Welcome to International Advisor

Aegon Ireland plc

Address: 2nd Floor, IFSC House, Custom House Quay, Dublin 1, Ireland

Contact Details: Email: client.relations@aegon.ie, Tel: +353 (0)845 600 0173, Fax: +353 (1)673 8940

Website: www.aegonsei.ie

Profile:

We’re part of the AEGON Group, which is one of the world’s largest listed insurance companies with assets under administration of around €400 billion. AEGON Ireland plc opened its Dublin office in 2002, in the heart of the city’s International Financial Services Centre. The Irish base offers benefits for developing propositions suitable for the UK.

 We have a motivated and highly skilled workforce of around 200 people managing around €4 billion of funds for approximately 18,000 investors. We have a proven track record for delivering innovative financial solutions, including the manufacture and production of variable annuity propositions for the UK, the Netherlands and France, as well as managing our wealth management offshore bond portfolio and European portability option.

 AEGON Secure Trustee Investment recently won the Best Product (UK) category at the International Adviser Awards 2011.

Offering:

A range of unit-linked guaranteed solutions including:

• AEGON Secure Lifetime Income plan
• AEGON Secure Capital and Income guarantee bonds
• AEGON Secure Trustee Investment bond

Offshore bonds including: 

• Wealth Management Portfolio
• Wealth Planning Account
• Flexible Investment Plan

AG2R La Mondiale Europartner Sa

Address: Atrium Business Park, 23A, rue du puits romain, ZA Bourmicht L- 8070 Bertrange, Luxembourg

Contact Details: Email: advisers@lamondiale.lu, Tel: +352 45 858744 • 0808 234 6607 (client services in UK), Fax: + 352 45 8718

Website: www.lamondiale.lu

Profile:

La Mondiale Europartner is based in Luxembourg and has gained experience in wealth management solutions over many years. They now operate in several EU countries including France, Luxembourg, Italy, Portugal, Spain, Belgium and the UK. Their focus is aimed at the cross-border aspects of wealth management, enabling them to produce unit-linked, multi-currency, multi-manager, multi-lingual – investment and expatriate pension solutions.

Offering:

Bond 4 European Mobility is for UK-based independent financial advisers providing a cross-border-compliant, tax-efficient, multi-currency wrapper with open architecture. Investment is allowed via collective investment schemes chosen by the client/IFA or may be managed by a discretionary manager. The bond allows access to the La Mondiale’s main fund, which provides guaranteed returns in £, € and $. Locally compliant investment solutions are also available to IFA’s advising UK expatriate clients residing in Spain and France.

AXA Wealth International

Address: Royalty House, Walpole Avenue, Douglas, Isle of Man, IM1 2SL, British Isles

Contact Details: +44 (0)1624 643333. Calls may be recorded - +44 (0)1624 643444 - helponline@axa-iom.co.im

Website: www.axa-iom.com , www.axa-international.com/axalifeeurope

Profile:

AXA Wealth International was established in 2010 to harness the strengths of both AXA Isle of Man and AXA Life Europe to provide a new way of doing business offshore. Through the two companies, we offer products from established, regulated environments with tax efficient planning, experience and expertise, innovation and choice being at the heart of our business

Offering:

 We have developed a flexible product portfolio to meet a variety of financial needs including offshore single premium bonds, products combining bonds with a choice of trusts to provide a potential IHT mitigation solution, and, for AXA Isle of Man, our regular premium product the Regular Investment Account.

Please contact your usual AXA sales representative for details of product offerings from both providers or visit our websites at the addresses given above

CMI Insurance Company Limited

Address: Clerical Medical House, Victoria Road, Douglas, Isle of Man, IM99 1LT

Contact Details: +44 (0)1624 638 888 - +44 (0)1624 625 900

Website: www.scottishwidows.co.uk/ifa

Profile:

Clerical Medical and Scottish Widows have combined forces operating under the Scottish Widows brand. CMI Insurance Company Limited (CMI) is Scottish Widows’ specialist offshore insurance company. Set up in 1987, it has over 20 years of offshore expertise into the UK market.

Financial strength

Scottish Widows is one of the longest established providers in the country. It is part of the Lloyds Banking Group, one of the biggest financial service providers in the UK – providing strength and security. The Group has over 30 million customers and is the UK’s leading provider of current accounts, savings, personal loans, credit cards and mortgages. Scottish Widows and Clerical Medical have £4.3bn free capital, as at the end of 2008, well in excess of regulatory solvency requirements.

Offering:

(UK, Channel Islands and Isle of Man)

CMI Global Investor – a flexible tax-efficient offshore, single premium portfolio bond offering almost unlimited fund choice. CMI Corporate Investor – an offshore, single premium bond intended specifically for UK corporate investors. A comprehensive range of trust plans including Gift Trust, Loan Trust,  Discounted Gift and Income Trust, Excluded Property Trust and Probate Trust.

Friends Provident International

Address: Royal Court, Castletown, IM9 1RA, Isle of Man / UK House, Castle St, Salisbury, Wiltshire, SP1 3SH

Contact Details: +44 (0)1624 821 212 - Email - clientsupport@fpiom.com /+44 (0)1722 415088 Email - fp.int@friendsprovident.co.uk

Website: www.fpinternational.com

Profile:

Friends Provident International (FPI) is part of the Friends Life group. FPI was established in the Isle of Man in 1978, and has been delivering innovative and  sophisticated propositions to a competitive market for more than 30 years. FPI’s business continues to grow and today it has offices in the Isle of Man, Hong Kong, Singapore and Dubai. This enables the delivery of first class customer service to local markets in a language they understand.

Offering:

FPI offers a range of individual savings, protection and investment products, as well as group savings and tax planning trusts. An extensive fund range, is  complemented by FPI’s Dynamic Portfolio Planner international (DPPi) – an innovative portfolio-planning tool that enables advisers to build bespoke investment  portfolios for their clients.

Generali International

Address: PO Box 613, Generali House, Hirzel St, St Peter Port, Guernsey, Channel Islands, GY1 4PA

Contact Details: +44 (0)1481 714 108 - +44 (0)1481 712 424 - Email - enquiries@generali-guernsey.com

Profile:

 Tracing its roots back to 1977, Generali International is a specialist arm of the Generali Group, one of the largest insurance groups in the world. It is a leading offshore provider offering sophisticated and powerful, life insurance-based, wealth management solutions to a global audience, including international expatriates and certain local resident populations. It has built up an enviable record for flexible and competitive investment solutions supported through its network of regional offices in Cyprus, Hong Kong and Ireland. The company is based in Guernsey, a premier offshore location, is a Registered Insurer under the Insurance Business (Bailiwick of Guernsey) Law 2002 and is also an authorised insurer in Hong Kong.

Offering:

 A range of flexible unit-linked regular and single premium-based savings, retirement and investment plans, with access to over 120 funds selected from some of the world­s leading fund houses. A variety of specifically packaged portfolio bonds offering the widest choice of investment options through an open architecture platform.

Investors Trust Assurance SPC

Address: Suite 4210, 2nd Floor, Canella Court, Camana Bay, PO Box 32203, Grand Cayman, KY1-1208, Cayman Islands

Contact Details: +1 (305)603-1400 - +1 (786)363-1822 - Email - advisers@investors-trust.com

Website: www.investors-trust.com

Profile:

 Investors Trust Assurance SPC (“ITA”) is an international insurance company licensed and regulated by the Cayman Islands Monetary Authority. ITA has gained a leadership position in the international insurance markets by specializing in the provision of investment–linked insurance products and class leading customer service. With service offices established to support policyholders around the world, ITA seeks to provide opportunity to its policyholders through access to the global financial markets. ITA is constantly innovating, and investing in technology to allow clients online multi-language (English, Spanish, Portuguese, Chinese and Japanese) access to manage their investment-linked products.

Offering:

 ITA works with some of the world’s top asset managers under its convenient open architecture platform. It provides clients with greater investment choices and the ability to plan for a happy and comfortable retirement and to provide for their children.
Specializing in medium to long term investment-linked products tailored to meet the needs of investors around the world, ITA offers a range of flexible, tax-efficient products including regular and single premium annuities, designed to suit various income levels and financial planning needs.

IOMA Group

Address: IOMA House, Hope Street, Douglas, Isle of Man, IM1 1AP

Contact Details: +44 (0) 1624 681200 - +44 (0) 1624 681390 - Email - info@iomagroup.co.im

Website: www.iomagroup.co.im

Profile:

 IOMA Life is part of IOMA Group, which offers a complete wealth and risk management service from its base in the Isle of Man, one of the world’s best regulated and most successful financial centres. We administer or manage over $8 billion of funds for global clients, and have a proven track record in innovative solutions that deliver good results and mitigate risk.

The IOMA Group is small enough to offer a highly personal service, but sufficiently large to provide in-depth, specialist expertise. The business is comprised of eight divisions. Each is a specialist in its own area, but all share the same desire to grow our business by delivering effective results. Some clients only use one service, others mix and match between businesses to suit their needs at the time. The divisions are: Solutions, Life, Investment Management, Fund Management, Pensions, Fiduciary, Captives and Insurance.

Offering:

 IOMA Life offers a wide range of inheritance tax mitigation and estate planning products. It provides traditional single premium UK products via an offshore portfolio bond and a wide range of specialist unit linked life products. IOMA Life is also a sought after provider of offshore bonds for investment platforms.

Legal & General International (Ireland) Ltd

Address: Beaux Lane House, Lower Mercer St, Dublin 2, Ireland

Contact Details: +44 (0)845 674 0803 - +44 (0)845 674 0804 - Email - lgiirequest@landg.com

Website: www.legalandgeneralinternational.com

Profile:

Legal & General International (Ireland) Limited was established in July 2007. It currently offers international investment and tax planning solutions to investors resident in the UK, Channel Islands or Isle of Man. The company is a subsidiary of the Legal & General Group Plc, which was established in 1836 and is one of the UK’s leading financial services companies. As at 30 June 2011, Legal & General Group was responsible for investing £370 billion worldwide on behalf of investors, policyholders and shareholders.  It also had over seven million customers in the UK for our life assurance, pensions, investments and general insurance plans.

Offering:

International Portfolio Bond: Provides a tax-efficient wrapper with a choice of charging structures and investment in a wide range of assets. The International Portfolio Bond also offers access to a number of UK Platforms.

The value of investments in the International Portfolio Bond is not guaranteed and customers may not get their full money back.

Prudential International Assurance

Address: Montague House, Adelaide Rd, Dublin 2, Ireland

Contact Details: Advisers tel +44(0)808 234 2200/ Non-UK Advisers fax +44(0)808 234 0000

Website: www.pruadviser.co.uk/international

Profile:

Prudential International is part of the Prudential Group, one of the UK’s largest and best-known financial services organisations. As a group, Prudential has been managing money for over 160 years. It has in excess of £309bn of funds under management (at 30 June, 2010).

Offering:

 Portfolio Account is an open architecture bond with access to over 2,500 funds. Its key features include a choice of four flexible charging options, annual management charge (AMC) rebates and discounted fund terms. AMC rebates are not guaranteed and are subject to change. International Prudence Bond provides a range of risk-graded unit-linked funds, from Prudential and other leading fund managers. These include the PAC With-Profits Funds and the PruFund range of funds, each available in £, € and $. Flexible Protection Bond and Flexible Life Plan are single and regular premium whole-of-life protection plans. Both offer a selection of investment funds and a single or joint-life basis. All funds available for our products grow largely tax-free. We also offer a range of trusts for inheritance tax planning.