CMI Global Investor – the product
and tools to help you build your
investment business
Clerical Medical’s CMI Global Investor is an offshore bond specifically
designed with your high net worth clients in mind. It provides:
• Investment flexibility with access to over 5,000 funds
• Maximum investment control with minimum administration
• The ability to invest for growth, income or estate planning
• Expert service provided by a highly experienced team
• A tax efficient wrapper with five transparent charging options.
Use it to help build your investment business with:
1. Portfolio planning
A range of tools to help you select the
best product and investment choice for
your client.
To see our tools and calculators for yourself:
• visit scottishwidows.co.uk/build
• or speak to your Account Manager
2. Downloadable case studies
A suite of comprehensive case studies
showing how bonds can meet your
clients’ financial planning needs.
3. One-page guides
Handy, downloadable client-facing
guides to demonstrate the benefits
of offshore investing.
For professional adviser use only.
During this period of the transition Scottish Widows is an introducer of Clerical Medical products. The firms are regulated by the Financial Services Authority.
As part of the Lloyds Banking Group, Scottish Widows is proud to be an Official Provider of the London 2012 Olympic and Paralympic Games. Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street,
Edinburgh EH3 8YF. Telephone: 0131 655 6000. Scottish Widows plc is authorised and regulated by the Financial Services Authority. Our FSA Register number is 191517.
CMI Insurance Company Limited. Registered Office Clerical Medical House, Victoria Road, Douglas, Isle of Man IM99 1LT, British Isles. Registered in the Isle of Man. CMI Insurance Company Limited is supervised by the Isle of Man Insurance and Pensions Authority.
Approved by Clerical Medical Financial Services Limited, 33 Old Broad Street, London EC2N 1HZ, United Kingdom. Registered in England and Wales. Clerical Medical Financial Services Limited is authorised and regulated by the Financial Services Authority,
with FSA Register number 142779.
19445
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