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Convenience and portability

Convenience

The benefits of having a clear and understandable investment product is not to be undervalued. The products available in the market place may appear confusing to you if you are not familiar with the companies, laws, taxes or even languages.

Our investment products are designed with flexibility in mind. You can look at your policy valuations online whenever it is convenient for you through our secure client centre/client extranet. You also have the option to make regular, lump-sum payments, switches and withdrawals quickly and easily with the help of your financial adviser*.

Online tools to make investing easier

Wealth Interactive is the name of our online service, designed to make managing your investment easier. As well as giving you sight of your investments' activities, it allows both you and your financial adviser to carry out transactions online*.

You can:

  • manage your policy and personal details
  • create or update withdrawals
  • review your investments following discussion with your adviser.

Some actions can have tax implications for you, or incur charges, so you should always discuss your investment with your adviser before taking any action.

*Subject to product specification and terms; please check with your financial adviser.

Portability

If you live or work overseas, or are thinking of moving abroad in the future, investing through an international jurisdiction may have its benefits. For starters, it gives you the flexibility of an investment solution that can adapt and move with you as circumstances change. Remember though that there may be restrictions in certain countries so please check with your financial adviser.

Go to the links in the icons below to find out more about some of the potential benefits.

Convenience and portability   Protection, control and security Diversity   Diversity Tax planning   Tax planning

The value of investments can fall as well as rise and investors may not get back what they put in.

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