FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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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.

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