Wider possible investment opportunities
Our Investment Account can help you manage your clients' assets easily and efficiently. Designed for the investor, it is an investment-linked life assurance policy whose primary use is not for protection, but as an offshore investment account.
The Investment Account allows your clients to construct their own portfolio, as long as the funds meet the requirements of the Monetary Authority of Singapore (MAS)*. It enables your clients to invest in a wide range of assets, in any major 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.
*Investment Account is available for non-accredited investors. Investors can select any asset under Collective Investment Schemes that are authorised by MAS or recognised under section 286 and 287 of the SFA (Cap 289), and any assets that approved by Old Mutual International as well.
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.