FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

Consumer
Share
  • International Portfolio Bond - Reasons Why for the Individual Investor

    This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your UK resident clients. You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendations comply with the rules and guidance issued by your regulatory body. Old Mutual International Isle of Man Limited cannot accept any responsibility in this respect

    Download
  • International Portfolio Bond - Reasons Why for the trustee investor

    This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your UK resident clients. You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendations comply with the rules and guidance issued by your regulatory body. Old Mutual International Isle of Man Limited cannot accept any responsibility in this respect

    Download
  • European Portfolio Bond - Reasons Why for the individual investor

    This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your UK resident clients. You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendations comply with the rules and guidance issued by your regulatory body. Old Mutual International Ireland Limited cannot accept any responsibility in this respect. The information provided in this document is not intended to offer advice. 

    Download
  • European Wealth Bond - Reasons Why Document

    This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your UK resident clients. You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendations comply with the rules and guidance issued by your regulatory body. Old Mutual International Ireland dac cannot accept any responsibility in this respect. The information provided in this document is not intended to offer advice. 

    Download
  • Best Start in Life Trust - Reasons Why Document

    This document suggests some of the reasons that you may wish to incorporate within your recommendation letters for your UK resident clients, who wish to use an Old Mutual International Best Start in Life trust for an Old Mutual International offshore bond. This should be used in conjunction with the appropriate offshore bond ‘Reasons Why’ document.

    You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendation letters comply with the rules and guidance issued by your regulatory body. Old Mutual International cannot accept any responsibility in this respect.

    Download
  • Absolute Trust - Reasons Why Document

    This document suggests some of the reasons that you may wish to incorporate within your recommendation letters for your UK resident clients, who wish to use an Old Mutual International Absolute trust for an Old Mutual International offshore bond. This should be used in conjunction with the appropriate offshore bond reasons why.

    You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendation letters comply with the rules and guidance issued by your regulatory body. Old Mutual International cannot accept any responsibility in this respect.

    Download
  • Loan Trust - Reasons Why Document

    This document suggests some of the reasons that you may wish to incorporate within your recommendation letters for your UK resident clients who wish to use an old mutual international loan trust for an Old Mutual International offshore bond.

    You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendation letters comply with the rules and guidance issued by your regulatory body. Old Mutual International cannot accept any responsibility in this respect.

    Download
  • Retained Interest Trust - Reasons Why Document

    This document suggests some of the reasons that you may wish to incorporate within your recommendation letters for your UK resident clients, who wish to use an Old Mutual International trust for an Old Mutual International offshore bond. This should be used in conjunction with the appropriate offshore bond reasons why.

    You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendation letters comply with the rules and guidance issued by your regulatory body. Old Mutual International cannot accept any responsibility in this respect.

    Download
  • Discounted Gift Trust - Reasons Why Document

    This document suggests some of the reasons that you may wish to incorporate within your recommendation letters for your UK resident clients who wish to use an Old Mutual International Discounted Gift trust for an Old Mutual International offshore bond. You will, of course, need to relate these to your clients’ own circumstances. You are responsible for ensuring your recommendation letters comply with the rules and guidance issued by your regulatory body. Old Mutual International cannot accept any responsibility in this respect.

    Download

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.