Executive Investment Account

Investment freedom through wider choice

Our Executive Investment Account can help you manage your clients' worldwide assets easily and efficiently. International Life Awards 2016 winner, Singapore, best single premium investment productDesigned 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.

The information provided on this page is not intended to offer advice. It is based on Old Mutual International's interpretation of the relevant law and is correct at the time of publication. While we believe this interpretation to be correct, we cannot guarantee it. Old Mutual International cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained on this page.

Past performance is no guarantee of future returns. The value of the investments and the income from them can go down as well as up and the investor may not get back the amount invested. Where a transaction involves more than one currency the investor may be exposed to the risk of currency fluctuations.

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.