30
INTERNATIONAL LIFE LISTINGS
Company name: Aegon Scottish Equitable International
Address: 2nd Floor, IFSC House, Custom House Quay,
Dublin 1, Ireland
Tel: +353 (0)845 600 0173
Fax: +353 (1)673 8940
Email: client.relations@aegon.ie
Website: www.aegonsei.ie
Scottish Equitable International (SEI) provides attractive
investment solutions, particularly to UK investors. With a
heritage in the offshore market dating back to 1995, SEI is a
leading provider in its chosen market.
We are part of the Aegon Group, which is one of the
world’s largest listed insurance companies with assets under
administration of around £200bn.
Based in Dublin, one of the world’s most dynamic financial
centres, we also benefit from an enviable infrastructure. The
client service team in Dublin draws on the talents of a large,
young, motivated and highly skilled workforce.
Our service ensures that quality assurance is embedded
in all we do to meet the requirements of our customers.
Product offerings
A portfolio bond, a packaged inheritance tax plan (a
discounted gift trust plan), a regular savings plan and a
guaranteed income plan.
Company name: Legal & General International (Ireland) Ltd
Address: Beaux Lane House, Lower Mercer St, Dublin 2,
Ireland
Tel: +44 (0)845 674 0803 • Fax: +44 (0)845 674 0804
Website: www.legalandgeneralinternational.com/advisers
Email: lgiirequest@landg.com
Legal & General International (Ireland) Limited was established
in July 2007. It currently offers international investment
and tax planning solutions to investors who are resident in
the UK, Channel Islands and 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. Over 6.5 million people rely on Legal &
General for life assurance, pensions, investments and general
insurance plans. The Legal & General Group is responsible for
investing £287bn worldwide (as at 30 June, 2009) on behalf
of investors, policyholders and shareholders.
Product offerings
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 is also
available as the core offshore bond offering on the largest UK
fund platform, Cofunds.
International Discounted Gift Scheme: Provides an Inheritance
Tax planning solution with a choice of two trust structures.
An expert team of tax and trust specialists are available
to help IFAs with the complexities of financial planning.
The value of investments in these products is not guaranteed
and customers may not get their full money back.
Company name: AXA Isle of Man Limited
Address: Royalty House, Walpole Avenue, Douglas,
Isle of Man, IM1 2SL, British Isles
Tel: +44 (0)1624 643333. Calls may be recorded
Fax: +44 (0)1624 643444
Email: helponline@axa-iom.co.im
Website: www.axa-iom.com
Established in July 1992, AXA Isle of Man Limited operates
from the secure and tax-efficient environment of the Isle of
Man. A member of the global AXA Group, one of the world’s
largest insurance groups, AXA Isle of Man manages in excess
of £5.9bn for over 26,800 customers (as at 31 Dec, 2007).
AXA Isle of Man has 16 years’ experience of providing
award-winning flexible, cost-effective products for the
customers of financial advisers. A member of the Manx
Insurance Association (MIA) and the Association of
International Life Offices (AILO), the company works within
the offshore industry to help educate the market in key areas
such as the uses and tax treatment of offshore bonds.
Product offerings
The Estate Planning Bond and the Estate Planning Account
are offshore investment solutions that may be suitable for
clients seeking to mitigate the effects of inheritance tax on
their estates. Evolution is an offshore portfolio bond that offers
a range of investment options for individual, corporate and
trustee investors. The Regular Investment Account is a flexible
offshore bond that accepts regular as well as single premiums.
Company name: Prudential International Assurance
Address: Montague House, Adelaide Rd, Dublin 2, Ireland
UK advisers tel: 0808 234 2200
UK advisers fax: 0808 234 0000
Non-UK advisers tel: +44 (0)1786 400284
Non-UK advisers fax: +44 (0)1786 405759
Website: www.pruadviser.co.uk/international
Prudential International is part of the Prudential Group,
one of the UK’s largest and best-known financial services
organisations. As a group, the company has been managing
money for over 160 years. It has over £256bn in funds under
management (at 30 June, 2008).
Product offerings
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.
Company name: Irish Life International Limited
Address: Irish Life Centre, Lower Abbey St, Dublin 1, Ireland
Tel: +353 (1) 704 1500 • Fax: +353 (1) 704 1580
Email: sales.ili@irishlife.ie
Website: www.irishlifeinternational.com
Established in 1994, Irish Life International is a life insurance
company incorporated and regulated in Ireland. The company
is the international insurance arm of the Irish Life & Permanent
Group, the largest life assurance company in Ireland and the
market leader in the provision of life, pension and investment
products.
The group has funds under management of €27bn, has
over 65 years of investment expertise and is quoted on the
Dublin and London Stock Exchanges.
Product offerings
Irish Life International engages in the cross-border distribution
of insurance-based investment products under the EU Third
Life Directive on a freedom-of-services basis. It provides a
range of unit-linked whole-of-life insurance products that offer
an extensive choice of investment options and funds. It offers
a wide range of territory compliant products for residents of
UK, Isle of Man and Channel Islands, Spain, Italy, the
Netherlands, Belgium, France, Sweden, Finland and Cyprus.
A range of 32 multi-manager internal funds is available.
Company name: La Mondiale Europartner Sa
Address: Atrium Business Park, 23A, rue du puits romain,
ZA Bourmicht L- 8070 Bertrange, Luxembourg
Tel: +352 45 858744 • 0808 234 6607 (client services in UK)
Fax: + 352 45 8718
Email: advisers@lamondiale.lu
Website: www.ag2rlamondiale.lu
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.
Bond 4 European Mobility is for UK-based independent
financial advisers providing a cross-border-compliant, taxefficient,
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.
Product offerings
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.
INTERNATIONAL ADVISER [www.international-adviser.com] FEBRUARY 2010
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