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.