36
INTERNATIONAL LIFE LISTINGS
Life listings
Here are some of the biggest
players in the offshore life arena
with a description of their services
and their contact details. If you
are interested in being included,
please contact Ben Wiseman
on +44 (0)20 7065 7573 or email
ben.wiseman@lastwordmedia.com
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: 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: 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
Irish Life International was established in 1994 and is part of
the Irish Life & Permanent Group, a major European financial
services company and the largest insurance, mortgage and
pension provider in Ireland.
The group has funds under management in excess of
€35bn, has over 1.5 million customer relationships, is quoted
on the Dublin and London stock exchanges and has an A+
credit rating from Standard & Poor’s.
Product offerings
ILI Portfolio Bond*, Performance Bond, International Savings
Account (for UK residents); ILI Portfolio Bond*, (Personalised
Version), Performance Bond, International Savings
Account (IoM/Channel Islands); Spanish Portfolio Bond*,
Spanish Investors Bond (Spain); Personal Portfolio Policy*
(Netherlands); Personalised Portfolio Bond* (Italy); Asset
Management Policy* (Belgium); Asset Management Bond*
(Sweden); Asset Management Bond*, International Investors
Bond, Pension Insurance Policy (Finland); ILI Portfolio Bond
for residents of Cyprus*
*Portfolio Bond with open architecture and online valuations
A range of 31 multi-manger internal funds is available
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: 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 is authorised by
the Financial Regulator in Ireland and regulated by the Financial
Services Authority for the conduct of insurance business in
the UK. It is a member of the Association of International Life
Offices. 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.
The Legal & General Group is responsible for investing
over £280bn worldwide (as at 31 Dec, 2008) on behalf of
investors, policyholders and institutions.
Legal & General International (Ireland) was established in
July 2007. It currently offers international investment and tax
planning solutions to investors who are resident in the UK.
Product offerings
International Portfolio Bond: provides a tax-efficient wrapper
with a choice of charging structures and investment in a wide
and diverse range of assets.
International Discounted Gift Scheme: provides an inheritance
tax planning solution with a choice of two trust structures and
confirmation from a leading UK QC that the scheme is robust
and fit for purpose.
INTERNATIONAL ADVISER [www.international-adviser.com] MAy 2009
To view a Ceros magazine you need to have JavaScript enabled in your browser and have the flash player 8 or higher installed. To install the latest flash player, click the icon above, install the flash plugin and then click here to refresh this page.