FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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  • Compass Portfolio brochure

    In this brochure, we will explain what exactly is meant by investment risk, explain how the Compass Portfolios work and give you some background on the highly experienced team that manages them. This brochure needs to be read together with the relevant Old Mutual International Product brochure.

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  • Leaving the UK - but are they leaving UK taxes?

    When clients leave the UK, either permananently or for at least a full tax year, they expect to leave behind their liability for UK taxes. 

    This document is for financial adviser use only. 

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  • Q&A relating to changes to adviser charging on offshore bonds in the UK

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  • US & UK estate tax planning

    This document gives a detailed comparison of the rules governing non UK/US resident/domicile investors with situs assets.

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  • Your two step guide to setting up an OMI Excluded Property Trust

    Client-facing guide explaining how to set up an Old Mutual International Excluded Property Trust.

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  • Investing through volatile times – riding the turbulent seas of fortune

    The document show our top seven principles of investing. 

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  • Investment and retirement planning for future South African residents

    A client-facing item discussing investment and retirement planning for future South African residents.

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  • Determining your liability to tax in India

    This sales aid is for non-resident Indian clients, intending to return to India, and looks at considerations for determining their liability to tax in India. 

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  • Possible Trust Solutions

    This sales aid will help you find the right trust solution for your client.

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  • Non-UK domicile planning opportunities

    This document looks at the changes to rules for the non-UK domiciled before April 2017. 

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  • International pension solutions for US non-residents

    This document considers an investment scheme for retirement designed especially for US non-residents.

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  • NRI estate planning

    A client-facing guide to using an offshore bond for estate planning for non-resident Indian investors.

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  • Taxation of an offshore life assurance policy purchased outside of Israel by an Israeli resident

    An explanation of the taxation of an offshore life assurance policy purchased outside of Israel by an Israeli resident.

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  • Taxation of an offshore life assurance policy for your UK resident Israeli clients, returning to Israel

    An explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, returning to Israel.

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  • Taxation of an offshore life assurance policy for your non-Israeli resident clients returning to Israel

    An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients returning to Israel.

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  • Why invest in the Isle of Man?

    This document looks at the key reason why the Isle of Man is a secure harbour for global investors. 

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  • Origin of wealth guidelines

    This document does not give guidance on where Old Mutual International can accept business from. It should only be used as guidance for financial crime risk purposes. For example, Old Mutual International may be able to accept premiums from a country listed in this document, but might not accept business from a resident of that country. If you have any questions regarding acceptance of business from a particular country then you should contact your Old Mutual International sales consultant.

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  • Why Old Mutual International Ireland?

    Adviser sales aid promoting the benefits of investing with Old MUtual International Ireland. The sales aid includes a helpful sales matrix showing products and regional splits.

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  • Origin of Wealth - what you need to know

    What you need to know when completing this section of the application form. 

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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.