How the service works.

Anyone who owns an offshore investment portfolio with
Life Companies:

• AIG Life International Ltd (closed to new business: existing policy holders only)
• AXA Isle of Man Limited
• Canada Life International Limited
• CMI Insurance Company Limited
• Friends Provident International Limited
• Hansard International Limited
• IntegraLife International Limited [Transact]
• Isle of Man Assurance Limited
• Royal London 360 Insurance Company Limited
• Royal Skandia Life Assurance Limited
• Zurich International Life Limited

You may or may not know you have the opportunity to nominate an external Portfolio
Manager. This is a very simple process. We complete the paperwork on your behalf.

This then allows us to deal with your bond provider direct. Once in place you will be contacted by your portfolio manager. Who will welcome you to the service.
Once in place we monitor client’s portfolios on an individual basis. Including tracking each individual holding 24/7.This allows us to ensure maximum returns on portfolio for clients.

Any change of fund or direction can be implemented very quickly. We email you our
recommendation; on receipt of your confirmation by return email we send the instruction to your bond provider. If you wish to discuss the recommendation, you have the opportunity to request a telephone call from your portfolio manager. He or she will be happy to explain the rationale behind the recommendation.

Similarly if you wish to speak to your portfolio manager at any time you can.
Increase the returns from your portfolio contact us today.

Contact info@personal-portfolio-management.com

 

 

Note: Please be aware this is not an offer or solicitation for brokerage service, investment advisory services, or other product or services in any jurisdiction where we are not authorized to conduct investment business or where such offer or solicitation would be contrary to the securities or local laws and regulations of that jurisdiction.

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