FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Brochures and Sales Aids

  • About our UK Portfolio Bond Range (adviser guide)

    The adviser guide provides information on our UK portfolio bond range and will help you choose the right bond for each individual client as well as trustees or businesses.

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  • International Portfolio Bond - at a glance - Life Assurance version

    This at a glance document highlights the main features of the International Portfolio Bond - Life Assurance version.

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  • Defined range of assets

    The following assets are to be used in conjunction with charging structures that waive Telegraphic Transfer charges and dealing fees.

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  • 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

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  • 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

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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.