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FOR FINANCIAL ADVISERS ONLY

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Barclays

Portfolio Bond promotional material

About our UK Portfolio Bond range for retail clients (1 mb)

Irish Bond using Manx Law:

European Portfolio Bond - Life application for individual investors - Barclays clients (168 kb)
European Portfolio Bond - Life application for trustee investors - Barclays clients (5.6 mb)
Key features of your Old Mutual International Ireland European Portfolio Bond - Life (1.2 mb)

Unlocking the secrets of intelligent investing - client brochure (821 kb)

European Portfolio Bond – Life at a glance (50 kb)

Isle of Man Old Mutual International Bond:

International Portfolio Bond for the individual investor for Barclays clients (185 kb)
International Portfolio Bond for the trustee investor (175 kb)
International Portfolio Bond - Life at a glance (49 kb)
International Portfolio Bond - Redemption at a glance (49 kb)
Key features of your Old Mutual International Portfolio Bond (186 kb)

DGT and Loan Trust Paperwork for Isle of Man Cases: 

Discounted Gift Trust with a International Portfolio Bond application (for use with bare and discretionary versions) (145 kb)
Discounted Gift Trust with a International Portfolio Bond guidance notes (for use with bare and discretionary versions) (81 kb)

Forms:

Request for Old Mutual International or Old Mutual International Ireland to appoint authorised custodian(s) (59 kb)
Request for Old Mutual International or Old Mutual International Ireland Appointing a discrectionary asset manager (on an advisory or discretionay authority) (50 kb)
Applicant declaration for Old Mutual International Ireland concerning request for applicable law (14 kb)

Trust deeds

Discretionary Trust Deed (Manx Law - Settlor included) (103 kb)

Discretionary Trust Deed (Manx Law - Settlor Excluded) (759 kb)
Absolute Trust Deed (Manx Law) (100 kb)
Loan Trust Deed - (Manx Law - Discretionary version) (107 kb)
Loan trust deed (Manx Law – Bare version) (102 kb)
Discounted Gift Trust Deed (Manx Law - Bare version) (139 kb)
Discounted gift trust deed (Manx Law - Discretionary version) (133 kb)
Old Mutual International Ireland Discretionary Trust Deed (Manx Law - Settlor excluded) (104 kb)
Loan Trust Deed (Manx Law - Discretionary Version) Limited Liability (757 kb)

Support material

Where to find information about units and funds linked to your Old Mutual International Ireland policy (48 kb)

If you require further information please click here to find your Old Mutual International consultant's contact details. 

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