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Linked Deferred Securities

Available through Fortex Securities®, linked deferred securities offer a guaranteed rate of return over a set period.

Invest like an expert

Let our Fortex Advisors guide you to the best Financial Analysis for your vacation ownership investment option.

Foreign Direct Investment

International investment or capital flows fall into four principal categories: commercial loans, official flows, foreign direct investment (FDI), and foreign portfolio investment (FPI).

Financial Expertise

The strategic knowledge of Fortex Securities comes from a team that has experience both in investment banking and in the vacation ownership industry.

Based in Panama, using an open-architecture business model, we provide comprehensive solutions in foreign wealth management and investment strategies for vacation ownerships for individuals and families worldwide. We have access to a wide range of items with an open architecture framework, including thousands of mutual funds and alternative investments.
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About Us

In 2001, Noah Bussinger, President & CEO of Fortex Securities ®, built on the concept of funding conventional property transactions after years of studying the actions of the Vacation Ownership industry and specifically designed a plan that enables vacation ownership participants to receive a 100% return on their investment over a fixed term based on the property's equity.

Based in Panama, using an open-architecture business model, we provide comprehensive solutions in foreign wealth management and investment strategies for vacation ownerships for individuals and families worldwide. We have access to a wide range of items with an open architecture framework, including thousands of mutual funds and alternative investments.

This platform enables us to deliver optimal solutions that we believe are tailored to the specific goals of the consumer, free from the constraints of providing proprietary products.

The current portfolio of Fortex Securities ® Host Resorts, Private Residence Clubs, and Full-Time Ownership Resorts, comprises more than 715 vacation properties worldwide, with more and more vacation projects that are quickly turning to Fortex Securities ® for its essential sales tool for foreign investment securities.

The Deferred Security is a fixed-term, post-sale financial instrument that can only be purchased directly from Fortex Securities ®. Vacation Ownership members enjoy the privilege and ensure that their vacation asset is shielded for the coming years, and also feel secure that they will earn a guaranteed lump sum payment on the maturity date of the deferred security covering the purchase value of their membership.

Key Benefits

Our financial plan enables vacation ownership participants to receive a 100% return on their investment over a fixed term based on the property's equity.

Over 30,000 customers as a testimony to the value our company offers and with customer relationships that stretch over a decade.

The current portfolio of Fortex Securities ® Host Resorts, Private Residence Clubs, and Full-Time Ownership Resorts, comprises more than 715 vacation properties worldwide.

It is our vision and goal to deliver our fundamental value: to be a dedicated partner for the financial well-being of our investors.

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Our Vision & Mission

It is our vision and goal to deliver our fundamental value: to be a dedicated partner for the financial well-being of our investors. We manage this by directing our investors through tailored counseling and working closely with them through investment and security plans to assure personal protection. Fortex Securities ® stands tall and strong against the competition with over 30,000 customers as a testimony to the value our company offers and with customer relationships that stretch over a decade. We believe the success of our company is the fulfillment of our customers, which is why we aim for accountability and an extremely distinguished track record.

Vacation ownership equity protection plan through linked deferred securities

Any Equity Protection Plan is essentially providing a hedge to the owner/member against declining vacation ownership prices. In Fortex Securities, we have a significant reserve in place and will also hedge their risk using housing futures from the BNP Banco Nacional de Panama (National Bank of Panama) & CNVRP  and other real estate short strategies to help mitigate losses. Some providers utilize reinsurance from rated carriers to provide more durable secondary risk protection.

 

The United States—Panama Trade Promotion Agreement (TPA) entered into force on October 31, 2012.  The TPA is a comprehensive free trade agreement that provides elimination of tariffs and removes barriers to U.S. services, including financial services.  It also includes relevant disciplines relating to customs administration and trade facilitation, technical barriers to trade, government procurement, investment, telecommunications, electronic commerce, intellectual property rights, and labor and environmental protection.

Investing in vacation ownership isn’t just about money, it’s about your future.

LINKED DEFERRED FIXED SECURITIES

Available through Fortex Securities®, linked deferred securities offer a guaranteed rate of return over a set period.

Our Linked Deferred Securities (LDS) are 25-year term investment products which contain embedded equity put option over the reference shares. At maturity, the investor has the opportunity to withdraw the embedded equity plus the interest generated on a compound structure system. Our LDS are principal-protected, i.e., the investor is guaranteed to receive 100% of the original amount invested at maturity plus the compound interest.

If you are seeking to earn a potentially guarantee interest income on your vacation investment, LDS is one of the investment options that might be suitable for you.

You have the opportunity to earn potentially guarantee interest income on vacation ownership. You do not have to pay any brokerage charges or clearing fees on the purchase of the security. You only have to pay the one-time premium incurred for the delivery of the security. Enjoy a flexible choice of interest in the worldwide market. No upfront fees payable/charged for cashing in the security.

INVEST LIKE AN EXPERT

Let our Fortex Advisors guide you to the best Financial Analysis for your vacation ownership investment option. Our LDS guarantees the payment of the original investment, including the sum of the interest over time, resulting in cumulative profit for the investor.

FDI (FOREIGN DIRECT INVESTMENT)

Three types of foreign direct investment;

International investment or capital flows fall into four principal categories: commercial loans, official flows, foreign direct investment (FDI), and foreign portfolio investment (FPI).

FDI IN FIGURES

Mexico is one of the emerging countries most open to foreign direct investment, the world’s fifteenth largest FDI recipient. FDI flows to the country fluctuate strongly depending on the arrival and departure of large international groups. In 2018, FDI inflows edged down to USD 31.6 billion, from USD 32.1 billion a year earlier. While flows remained comparable to levels seen in the last five years, they were considerably below the all-time high of USD 48.5 billion in 2013 (UNCTAD 2019 World Investment Report). The total stock of FDI is estimated at USD 485.8 billion, roughly 39.7% of the country’s GDP (Gross Domestic Product). Investments mostly come from the United States, Spain, and Canada. The sectors receiving significant foreign investment are manufacturing (especially the automobile industry), electricity, water and gas supply finance, retail and wholesale trade, financial services, real estate, and vacation homeownership. Thanks to its robust tourism industry, the Yucatan Peninsula and Riviera Nayarit also receive substantial foreign investment.

The Mexican government also launched a major investment plan for the expansion of infrastructure, including airport infrastructure. Moreover, the country offers a big domestic market and a strategic location; it has a relatively well-qualified workforce and a diversified economy. The country is ranked 60th out of 190 in the World Bank’s 2020 Doing Business ranking.

The Caribbean receives some of the highest levels of Foreign Direct Investment (FDI) in the world. One of the distinctive features of Caribbean FDI flows is that they appear to be relatively unprofitable, with FDI income significantly lower than in Latin America. This is possibly due to the sectoral pattern of FDI, which in most Caribbean economies is heavily slanted towards services, particularly tourism. In a small number of economies, natural resources play an essential role, which requires relatively large capital outlays and is thus responsible for a large share of investment.

While the United States used to be the most important investor in the region, nowadays other players, such as Canada and China, are also taking a keen interest. These are more extensive and prevalent in the Caribbean than elsewhere, but the evidence of their effectiveness to improve either FDI flows or the impact of such FDI flows on the local economy, is limited. According to the World Bank’s Doing Business 2020 report, the Caribbean ranks 65th (Puerto Rico tops with the best position) out of 190 countries

The United States remains the largest single recipient of FDI in the world. However, as the global economy has developed, the United States must actively compete to retain and attract new investment.

According to the World Bank’s Doing Business 2020 report, the United States ranks 6th out of 190 countries for the quality of its business climate, gaining two spots compared to 2019. The country remains the world’s leading economic power, the largest international financial center, and the third-largest country in the world in terms of population. The United States is one of the countries with the best regulatory performance in paying taxes. In 2019, they made paying taxes less costly (decrease in the corporate income tax rate) in New York City and Los Angeles. Starting a business is now smoother (online filing of the statement of information for limited liability companies) and enforcing contracts too (electronic filing and electronic payment of court fees). To have a better rank, the U.S. can improve his ability to get electricity, register property, and trade across the border.

Linked deferred securities can help you save more for retirement.

Linked Deferred Securities income can aid you in preparing for retirement. They create a future stream of income while helping protect vacation ownership equity from market fluctuations.

Let our Fortex Advisors guide you to the best Financial Analysis for your vacation ownership investment option.

Over 30,000 customers as a testimony to the value our company offers

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Financial Expertise

The strategic knowledge of Fortex Securities comes from a team that has experience both in investment banking and in the vacation ownership industry. In understanding the concerns and experiences of vacation property owners, and taking advantage of diversification opportunities that allow our investment funds to achieve the highest capital gain, Fortex Securities has been able to craft and deliver a specialized, fixed-term investment product. Our investment portfolio includes strategic use of tax-favorable locations helping us to respond to the rapid shifts in financial markets around the world

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Important Message

Dear valued customers:

We want to continue to present solutions that could be helpful during these difficult times, therefore, in an effort to reduce the spread of the Coronavirus (COVID-19) and to ensure the health and safety of our customers, employees, and community we are making the following changes. Effective, March 23, 2020, if you need financial assistance please call our Customer Service Center at Direct Line 507 8337 011, US Toll-Free 866 3774 862 & Canada Toll-Free 866 3127 657 Monday through Friday 9am to 1pm. In-person lobby transactions will be available By Appointment Only.