to resolve our economic / market problems as rising interest rates lead to an unprecedented debt repayment crisis, if not create a series of colossal asset and/or institutional defaults. Also at such a time, the markets shall dictate the value, price and cost of paper money or what will be left of them, irrespective of the name of the currency; i.e., U. S. dollar, British pound, Euro, Yen, etc.



Dire as it is, the outlook discussed on page 3 shall be the direct consequence of having put one’s trust into the creation and usage of fiat currencies and, by association, allowing for what came to be an insatiable and thus irresponsible appetite to create more debt than anyone could ever manage securely or have and keep trust into. As a result of having trusted a fiat currency system, what will likely arise shall be the eventual collapse of our debt-infested global economies. THE DOW JONES INDUSTRIAL AVERAGE Please do not allow yourself to forget that the “monetary underpinning” that matters most in the U. S. stock market is that cost free “money” was created artificially via the Fed’s policies, ones that came to also feed artificially the stock market’s price rise. As a result, today, the U. S.’ equity valuations rest upon a totally delusional debt level of some four quadrillion dollars, all when wave (V) of 5 circled is near to an end. That is a perfect mix for a collapse to arise. Whether one is a fan of or despises President Trump’s political approach and tactics, one must recall that on more than one occasion during the recent presidential campaign “The Donald” clearly affirmed that the U. S. stock market was in a bubble and that the said bubble would eventually collapse. In our view, whatever comes to happen to Trump’s presidential hopes and aspirations, he shall be proven right about his U. S. equity market bubble assessment. However, all of this shall be at a cost that even he has not assessed fully. As demonstrated over the years by Elliott Wave International (www.elliottwave.com), all bubbles come to crush all gains made therein, if not even more.



WORLD WIDE – THE DOW JONES WORLD STOCK INDEX As Chart # 4 illustrates, the Dow Jones World Stock Index also is not too far from coming to the end of its own historical advance.

In view of the discussions presented herein re key global equity markets, we truly hope that you will not come to forget how dangerous the present global equity market realities truly are, even if you are not invested in the stock market. Put differently, all of these markets are calamities waiting to unfurl. Unpleasant as this forecast may be to ponder, the preceding should not be a surprise to our readers. On numerous past occasions, SWMR has discussed how and why market pricings and valuations have become so totally delusional. Today, it simply cannot be argued soundly that most of the aforementioned markets are not now into a price bubble territory with the U. S. 30 year long bond likely taking the king’s mantle, particularly based on the U. S.’ overall Debt to GDP relationship. Question: What will happen when the U. S.’ GDP collapses and thus comes to further impact the safety of all debts outstanding? At least in our view, the preceding is a question that most economists and central banks have failed to consider fully. Yet, some analysts still anchor the “safety” of the U. S.’ financial system and thus the U. S.’ societal mood and realities upon a blissful ignorance of the risk attached to the U. S.’ overall market realities. What a tragic error to be this is!



Now is a critical time to recall and accept the fact that financial markets almost always come to introduce and dominate the next / upcoming long-term economic realities. Markets rarely react belatedly. In their almighty wisdom, the global markets will come to pass their final judgement upon their merits and value of all fiat currencies and their “family members”; i.e., U. S. or foreign-based assets such as stocks, bonds and real estate. The final outcome is all too predictable: Profound asset devaluations will arise, ones that may not have much if any commonality to any other in our financial history.

INTERNATIONAL REALITIES ARE FURTHER PROOF OF OUR GLOBAL DELUSIONAL

ECONOMIC CLIMATE Anyone who has had an opportunity to travel to the Far East – as two members of our Editorial recently did – will not have failed to recognize the major economic improvements those countries have made over the last twenty plus years. Nevertheless, investors must first ask themselves: Where did the money come from? Put simply, is the Far East’s economic boom the result of savings and/or real capital being reinvested or is it not primarily yet another case of political / banking system / monetary credit creation? Whatever the answer to the previous question is, one glaring reality cannot be overlooked: While South East Asia can rightly claim to have some of the most luxurious shopping malls in the world (with Dubai), the end reality is that none of these are frequented by large crowds of buyers. Example: Shanghai. Certain sections of Shanghai indeed reflect what parts of a beautiful modern city can now become. In some instances, Shanghai’s phenomenal 21st century architecture is simply awesome. Yet, particularly as and when major international fashion and jewelry houses are concerned, the buildings where these groups operate in are plastered with three to four story high electronic boards advertising those firms’ names. You would think that wealthy buyers would then come out and make it a point to review the luxury goods on offer. As an example, most French and Italian fashion and jewelry houses are broadly represented, sometimes up to five times in a row, all within a few hundred yards of each other! Yet, if anyone checks out the affluency inside those stores, the results are nothing short of shocking; most of the times, many stores are completely empty! In almost all of these high-profile “meccas” you will also find numerous employees staring blindly outside of their stores, awaiting to show the store’s goods and merchandise to the very few. Yet, all the said goods are still offered at truly delusional prices. Not too surprisingly, not many are bought. As we all know, today, many U. S. and international retail operations are already in a down phase, even if the global economy is supposed to be picking up. The preceding brief description is a further demonstration of how deeply embedded irrational business practices and market / pricing philosophies are. Even if LVMH has just reported an increase in its last quarter’s earnings of 13%, for many big name global retail operations boom has already been replaced by pre-bust conditions,. In coming years and as the global economic crisis deepens further, the bust cycle will complete itself via a very deep deflationary crisis. Foretold is forewarned! Independently of the above, it must still be conceded that China is a politically regulated economy and society with all risks attendant thereto. In fact, China is a perfect illustration of what is good and bad re what is referred to as “state capitalism”.


GOLD – THE ULTIMATE UNIVERSAL LONGER-TERM SAFE KEEPER OF WEALTH

Chart # 5


STILLMONT ADVISORS LTD.


As for gold and Chart # 5 on page 7, the discussion presented therein by Stillmont Advisors once again reaffirms their view – one that we share – that the present advance launched in 1999 is still incomplete and that a full primary wave 5 circled still lies ahead. Such an advance will then push gold prices way above where gold’s price stands at today. Globally, only a minority understand that possibility. Yet, Chart # 6 is worthy of a careful study if only to fully understand the market-created parallels between the gold price advances that arose from 1969 to 1976 and 1999 to 2015; if not now beyond. THAT SAID, FOR THOSE WHO STILL FEAR THAT GOLD WILL FIRST LOSE A LOT OF ITS PRESENT U. S. DOLLAR / MONETARY VALUE IN AN IMPENDING / FIRST STAGE DEFLATIONARY CRISIS, THE END QUESTION IS NOT IF YOU SHOULD NOW BUY AND OWN PHYSICAL GOLD OR NOT BUT RATHER HOW TO HEDGE ANY POSSIBLE MONETARY RISK RELATED TO GOLD. THAT DISCUSSION WILL BE PRESENTED IN A LATER REPORT.

READER’S CORNER

Question / Statement # 1: “Recent SWMR Supplemental Gold Reports have given us a stop-loss price point but have been unclear as to whether that price point is intended to cover ALL gold holdings or only recently purchased gold.”. Answer: Our global updated gold ownership and stop loss recommendations as of April 17th, 2017 is the following: Question # 2: “How shall we proceed if we wish to raise our ‘stop loss’ for gold to the price recommended today or later?”

Answer: If SWMR’s stop loss point of $1,125 is touched, SWMR will alert its clients and readers that the said price point has been touched. All that you would then need to do is to forward your related sell gold instruction and instruct the re-acquisition of physical Swiss franc currency cash notes. We repeat: At present, we see the risk of $1,125 being touched to be low.

1. Own and hold a near perpetual 20% position of your wealth preservation-orientated capital in physical gold. This physical gold is now a holding that is unlikely to be sold during our lifetimes.

2. Once step # 1 is complete (or if it is) you should also own a supplementary 30% physical gold position, bringing your total gold orientated wealth preservation ownership up to 50% of your wealth preservation portfolio.

3. If $1,125 is touched at any time in the global gold market, sell that “new 30% gold” and return its counter-value to Swiss franc physical currency cash notes through the SafeStore System™’s capacity. (For further assistance, please contact: [email protected].) For now, we see the possibility of $1,125 being touched to be unlikely.

4. Even more importantly, be prepared to eventually move higher than the present overall 50% physical gold level recommended position for your wealth preservation portfolio, as and when so suggested.

mailto:[email protected]


Question # 3: “What about the risk that the world’s economic leadership will move us into a cashless society?” Answer: Anyone concerned about presently owning U. S. dollars and/or any other denominated currency cash notes – particularly after what happened in India – such persons must first recall the following: Many of the U. S.-based “academic fathers” re the demonetization of certain Indian cash notes were quick to point out that it would have taken seven to eight years to deploy their favored cashless strategy “safely”, not just a few weeks as India did. Furthermore, in the case of the U. S. dollar, few if any seem to fully recognize the importance of the fact that the U. S. dollar is not only a U. S.-based domestic currency, it is also a global reserve currency. Many countries in the world avoid incurring deeper strategic problems with their citizenry by “allowing” U. S. dollar cash trades to occur as part of their “black market” or even as a “backup support system” to their local economy. Thus, in the case of the Greenback, closing down today’s worldwide U. S. dollar-based cash system based upon an unproven academically lead intellectual premise may not be as easy to manage as it was for the Rupee. There is more. To translate the fear that U. S. dollar currency cash notes will eventually disappear into firmly believing that ALL other non-U. S. dollar currency cash notes will also disappear “just about now” is of questionable merit if only because every country first wants to defend its own economic priorities. TODAY, ONE OF THE BEST WAY TO PROTECT AGAINST A 100 CASH U. S. DOLLAR BILL RECALL POLICY IS TO NOW OWN SWISS FRANC DENOMINATED CURRENCY CASH NOTES IF ONLY BECAUSE:

i. The Swiss National Bank is on record as having stated that it has no intent or desire to eliminate its 1000 Swiss franc cash notes at any time soon if only due to its own domestic realities, needs and agenda.

ii. Past SWMRs have reported that some major Swiss corporations are now hoarding

Swiss currency cash notes so as to neutralize the Swiss National Bank’s zero-yield policy costs.

iii. Even if the U. S. dollar $100 cash note is recalled, smaller U. S. currency cash notes

denominations may well remain available, as could the Australian and Canadian dollars. The British pound currency cash notes could remain available. Today, all of the foregoing most certainly are.

iv. The following is of paramount importance: Why would any investor now want to buy

or own U. S. dollar currency cash notes as a wealth preservation instrument all when markets are warning us that the international advance in the U. S. dollar’s value is about to end? The right time to own U. S. dollar-based currency cash notes was between 2011 and 2015; as recommended by SWMR. NOW, IT NO LONGER IS. THUS, FOR THE PORTION OF YOUR PORTFOLIO THAT MUST BE AT PRESENT FIAT CURRENCY-BASED, NOW IS THE TIME TO MOVE OUT OF U. S. DOLLARS INTO SWISS FRANCS BEFORE LIKELY MOVING FURTHER INTO GOLD.


Question # 4A: “What about the IMF’s new currency demonetization plan?”

Answer: The IMF has just published a paper re global currency demonetization. Yet, before we all get “worked up” by that paper’s contents if not intent, we must first ask the following question: Recalling that the IMF and their cohorts came to be the ones who imposed upon the world a fiat currency regime, why would anyone really worry about what the IMF now has to say or may plan to do? Moreover, why would anyone now want to own U. S. dollar currency cash notes, all when the U. S. dollar is likely to depreciate deeply for years to come?

Question / Statement # 4B: In a recent email, one of our clients affirmed the following: “If the IMF’s intended cash notes elimination policy is adopted, SafeStore Ltd. will become but a ‘seller of gold’”.

Answer: As stated incessantly, SafeStore Ltd. is NEVER a buyer or seller of physical gold and/or physical currency cash notes for its clients. At no time does SafeStore Ltd. place market orders for its clients to then buy or sell any metals and/or currency cash notes. Instead, SafeStore Ltd. and its SafeStore System™ limit their activity to creating wealth preservation programs that are thereafter deployed by our selected Basel-based institution. That bank’s election as SafeStore Ltd.’s brokerage and storage facility is indeed based on its ongoing ISI™ realities plus the UNIQUE storage conditions that it offers. These include a guaranteed access clause even in case of bankruptcy. Therefore, the only activity that SafeStore Ltd. then carries out on behalf of its clients is to relay all market instructions received from our clients to our selected Basel-based bank. By extension, SafeStore Ltd.’s activity is primarily that of a service initiator and facilitator linked to the deployment of the SafeStore System™’s processes. For its part, the Basel-based bank is the only party that undertakes and fulfills all acquisition, sale or storage activity on behalf of our clients. Here, it is essential to understand that SafeStore Ltd. is first a concept and service creator. SafeStore Ltd. is not the beneficial owner of the underlying assets. The end clients are.

v. As for readers concerned that gold will be “confiscated” and/or not be “allowed” as a wealth preservation instrument, such readers should recall that SWG has already conceived alternative precious metals-linked instrumentalities. These instrumentalities will be introduced when their creation is finalized. These will be discussed with our Accredited Investors. If you have not yet communicated your Accredited Investor status to SafeWealth Consultants Ltd., please do so by email to [email protected], only inserting therein the letter “A”.

vi. As to when a gold recall policy might be implemented, no such policy is likely to arise

until and unless gold prices move sharply above $1,920. Such a price move could then result in greater political if not central bank concern. As a result, our market-drawn conclusion constitutes a further fundamental reason as to why physical gold now needs to be accumulated while its legality and accessibility remain unchallenged.



What is absolutely certain is that under the IMF-created conditions that our client(s) now fear, SafeStore Ltd. would still not be a “seller of gold”. Instead, SafeStore Ltd. would remain your exclusive access provider to the safest physical precious metals and physical currency cash notes acquisition and storage system provider to be found anywhere. That access would then result in the acquisition of wealth preservation instrumentalities as then made available in the international market place. By extension, being fearful about this possible IMF intent would be appropriate only if these IMF-issued preferences became a reality, not simply as a possible “trial balloon”. The preceding practice is a common feature in the American financial / regulatory system.

As related thereto, now is a perfect time to recall the then broadly believed-in notion that in 1995 the U. S. Treasury had altered its tax-deferability regulations against Swiss annuity certificates. SafeWealth Services SA took a completely different view. It warned its Swiss annuity clients that the deemed to be loss of U. S. tax-deferability was a misinterpretation of U. S. tax law both by Swiss and American annuity advisors. Those who then interpreted the U. S. Treasury’s intent as formalizing a new U. S. tax policy came to cause their clients unnecessary / higher U. S. taxation realities simply because they confused a trial balloon-type language with a definitive affirmation. SWMR will not risk making a similar error as they did. Example: Let us assume that the U. S. dollar was no longer available in a large U. S. currency cash note format. Yet, already today, the acquisition and/or ownership of the U. S. dollar is no longer considered to be desirable. (Please review our related discussion starting on page 2 and beyond.) What is somewhat odd here is that while investors affirm their lack of long-term trust in the U. S. dollar, they still want to own greenbacks. YET, SINCE 2015, SWMR HAS CLEARLY RECOMMENDED THE SALE OF ALL U. S. DOLLARS IN FAVOR OF SWISS FRANCS. WE STILL DO! Let us also recall that in a past Report SWMR discussed the fact that non-traditional currencies already exist in Switzerland; all very independently of the Swiss franc and even the Swiss National Bank. Admittedly, SWR / SWMR have not and will not yet discuss the present realities surrounding such “new Swiss currencies”. It is simply far too early to do so now. Any such discussion will be presented as and when the time is ripe, as indicated primarily by market action. Moreover, there is no point in disseminating too soon sensitive if not critical intelligence all when such intelligence could come to be used against the best interests of those the said information is intended to protect; YOU. Nevertheless, the longer-term implications related to the existence and potential utilization of such new format-type Swiss (or other) currencies should already be factored into any discussion that argues that ALL globally-issued currency cash notes will purely and simply disappear. Yes, it is likely that the old fiat currencies will be the first to disappear. Clearly such a development would ultimately render this entire discussion re the availability of U. S. dollar currency cash notes ABSOLUTELY POINTLESS. But then, such a fear will only have proven to have been an ill-timed worry generated through fear-based yet simplistic conclusions; ones that would have frozen you out of any willingness to do what was / is or will become the best option to protect your wealth efficaciously. Allow us to restate once again: It is now time to forcefully think outside of the box, not to remain stuck in it.


A FURTHER REVIEW OF THE SAFESTORE SYSTEM™’S UNIQUE

SAFETY LEVEL BACKGROUND One of our new clients-to-be has asked us to clarify the following: “What makes the SafeStore System™ the ultimate global option when it comes to the purchase and storage of physical precious metals, physical currency cash notes if not other key asset classes to come?” Answer:

1. To this day, the SafeStore System™ is the only one that selects its transactional and storage partners based on their Institutional Survivability Indicator™ (ISI™) realities. ISI™ is unquestionably a risk / credit rating system that is the toughest ever conceived.

2. ISI™ is the only credit risk rating system that rests its case on the core premise that a great depression will arise and that most asset classes and institutions will suffer very badly if not fail.

3. As the looming financial crisis develops further, all transactional and precious metals storage facilities that do not approach market and credit risk analysis via an ISI™-type asset valuation / discounting methodology are all too likely to disappoint bitterly. Far too many will simply shut down without ever giving their clients a chance to recover their precious metals or any other asset that they may then own and store with such institutions.

4. The SafeStore System™ is the only one that gives you the option to acquire and store not only physical precious metals but (for example) physical currency cash notes, even other key asset class options; all at the highest corporate / storage security level possible.

5. SafeStore Ltd. is never a direct credit risk to its clients since none of the physical precious metals and/or physical currency cash notes are acquired or stored in SafeStore Ltd.’s corporate name. Instead, it is an ISI™-ratable Swiss institution based in Basel that acts as broker and storer for the SafeStore System™.

6. At first, many clients are attracted to precious metals storage structures that now offer geographical storage options based on international storage diversification. Yet, such diversifications never seem to first focus on the institutional credit risks related thereto, ones that are imbedded deeply into such programs. As a result, such parties come to offer far lower core safety levels than will likely be needed for one’s capital to survive.

7. The SafeStore System™ is the only storage system in force that operates under a guaranteed asset access clause in case of bankruptcy or closure of its selected storer; all backed by an ISI-ratable institution. Most other offerings simply assume that access to one’s assets will always exist. This is now a very unrealistic view to hold.


Kindly note that our entire discussion re Institutional Survivability Indicator™ is available for review on demand. If need be, please contact [email protected].

AN UPCOMING REPORT FROM CHRISTOPHER LOCKE CONSULTANTS BVBA (CLC)

CLC are now working on an updated analysis of their global /major cyclical picture. Now is a perfect time to recall that just a few years ago (2015), CLC began to warn us about dominant war cycles, adding: “We hope that our leaders are aware and cautious.” Question: Do our leaders now fall into the cautious category?

Also highly beneficial to our clients was CLC’s cyclical call of 2015 re the next bullish phase to arise in gold. Since that memorable recommendation, gold is up a sharp 20% against the U. S. dollar; sometimes more against some other key currencies.

As for the U. S. dollar, CLC also forecasted a turning point if not a reversal in the then very strong advance that the U. S. dollar had enjoyed since its 2008 bottom. Today, it seems that strong cyclical headwinds have not allowed the U. S. dollar to rise further, even if somewhat higher prices could still lie ahead temporarily.

The preceding realities serve to illustrate once again what kind of analytical / intellectual / market-focused approaches are needed so as not to nearly always be caught in fighting the last war but rather to anticipate the new climates and realities that will arise.

With best regards to all,

The Editorial Team



Disclaimer This document neither solicits nor recommends any security and/or financial service that may come to be reviewed generically hereafter or in other SafeWealth Group (SWG) documents. This document cannot be construed nor is it disseminated for the purpose of soliciting any investment scheme or financial service in any country. Its sole purpose is informational. This document’s purpose is therefore strictly limited to providing general information that may otherwise not be available. SWG does not provide investment management services or issue investment advice. The contents of this or any other document published by SWG and any of its affiliates does not constitute an offer to acquire any specific financial service or investment. Moreover, acquisition of any service that may come to be reviewed may be regulated by domestic laws and may not be universally accessible . Readers of this document hereby recognize and accept that access to concepts and/or services that may be reviewed is neither universal nor guaranteed nor may the exact same concepts or services be available in the future. Applicable national (domestic) laws may condition or prohibit access to such concepts and/or services. Then, at minimum, such services could only benefit investors who otherwise meet the necessary underlying criteria imposed by their national laws and are demonstrably experienced investors with sufficient means to deploy any relevant strategy. Solicitation for financial services is generally governed by specific national laws and well-defined practices. All readers and in particular any financial advisor reading this document, will at all times remain obligated to respect such national laws in full. Potential end-users (investors) are strongly encouraged to consult with competent professional advisors in their home country. The former should of course possess significant international expertise. Investing outside of one’s national boundaries may carry specific risks not necessarily associated with domestic investments. The concepts, services and/or strategies that may be reviewed herein and in other SWG documentation are designed for sophisticated investors with broad international expertise. SWG reserves the right to alter this document’s or any other of its document’s contents at its sole discretion, if and when so doing is deemed necessary and/or appropriate; without the obligation to issue advance notification. Any previously issued version of this document shall be deemed null and void as of the publication of any later version.

Legal Caveats The decision to effectuate any investment, particularly one outside of one’s country, should be considered only after appropriate independent advice has been sought. No investment position is ever without risk. Appropriate risk measurements must be established prior to reaching any final decision.The SafeWealth Group (SWG) does not act as portfolio manager and/or securities strategist, underwriter, broker, financial, tax and/or capital reporting advisor. SWG’s SafeWealth Reports (SWR/SWMR) may at times contain market related analyses that may include conceptual recommendations related to strategic buy and sell price points, as well as related stop loss points. The latter are issued strictly for the purpose of assisting readers set general guidelines within their own personal strategies. While it may be appropriate to deduce that implementing strategies such as illustrated in SWR/SWMR might prove judicious, at no time shall SWG and/or any of its affiliates, shareholders, employers, associates and/or consultants be deemed to be issuing specific security and/or commodity-linked recommendations and/or customized advice or offer securities of any kind. By extension, at no time shall a reader be in a legitimate position to conclude that any personal investment advice was intended or was issued. SWG’s core corporate activity is to select and then introduce independent service providers to high net worth investors who otherwise would not be in a position to learn about such talents, institutions and/or services. Under applicable national regulations, certain unregistered securities and/or services or even securities and services that are registered in certain jurisdictions may be accessed exclusively by investors who meet their country’s related regulations; often referred to as Professional Investor and/or Qualified Investor Rules. Any discussion within SWR/SWMR related to such securities and/or services will be highlighted by the symbol PI/Q/IR. Readers hereby recognize that access to such services is neither universal nor guaranteed. Should it become appropriate, investors who believe they qualify for PI/Q/IR services and are demonstrably experienced investors with sufficient means to deploy related strategies will be asked to complete relevant forms establishing their investor status as required by law. In all instances, such services can be accessed only when no solicitation is undertaken in the end clients’ country of residence. Clients and readers should recognize that SWG, including all of its member companies, shareholders, employees, associates and/or consultants carry strictly no liability in case of default or loss of capital (either temporary or permanent), or in case of lack of accessibility to capital or other assets, holdings or valuables on-demand. Should a formerly recommended institution become unable to perform its normal and/or advertised custodial or return of capital/delivery duties, including those anchored in but not limited to those institutions’ financial activities, the resulting financial liability shall rest exclusively with the originally recommended institution, not SWG, nor any of its affiliates, shareholders, employees, associates and/or consultants. The liability to pay the client on-demand or deliver other valuables or holdings always lies exclusively with the institution accepting the custodial duty. The client who chooses to deposit his/her capital with any presently recommendable and/or previously recommended institution(s) must implicitly and fully accept any and all associated custodial, investment and capital access risks. The client thus fully discharges SWG and all of its affiliated companies, its shareholders, employees, associates and consultants of any and all legal and/or financial liability. Moreover, in paper-based financial matters, there can be no absolute guarantee that today’s very safest institutions will survive any and all socio-economic climates. What SWG offers is access to demonstrably increased safety, without a perpetual “seal of God-type guarantee.” No investment of any kind and no institution is ever fully, absolutely and irrevocably failure-proof. Institutions are but an expression of life’s many forms. Part of life is death. Wealth preservation’s purpose and capacity is to minimize the risks of “financial death,” not to guarantee eternal financial safety. Neither SWG nor any of its companies guarantee the survival of capital in case of the outright collapse of any recommended financial institution or in case of systemic closure of the financial system either nationally or globally. SWG hereby declares that by conducting in-depth ISI™ research and other adapted investigations it can and has identified the safest paper-based institutions to be found. Yet, until currencies are collateralized by gold and central banks stop printing money and creating debt there can be no guarantee that a paper-based system and institutions dealing therein will survive any and all climate that may arise. The contents of this or any other document published by SWG and/or SWR/SWMR does not constitute an offer to acquire any specific financial service. Moreover, acquisition of any service reviewed herein may be regulated by domestic laws or, in some countries, may be forbidden. Solicitation for financial services is generally governed by specific national laws and well-defined practices. All readers and in particular financial advisors reading this document remain obligated to respect such national laws in full and at all times. Potential end-users (investors) are strongly encouraged to consult with their professional advisors. Investing outside of one’s national boundaries may carry specific risks not necessarily associated with domestic investments. The services and/or strategies referred to herein – if any – are designed for sophisticated investors with broad international expertise that more often than not are deemed to be qualified and/or accredited investors. No guarantee is made or implied that strategies reviewed in SWR/SWMR shall be successful. Success is never a guaranteed outcome. Nor is it implied that learning about concepts, services and strategies reviewed in SWR/SWMR will prove successful or beneficial nor is accessibility to currency cash notes guaranteed at all times.


Due Diligence

Through its proprietary ISI™ methodology, SafeWealth Consultants Ltd. (SWC) probably conducts the most defensive balance sheet analysis ever created. SWC reports its findings to its clients no less than once a year in its Reports. In the process, it must rely upon the integrity of the data that it receives from the institutions being investigated. In Switzerland, such institutions must report their numbers each year to the Swiss Regulatory Authorities. During the process, the institutions must first request that their Swiss Auditors investigate, approve and sign off on their annual reports. In view of the preceding, the ultimate responsibility for the conduct of final due diligence, one that is simplified by the use of SWC’s research and communication, remains at all times that of the end-investor. While SWC puts out information that it has every reason to believe is totally factual, SWC cannot and does not guarantee the accuracy of the information that it provides to its readers. All clients and clients-to-be are strongly encouraged to visit with the recommended institutions in order to ensure that the said institutions’ ISI™ rating are a faithful representation of realities and that portfolios created by our recommended insurance company on behalf of clients are indeed in strict conformity with the insurer’s general conditions. As for precious metals, SafeStore Ltd. has taken the greatest amount of care possible in selecting a two hundred year old bank that is deemed to be one of Switzerland’s safest and most experienced when it comes to precious metals transactions. All funds forwarded for the acquisition of precious metals and the related acquisitions are utilized immediately for the acquisition of precious metals by the said bank, not SafeStore Ltd.

Fair Business Practice Disclosures Neither SWG nor the Group’s member companies, shareholders, employees, associates and/or consultants (the Parties) act as portfolio managers, conduct securities-linked transactions anywhere in the world or ever act as financial advisors. The Parties are primarily involved in offering introductions to what its proprietary research systems identify as the most secure financial institutions. In so doing, the Parties are not compensated for individual introductions. Instead, the Parties do share in the revenue flows generated thereafter by the clients’ self-directed activities with such institutions. The Parties also offer a global physical precious metals acquisition and storage structure. Compensation is based upon the receipt of storage fees as listed in the related general conditions. In so doing, the Parties do not offer or conduct any commodity and/or securities-linked activities and/or issue financial advice. Related corporate activities are strictly limited to the acquisition of physical precious metals as conducted through third parties (banks, minters, etc.), independently of the Parties; thereafter helping clients-to-be to access the most secure storage possible for such physical precious metals. Additionally, the Parties have created treasury-backed guaranteed fixed-term annuities. While remaining the exclusive property of SWG, the former are offered and administered by an ISItm Class 1-rated insurer. The Parties are subsequently compensated by the former based upon the applicable compensatory fee structure created by the insurer. The former is applied based upon a volume-linked discounting formula. A listing of all fees is made available prior to any acquisition.

Copyright© © All rights reserved. No part of this document may be reproduced, stored in a retrieval system or be transmitted in any form, by any means, including mechanical, electric, photocopying, recording or other methodologies without the prior written permission of SWG. This document may not be employed either as an illustration or be used as a commercial presentation by any third party unless expressly authorized in writing by SWG. Wherever forbidden by law, distribution of this paper and any part thereof is strictly prohibited. No revision, modification, editorial change or reformatting of this paper is authorized. While every care has been taken to ensure that the information provided herein is accurate, SWG cannot guarantee the accuracy of any information contained in this document or be held liable for any resulting error. SWG reserves the right, at all times, to alter its view of the contents of this or any other past document and may not be held liable for any such change of opinion. SWG shall not be liable for any information contained herein or any new opinion which it may issue thereafter, particularly if such opinion alters any conclusion(s) issued in this document/presentation, in any previously issued document or in other documents issued by SWG or in any resulting investment decision made subsequently by readers.

TrademarksTM and Intellectual Property Rights All names related to programs and services created or offered by SWG are covered by international trademark rules and regulations. Such trademarks are registered and fully recognized within the EEC, North America, Asia, Australia, New Zealand and South America. Those found in contravention of international and/or domestic trademark agreements will be pursued under the full force of related international and domestic laws and practices. The principles, strategies and services described herein are the result of years of research in the fields of wealth preservation and related concepts. The preceding body of work is now part of the intellectual property owned by SWG and, by extension, so are the entire rights attached hereto. Any person, group of persons, company and/or other body or entity that embarks on any action resulting in the duplication of either the principles, concepts, strategies and/or services described herein will be prosecuted to the greatest extent possible under all applicable laws, both domestic and international.

Readers Mail All mail is read assiduously and is always most welcomed. Unless of a consultative nature, and so as to be time efficient, such mail shall be answered and/or reviewed either in an Interim or a Special Report. SWR/SWMR’s editors deeply regret that their daily workloads do not always allow individual replies at all times, even though we will do our best to provide personal replies to inquirers regularly.

the safewealth management report safewealth management report – second quarter 2017 ... the final...

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