Company name: CMI Insurance Company Limited
Address: Clerical Medical House, Victoria Rd, Douglas
IM99 1LT, Isle of Man
Tel: +44 (0)1624 638888 • Fax: +44 (0)1624 625900
Website: www.clericalmedical.co.uk
CMI Insurance Company Limited (CMI) is Clerical Medical’s
specialist offshore insurance company. Set up in 1987, we
have over 20 years of offshore expertise into the UK market.
Our customer service structure is tailored to give both
advisers and their clients the first class standards of service
that match the expectations of high net worth investors. We
believe superior service is the key to building long-lasting
relationships so you and your clients will have a single
named point of contact for all your new business and
administration queries.
Clerical Medical is one of the longest established providers
in the country and we have always been dedicated to
intermediaries. We’re now part of the Lloyds Banking Group,
one of the biggest financial service providers in the UK –
providing strength, security and safety. The Group has some
30 million customers, accounting for 30% of current accounts,
35% of the savings market and the largest private shareholder
base in the country.
Product offerings (UK, Channel Islands and Isle of Man)
CCMI Global Investor – a flexible tax-efficient offshore, single
premium portfolio bond offering virtually unlimited fund choice.
CMI Corporate Investor – an offshore, single premium bond
designed specifically for UK corporate investors.
Company name: Royal London 360°
Address: Royal London House, Cooil Rd,
Douglas, Isle of Man, IM2 2SP
Tel: +44 (0)1624 681893
Fax: +44 (0)1624 677336
Email: supportiom@royallondon360.com
Website: www.royallondon360.com
Today’s offshore investor demands a combination of
investment choice, security and quality service. Royal London
360°’s attractive range of products provide flexible solutions
and are supported by experienced servicing teams, effective
marketing support and strong technical back up, which allow
investors to plan for the future with confidence and security.
Headquartered in the Isle of Man, one of the world’s
leading offshore financial jurisdictions, Royal London 360°
was established through the merger of Scottish Life
International Insurance Company Limited and Scottish
Provident International Life Assurance Limited. The company
has combined industry experience of over 30 years, and funds
under management in excess of US$2.75 billion*.
Royal London 360° is the international division of the
Royal London Group. Royal London is the largest mutual life
and pensions company in the UK with Group funds under
management of £35.5 billion. Group businesses serve around
3.6 million customers and employ 2,840 people*.
360° represents a number of significant advantages; the
international nature of its business; the way its employees
think and take personal responsibility; and the Company’s
adaptable approach to meeting tailored requirements.
* Source: Royal London. All figures as at 30 September 2009
Company name: Friends Provident International
Address: Royal Court, Casteltown, IM9 1RA, Isle of Man
Tel: +44 (0)1624 821 212
Email: clientsupport@fpiom.com
UK address: UK House, Castle St. Salisbury,
Wiltshire SP1 3SH
UK phone number: +44 (0)17233 311611
UK email: fp.int@friendsprovident.co.uk
Website: www.fpinternational.com
Friends Provident International (FPI) is part of the Friends
Provident group of companies, which has more than 2.5
million customers worldwide. 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.
Product offerings
FPI offers a range of individual savings, protection and
investment products, as well as group savings and group
protection policies 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.
Company name: Standard Life International
Address: 90 St Stephen’s Green, Dublin 2, Ireland
Tel: +44 (0)845 300 4273 • Fax: +353 (1) 475 4025
Email: service@slinternational.ie
Website: www.slinternational.ie
Standard Life International is an Irish life assurance company
wholly owned by Standard Life Assurance Limited, which has
been set up to sell insurance business from its base in Ireland
into the UK, Channel Islands and the Isle of Man.
The Standard Life group of companies has been looking
after its customers for over 180 years and currently has
approximately 7 million people worldwide relying on them
for their financial needs.
Our impressive parent means that we attach a great
deal of importance to excellent customer service and quality
products. Standard Life International was awarded five stars
by AKG for service in 2007 and highly commended in the
‘Best commitment to service category’ in the International
Investments, International Fund and Product Awards 2008.
Product offerings
Our core product is the International Bond. This is
an offshore portfolio bond that provides a tax-efficient
wrapper with a transparent charging structure and flexible
commission options. Your clients can choose from a wide
selection of Insured funds, mutual funds, whole-of-market
funds, a selection of deposit accounts and have access to
a panel of discretionary fund managers. A comprehensive
range of trust options is also available, which can be adapted
to help meet your client’s estate planning needs.
INTERNATIONAL LIFE LISTINGS
Company name: Generali International
Address: PO Box 613, Generali House, Hirzel St,
St Peter Port, Guernsey, Channel Islands, GY1 4PA
Tel: +44 (0)1481 714 108
Fax: +44 (0)1481 712 424
Email: enquiries@generali-guernsey.com
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.
Product offerings
A range of flexible unit-linked regular and single premiumbased
savings, retirement and investment plans, with access
to over 100 funds selected from some of the world’s leading
fund houses. A variety of specifically packaged portfolio bonds
offering the widest choice of investment options through an
open architecture platform
Company name: Zurich Life Assurance plc
Registered address: Eagle Star House, Frascati Road,
Blackrock, Co Dublin, Ireland
Correspondence address: Zurich Life Assurance plc,
PO Box 1076, Bishops Cleeve, Cheltenham,
Gloucestershire, GL50 9NR
Tel: + 44 (0) 870 850 6130
Email: enquiries@zurichipb.com
Website: www.haveacloserlook.co.uk
Zurich Life Assurance plc is a member of the Zurich Financial
Services Group, an insurance-based financial services provider
with a global network of subsidiaries and offices in North
America and Europe as well as in Asia Pacific, Latin America
and other markets. Founded in 1872, the Group headquarters
are in Zurich, Switzerland. It employs approximately 60,000
people serving customers in 170 countries.
Product offerings
The factory-gate priced Zurich International Portfolio Bond
provides access to a wide range of investments, whilst also
providing access to discretionary asset managers. Available
as a capital redemption and life assurance version, key
benefits include a flexible, clear charging structure, flexible
remuneration options, fund rebates and a unique death
benefit option. The wrapper offers flexibility of a choice of
currency, sterling, euro and US dollar, both for withdrawals
and payments. A wide range of trust options are available
for both capital redemption and life assurance versions.
FEBRUARY 2010 [www.international-adviser.com] INTERNATIONAL ADVISER 31
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