FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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BROCHURES AND SALES AIDS

  • Managed Pension Account client brochure - the future starts now

    Client brochure promoting the benefits of the Managed Pension Account.

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  • Managed Pension Account - at a glance - redemption version

    This at a glance document highlights the main features of the Managed Pension Account - redemption version.

    You can use this version in all regions exept North East Asia and South East Asia.

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  • Managed Pension Account - at a glance - life assurance version

    This at a glance document highlights the main features of the Managed Pension Account - life assurance version.

    You can use this version in all regions exept North East Asia and South East Asia.

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  • Managed Pension Accout - at a glance - life assurance version (RoW Asia Version)

    This at a glance document highlights the main features of the Managed Pension Account - life assurance version.

    This document is for use in North East Asia and South East Asia only.

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  • Explaining the myth of capital units

    When recommending a savings plan, you want to make sure your clients fully understand the charges that may apply.

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  • Flexibility when priorities change

    Flexibility when priorities change - we like your client to get the most from their savings, and are committed to help them achieve their objectives for future prosperity.

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  • Ensuring Investment Growth

    Ensuring investment growth benefits your clients - We are committed to giving clients value for money and ensuring that investment growth really works in their favour. Our MSA and MPA stand out from the crowd by design - they do not use initial units, but instead feature a bid/offer spread.

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  • Sample Illustration – MSPA

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