Company name: Canada Life International Ltd
Address: St Mary’s, The Parade, Castletown,
Isle of Man, IM9 1RJ
Tel: +44 (0)1624 820200
Fax: +44 (0)1624 820201
Email: info@canadalifeint.com
Website: www.canadalifeint.com
Canada Life International (CLI) was established in 1987 and
is based in the Isle of Man, a jurisdiction recognised for its
stable government, strong regulatory controls and policyholder
protection measures. CLI continues to receive strong ratings
from specialist agencies in relation to financial strength, unitlinked
business and commitment to service.
Since formation, CLI has continually developed expertise
in providing wealth management solutions for UK and
international clients alike. With assets under administration of
£4.7bn (as at 30 June, 2007) CLI works in close partnership
with some of the world’s largest investment specialists.
Product offerings
Delta Account: Single Premium Investment Bond
Dimensions Preference Account: Single Premium Pooled Fund
Personal Bond
Premiere Account: Single PPF Personal Bond
Offshore Savings Account: Regular Premium Savings Bond
Flexible Life Plan: Whole of Life Assurance Policy
Estate & Inheritance Tax Planning Solutions including:
Wealth Preservation Account
Delta Discounted Trust Account
Premiere Discounted Trust Account
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 riskgraded
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: 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° Life Insurance
Company Limited
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
Royal London 360° was established in 2008 through the
coming together of two highly successful offshore life
companies – Scottish Life International Insurance and Scottish
Provident International Life Assurance. With combined industry
experience of 30 years, and funds under management
in excess of $3bn (as at 30 Sept, 2008), the company offers
a broad range of offshore investment, savings and tax
planning products to investors based around the world.
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.
Product offerings
Single premium open-architecture portfolio bonds (UK,
int’l and HK); with-profits bond (Germany); flexible life
assurance protection plan (int’l); regular savings plan (int’l)
Tax planning: a range of trust packages which includes
specialist technical support in the tax-efficient and controlled
transfer of family wealth
INTERNATIONAL LIFE LISTINGS
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: 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.
MAy 2009 [www.international-adviser.com] INTERNATIONAL ADVISER 37
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