INNOVEST LOYALTY PLAN YOUR VACATION OWNERSHIP TRUST

INNOVEST offers a LOYALTY PLAN PROGRAM to buyers of vacation property & membership clubs.

We invite you to protect your asset with our Vacation Ownership Trust. Secure your purchase and enjoy the peace of mind of a full cash reimbursement.

An International Irrevocable Trust ensures the return of monies you spent on the purchase. You are the Beneficiary of the Trust.

The Trust requires a fee to register your money back program. It is a percentage of the sum you want to be reimbursed.
The percentage depends on how quickly you wish to claim the sum; the faster you would like the Trust to mature the higher the Trust percentage fee becomes.

The vacation property´s purchase agreement must be adhered to, as well as Innovest´s terms and conditions to claim the amount at the end of the agreed term. 

The amount registered is protected by law and can only be collected by you or your named Beneficiaries.

INNOVEST ASSOCIATIONS

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The most rewarding loyalty program!

LEGACY PLANNING WITH INNOVEST

MOST OF US KNOW THAT A TRUST IS HOW OUR CHILDREN INHERIT OUR MONEY & ASSETS. BUT DID YOU KNOW THAT A TRUST IS ALSO A RELIABLE WAY TO ENSURE PAYMENT TO ANYONE YOU CHOOSE?

INNOVEST chose the Cook Islands for its particularly strict jurisdiction with regard to the protection of assets held in a Trust.

BLOOM HOLDINGS TRUST™ provides full asset protection to the Beneficiary:

  • Laws formulated to provide legal international trusts now being utilized to provide customers with a secure money-back plan to reward loyalty by reimbursing funds spent on vacation ownerships.
  • An Irrevocable International Trust is the most secure type of Trust.
  • Trust Instructions written to provide the highest possible level of safety.
  • Since 1989, by implementing the strictest possible laws to protect beneficiaries, these powerful asset-protection trusts have become highly sought after.
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How does the trust work?

  • THE SETTLOR
    INNOVEST deposits the assets into Bloom Holdings Trust™ in your name and registers it with the government to be monitored regularly.
  • THE TRUSTEE
    Trustees are licensed and certified by the government and can lose their license or be convicted if they fail to meet the obligations and protect the beneficiaries of the trust.
  • THE BENEFICIARY
    The person(s) the vacation property owner wants to give the payment to at maturity.

TRANSPARENCY All transactions are protected under international laws regulating finance and trade.

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FAQ'S

What is a Loyalty Rewards Program?

A program that was created to reimburse the full investment made by buyers of vacation ownership and timeshare. Once a membership at one of our affiliated resorts is purchased, that individual qualifies for a Trust Certificate making the member a Beneficiary of the Bloom Holdings Irrevocable Trust, registered in the Cook Islands.

What costs are involved?

Many participating vacation clubs include the Innovest Loyalty Rewards Program in the cost of the membership. Others invite the members to purchase independently. The percentage is linked to the term of the desired maturity value and increases as the term decreases. There are no annual fees, commissions or broker’s fees and the Trust is not subject to probate or taxes until paid out.

How am I guaranteed a return on investment?

Members who purchase vacation ownership programs become the Beneficiaries of an independent and registered international Trust. That means the Trustee, who manages the Bloom Holdings Trust™, has been instructed to pay 100% of the purchase price under an agreement that adheres to the registered instructions. Failure to live up to the terms of the agreement may lead to legal ramifications under the law of equity.

What Vacation Clubs are affiliated?
Specifically resorts that offer timeshare, vacation club, shared and fractional ownership and which meet industry standards for quality, service and hospitality. Additionally, they must meet or exceed Innovest’s rigid acceptance standards.

 
 
 
What amount can be reimbursed?

The Beneficiary is entitled to a full 100% refund of all monies invested in the vacation program, plus any associated costs that are indicated to be included in the value of the Trust Certificate. Those associated costs include previous vacation club purchases, projected flight costs, all-inclusive fees and interest on financing.

How does the Trust work?

There are three components in the fiduciary relationship of a Trust. One party, known as the Settlor, gives another party, the Trustee, the right to hold title to property or assets for the benefit of a third party, the Beneficiary. Trusts are established to provide legal protection for the Beneficiaries’ assets to make sure they are distributed according to the instructions of the Irrevocable Trust.

How is my money protected?

A Trust is one of the most flexible and efficient legal mechanisms recognized by law and it provides the ultimate in asset protection. Vacation club members payments are registered together in a collective fund. The Trust Instructions determine that the Settlor shall distribute according to each Trust Certificate and pay the Beneficiary on the registered maturity date. All distributions are overseen by the Trustee. An Irrevocable Trust cannot be amended, modified or revoked in any way.

What do I need to know to make a claim?
Member must remain in good standing with the club and meet all financial agreements. A Beneficiary can claim the reimbursement any time within 365 days of maturity by providing Innovest with a color copy of ID and the original Trust Certificate.

 
 
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INNOVEST CORPORATION GROUP INC ™

INNOVEST INC. USA

444 MICHIGAN AVE. STE. 1200, CHICAGO ILLINOIS 60611 USA

US Toll free (833) 466-8378

Mexico Toll free 800 099 0242

SATELLITE OFFICE

9375 E. SHEA BOULEVARD SUITE 100 SCOTTSDALE, AZ 85260 USA.

US Toll free (833) 466-8378

*Not every package is available at all affiliated resorts and as with any financial investment there are severe penalties and fees for early withdrawal. Please contact your financial advisor about early withdrawal and the potential tax consequences in your country of residence or taxation. Payouts are always paid without tax deductions and neither Innovest™ nor its partners are liable for any taxes, fees or incumbrances of your contract.

DISCLAIMER

The information provided on this site, any communications containing a link to this site, reference to this site or to Innovest partner’s sites are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Innovest™, Innovest Corporation Group™, Innovest Incorporated™,Innovest Customer Loyalty Program™, Vacation Ownership Program™ Innovest Vacation Rewards Trust “Vacation Rewards Trust” and “Vacation Trust” are Registered Trademarks of Innovest Corporation Group. “Bloom Holdings Trust™ “Bloom Holdings™ are Trademarks of Bloom Holdings Trust™. “Bloom Global Investments™” and “BGI™ are Trademarks of Bloom Global Investments. Bloom Holdings Trust and Bloom Global Investments are independent firms. All payouts are in US Dollars unless specifically requested to be in another form and only if available from the Payor at that time. All investments are initiated from the international offices of Innovest’s investment bankers at Bloom Global Investments (BGI) and are not subject to US SEC Regulations although Innovest and BGI comply with all US SEC regulations. Rebates may not be allowed for persons from certain countries or tax zones. Clients should please contact your financial advisor, lawyer or Innovest for information pertaining to non-eligible countries or states. Innovest, Bloom Holdings Trust™ and Bloom Global Investments™ will not be liable for fees, taxes or encumbrances levied from the Beneficiaries’ country for tax purposes. Note: The translations other than English are for information only and contains NO legally binding terms.

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