FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Greater investment freedom

The Investment Account from Old Mutual International Isle of Man Limited, can help you manage your clients' assets easily and efficiently. Designed for the international investor, it is an investment-linked life assurance policy and its primary use is as an offshore investment account and not for protection.

The Investment Account could be suitable for customers who:

  • are an individual, a company or a trust
  • are aged between 18 and 89
  • are looking to invest at least S$100,000/US$75,000/£50,000/€75,000 or currency equivalent by cash or transferring assets* in specie as premium in kind
  • plan to invest over the medium- to long-term
  • want to accumulate or preserve wealth and plan for intergenerational wealth transfer
  • want to have the flexibility to access their investment
  • want to have access to a wide range of assets such as Monetary Authority of Singapore (MAS) authorised or recognised collective investment schemes, shares traded on major stock exchanges, and fixed interest securities*
  • understand the associated risks of investing
  • want to have the ability to appoint an investment adviser representative *.

 *Subject to our approval

The Investment Account is not suitable for customers who:

  • have no other savings or investments
  • are new to investing and are not comfortable in making investment decisions
  • are not happy to accept the risk of potential investment losses and are looking for guaranteed investment return
  • require instant access to their money
  • want to have access to assets that are not authorised or recognised by MAS.

Award-winning interactive online wealth management service

Both you and your clients can benefit from our award-winning innovative online service called Wealth Interactive that powers our Portfolio Bonds. Please click here for further information.

Supporting your sales of this flexible investment solution

To help you and your clients benefit from this investment solution, we’ve prepared a suite of supporting documents, including:

For all other application forms and other documents, please refer to the literature library. Contact your Sales Consultant to discuss how this could be the right product for your clients.

If you are looking for historic product literature, please contact us using the details on the contact us page.

 

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.