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SALES AIDS

  • NRI estate planning

    A client-facing guide to using an offshore bond for estate planning for non-resident Indian investors.

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  • Award-winning sales aid

    And the winners are...
    ...our customers! 

    This sales aid highlights the latest awards Old Mutual International have won. 

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  • Investing through volatile times – riding the turbulent seas of fortune

    The document show our top seven principles of investing. 

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  • Your two step guide to setting up an OMI Excluded Property Trust

    Client-facing guide explaining how to set up an Old Mutual International Excluded Property Trust.

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  • Taxation of an offshore life assurance policy purchased outside of Israel by an Israeli resident

    An explanation of the taxation of an offshore life assurance policy purchased outside of Israel by an Israeli resident.

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  • Taxation of an offshore life assurance policy for your UK resident Israeli clients, returning to Israel

    An explanation of the taxation of an offshore life assurance policy for your UK resident Israeli clients, returning to Israel.

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  • Taxation of an offshore life assurance policy for your non-Israeli resident clients returning to Israel

    An explanation of the taxation of an offshore life assurance policy for your non-Israeli resident clients returning to Israel.

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  • Investment and retirement planning for future South African residents

    A client-facing item discussing investment and retirement planning for future South African residents.

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  • Origin of Wealth - what you need to know

    What you need to know when completing this section of the application form. 

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  • International pension solutions for US non-residents

    This document considers an investment scheme for retirement designed especially for US non-residents.

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  • Non-UK domicile planning opportunities

    This document looks at the changes to rules for the non-UK domiciled before April 2017. 

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  • Leaving the UK - but are they leaving UK taxes?

    When clients leave the UK, either permananently or for at least a full tax year, they expect to leave behind their liability for UK taxes. 

    This document is for financial adviser use only. 

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  • Why invest in the Isle of Man?

    This document looks at the key reason why the Isle of Man is a secure harbour for global investors. 

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  • UK residential property and the International investor

     

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  • The Super Six: Benefits of an offshore bond for UK expatriates

    This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

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  • Portfolio Risk Profiler (OMI)

    To calculate your client attitude to risk, they should fill out this questionnaire. The resultant risk score will vary from one to five, with one being the lowest risk and five the highest risk.

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  • OMI bonds owned by individuals becoming Australia residents

    This document is an overview of the taxation of Old Mutual International bonds owned by an individual who returns or moves to Australia and becomes Australian resident.

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  • FATCA - Questions and Answers

    This document provides you with an overview of the FATCA and the Crown Dependency agreements and the potential impact on Old Mutual International Isle of Man Limited, Old Mutual International Ireland dac and ('Old Mutual International Compamies') as financial institutions, and our policy/account holders.

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  • Origin of wealth guidelines

    This document does not give guidance on where Old Mutual International can accept business from. It should only be used as guidance for financial crime risk purposes. For example, Old Mutual International may be able to accept premiums from a country listed in this document, but might not accept business from a resident of that country. If you have any questions regarding acceptance of business from a particular country then you should contact your Old Mutual International sales consultant.

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  • Determining your liability to tax in India

    This sales aid is for non-resident Indian clients, intending to return to India, and looks at considerations for determining their liability to tax in India. 

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  • US & UK estate tax planning

    This document gives a detailed comparison of the rules governing non UK/US resident/domicile investors with situs assets.

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