Executive Wealth Account

Potential and flexibility

An investment account for your clients present needs and future plans

The Executive Wealthbuilder Account gives your clients the flexibility to create an investment that suits their current situation, and to adapt it as their circumstances change.

They are free to decide how much to invest and when (subject to minimum amounts). Your clients don’t have to commit to a specific term for regular contributions and they can increase, decrease or stop these at any time. In addition, they can make one-off or regular withdrawals, giving you access to their money when they need it.

The EWA allows your clients to consolidate their investments in one place and to switch easily between funds, free of charge.  It offers a choice of over 370 funds from leading fund managers, covering a wide range of asset classes, sectors and currencies. Assets are held in the politically stable and tax-efficient Isle of Man, so any growth on their investment will be virtually free from tax, subject to any withholding tax payable.

For more information, download the product brochure below:

The information provided on this page is not intended to offer advice. It is based on Old Mutual International's interpretation of the relevant law and is correct at the time of publication. While we believe this interpretation to be correct, we cannot guarantee it. Old Mutual International cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained on this page.

Past performance is no guarantee of future returns. The value of the investments and the income from them can go down as well as up and the investor may not get back the amount invested. Where a transaction involves more than one currency the investor may be exposed to the risk of currency fluctuations.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.