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.offshore.clericalmedical.com
CMI Insurance Company Limited (CMI) is Clerical Medical’s
specialist offshore insurance company. Set up in 1987, it is
one of the longest-established offshore providers into the UK
with over 20 years expertise. We believe superior service is
key to building lasting relationships, so you and your clients
will have a single named point of contact for all your new
business queries.
Being part of the HBOS Group means we have significant
financial strength, combined with the integrity and stability you
would expect from a long-established financial specialist.
HBOS is the UK’s largest mortgage and savings provider with
around 23 million customers and has the largest private
shareholder register in the UK with around 2 million private
shareholders. Profit before tax for the year ended 31 Dec,
2006 was £5.7bn.
Product offerings (UK, Channel Islands and Isle of Man)
CMI Corporate Investor – an offshore, single premium bond
designed specifically for the corporate investor
CMI Global Investor – an offshore, single premium portfolio
bond offering virtually unlimited fund choice
A range of trust plans including Gift Trust, Loan Trust and
Discounted Gift and Income Trust
Company name: Scottish Life International Insurance
Company
Address: Clarendon House, Victoria St, Douglas
IM1 2LN, Isle of Man
Tel: +44 (0)1624 681531 • Fax: +44 (0)1624 690529
Email: salessupport@sli.co.im
Website: www.sli.co.im
Scottish Life International (SLI) is based in the tax-efficient
environment of the Isle of Man and specialises in offshore
investments, trusts and tax planning solutions. We conduct
business in various world markets, mainly in the UK, Germany,
the Middle East and through a third party in South Africa. We
distribute our products through financial advisers, recognising
the need for expert financial advice when conducting
investment or tax planning.
Launched in 1996, the company has funds under
management of over £763m worldwide (as at 30 Sept,
2007) and is now part of the Royal London Group.
Product offerings
Single-premium portfolio bond offering flexible and select
investment versions; has an additional insurance option that
protects the ongoing death benefit value of the bond (UK, int’l).
Single-premium bond with capital protection (UK, Ger, int’l).
With-profits bond (Germany).
Flexible life assurance protection policy (Middle East)
Tax planning: specialist technical support in the tax-efficient
and controlled transfer of family wealth.
Company name: Friends Provident International
Address: Royal Court, Castletown, 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)1722 311611
UK email: fp.int@friendsprovident.co.uk
Website: www.fpinternational.com
Friends Provident International (FPI) is part of the Friends
Provident Group, which has 2.5 million customers worldwide.
FPI was established in the Isle of Man in 1978, and this year
celebrates 30 years of delivering innovative and sophisticated
propositions to a competitive market.
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 the
local markets, in a language they understand. FPI is
determined to continue to provide a service to which
others in the industry aspire.
Product offerings
FPI offers a range of flexible savings, protection and
investment products, tax-planning trusts and a wide range of
funds. The Dynamic Portfolio Planner international (DPPi) is an
innovative portfolio-planning tool that enables advisers to build
bespoke investment portfolios for their clients.
Company name: Scottish Provident International Life
Assurance Limited (SPILA)
Address: Provident House, Ballacottier Business Park,
Cooil Road, Douglas, Isle of Man, IM2 2SP
Tel: +44 (0)1624 681893
Fax: +44 (0)1624 677336
Email: supportiom@spila.com
Website: www.spila.com
Scottish Provident International Life Assurance Limited
(SPILA) is a provider of investment, life assurance and
retirement planning products. it operates from the Isle of Man,
with a branch office in Hong Kong, and is dedicated to the
provision of superior administration and technical support for
intermediaries and policyholders.
Established in 1991, SPILA has enjoyed a period of strong
growth, with assets under administration in excess of £1.25bn
(as at 1 July, 2007).
Product offerings (UK, Channel Islands and IoM residents)
Select: Single Premium Portfolio Bond (Open-Architecture);
Preference: Pooled Single Premium Investment Bond; Kudos:
Regular Savings Plan; a range of Trust and IHT Solutions
Product offerings (HK residents)
Choice: Single Premium Personal Portfolio Bond (Open-
Architecture); Prosper: Regular Savings Plan; a range of
Trust packages
DEcEmbER 2008 [www.international-adviser.com] INTERNATIONAL ADVISER 33
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: 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.
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