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Investment Freedom

The Executive Bonds from Old Mutual International Isle of Man Limited, provides the freedom to build your clients wealth by investing in a wide range of assets with plenty of potential for capital growth.

The Executive Bonds can provide significant investment freedom by spreading and varying investments across a wide range of funds and/or different assets as your clients wish according to their financial goals and attitude to risk. Your clients can also transfer in or consolidate other existing investments* and switch assets or funds.

With the Executive Bond clients can:

  • invest a lump sum of $75,000/£50,000/€75000 or more (or currency equivalent)
  • add extra lump sums of at least $3,750/£2,500/€3750 (or currency equivalent)
  • take advantage of investment opportunities from many of the world’s leading fund managers and major stock exchanges
  • enjoy flexible access to their capital including an option to take regular withdrawals
  • change assets to update their portfolio and keep in step with developments in their life
  • reduce paperwork and monitor their investment easily, keeping all their investments in a single bond
  • monitor performance and carry out transactions online through Wealth Interactive, our award-winning online wealth management service. Please click here for further information.

*subject to our approval.

Supporting product literature

To help you and your clients benefit from this fantastic opportunity, 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 Representative or e-mail 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.

This product may not be available in certain countries within this region – please speak to your Old Mutual International Sales Representative for more information.

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.