Investment freedom through wider choice
Our Executive Investment Account can help you manage your clients' worldwide assets easily and efficiently. Designed for the international investor, it is an investment-linked life assurance policy whose primary use is not for protection, but as an offshore investment account.
The Executive Investment Account allows you to construct a global portfolio that’s right for your clients, without being restricted to a particular fund management company, asset class, geographic region or currency. It also allows your clients to transfer across any existing assets, allowing them to consolidate, view and manage their investments in one place.
Assets are held in the politically stable and tax-efficient Isle of Man, so any growth on your clients' investment will be virtually free from tax, subject to any withholding tax payable.
The Executive Investment Account is available to Accredited Investors* only.
*The Executive Investment Account is only available to accredited investors as defined by the Securities and Futures Act (Cap.289) of Singapore. Currently this means an individual investor having either an income of not less than S$300,000 or foreign currency equivalent in the last 12 months, or personal net assets of not less than S$2 million or foreign currency equivalent. For corporate investors the company must have assets of at least S$10 million or foreign currency equivalent.
For more information, download the product brochure below:
Policy Terms and Conditions:
These are our current terms and conditions, if you are a new customer these are our standard conditions. If you decide to apply for a contract with us/or already have a contract with us then the terms that apply to your contract will be confirmed to you.