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Products and solutions

Which investment and savings solution you choose for your client will depend on their hopes and aims for the future.

We believe that you have an important role to play in helping your clients to define their needs. For example, do they want to:

  • save money in a tax-efficient environment?
  • plan for any inheritance tax liability?
  • simplify Common Reporting Standard reporting?
  • consolidate multi jurisdictional assets?
  • transfer wealth to their next generation?
  • protect their assets for the benefit of their dependants?

Once they’ve decided what they want to achieve, we provide a range of bespoke products based on their needs.

Investment Account

A portfolio bond for non accredited investors with an initial investment of S$100,000.

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Executive Investment Account

An open architecture portfolio bond for accredited investors with an initial investment of S$100,000.

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Silk Life Plan

A variable universal life for accredited investors which provides a high level of life cover with an initial investment of S$350,000.

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Flexible Investment Account

The Flexible Investment Account from Old Mutual International Isle of Man Limited is a unit-linked life assurance policy which does not have a set term.

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