FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Qualifying Policies

Corporate protection

Extending the term of a MIP - What are the options?

This guide aims to provide the information you need to provide the right advice to clients who have been given the option to extend the term of their OMW Maximum Investment Plan.
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Changes to qualifying policy rules

The Budget on 21 March 2012 introduced important changes to tax rules around qualifying policies. Here is a summary of the changes and how they affect new and existing policies.
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Qualifying policy rules

This article looks at the main Qualifying Policy rules and conditions that must be met in order to retain the tax advantages associated with qualifying policies.

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.