RL360 ° the perfect all-rounder. why 360°? Because it perfectly describes our all-round approach...
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Transcript of RL360 ° the perfect all-rounder. why 360°? Because it perfectly describes our all-round approach...
![Page 1: RL360 ° the perfect all-rounder. why 360°? Because it perfectly describes our all-round approach to providing superior investment, protection and tax-planning.](https://reader035.fdocuments.us/reader035/viewer/2022062410/5697bf941a28abf838c90790/html5/thumbnails/1.jpg)
RL360°
the perfect all-rounder
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whywhy
360°?360°?
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Because it perfectly describes our Because it perfectly describes our
all-roundall-round approach to providing approach to providing
superior investment, protection and superior investment, protection and
tax-planning solutions.tax-planning solutions.
A genuinely A genuinely globalglobal business, with an business, with an
experiencedexperienced workforce, that’s workforce, that’s
committed to a philosophy of always committed to a philosophy of always
‘going the extra mile’.‘going the extra mile’.
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all roundall round
visionvision
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Our philosophy is to focusfocus on
the needs of our customers…
…and deliver solutionssolutions
others may be too blinkered to see.
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financialfinancial
strengthstrength
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Our customers, and their financial
advisers, need a strongstrong and
reliablereliable partner, who has the
depth of understandingunderstanding to
help them protect their families over
the years to come.
RL360° enjoys financialfinancial and structural stabilitystability
following a management led
buyout in late 2013.The MBO was supportedsupported by private equity
company Vitruvian Partners, and further
strengthenedstrengthened through support from
MunichRe and an element of long term financing
from Royal London Group.
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offshoreoffshore
advantageadvantage
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Clients can get to hold onto more of their Clients can get to hold onto more of their
moneymoney and have access to a wider and have access to a wider
range of investment range of investment opportunitiesopportunities
than are available onshore.than are available onshore.
Investing offshore can give greater Investing offshore can give greater
scope for tax scope for tax efficiencyefficiency. .
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safetysafetywith strong foundationswith strong foundations
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In these turbulent financial times, finding a
safesafe and responsibleresponsible place for your
clients’ money is imperative.
The Isle of Man Isle of Man is an established
centre for offshore financial services –
where the needs of investors are taken
very seriously.
The Isle of Man has an impressive country
risk rating of AA1AA1 from Moody’sMoody’s
(as at December 2013).
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understandingunderstandingglobalglobal
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While based in the While based in the Isle of ManIsle of Man, ,
we operate in markets around the world.we operate in markets around the world.
From Asia to Africa, the Middle East to the From Asia to Africa, the Middle East to the
UK, Latin America to Europe, we have UK, Latin America to Europe, we have
created a created a globally-resourcedglobally-resourced
business that’s always attentive to business that’s always attentive to locallocal
conditions and preferences.conditions and preferences.
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solutions for a changing worldsolutions for a changing worldflexibleflexible
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No matter how our customers’
financial plans change...
our 360° 360° approach means our products
are as adaptableadaptable as they need to be.
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They range from protectionprotection to
investment investment and from taxtax to
estate planningestate planning...
supporting the various needs during each
individual’s investment life cycle.
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the perfect productthe perfect product
selectionselectionall in one placeall in one place
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For more sophisticated investors there’s our
portfolio bond, PIMSPIMS, which offers a vast
array of investment choicechoice, from cash
deposits to investment funds and from
specialist hedge funds to direct shares.
OracleOracle is a simple investment bond
where you can invest from just $32,000
into a specific, though wide, fund range.
Single premiumSingle premium
For international clients with a lump sum
to invest, we offer 2 choices2 choices.
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QuantumQuantum and ParagonParagon offer direct
investment into a quality fund range, with no
initial charges, no spreads and no switching
fees, and with generousgenerous bonuses built in.
Your clients may be internationallyinternationally
mobile, but want a stable, unfussy way to save.
Regular savingsRegular savings
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Many clients wish to protect protect their
families against the severe loss of income
that could follow unexpected death or
critical illness.
Our solution is LifePlanLifePlan – which from
just $200 per month gives clients the peace of
mind that comes from comprehensivecomprehensive
coverage, at no extra cost.
ProtectionProtection
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planning for theplanning for the
long-termlong-term
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We are all challenged by the age-old We are all challenged by the age-old
conundrums of how to conundrums of how to pass on pass on our our
money as money as tax-efficientlytax-efficiently as possible, as possible,
to the right people, at the right time. to the right people, at the right time.
You’ll be You’ll be delighteddelighted to hear we can to hear we can
help. And, to make you even more help. And, to make you even more
delighted, it’s award-winning help.delighted, it’s award-winning help.
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We offer a wide range of We offer a wide range of truststrusts to be used to be used
in conjunction with our products and have in conjunction with our products and have
an experienced and highly an experienced and highly qualifiedqualified
technical team to help advisers with tax technical team to help advisers with tax
planning issues.planning issues.
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our clients are at theour clients are at the
heartheartof everything we doof everything we do
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Without our clientsclients we
wouldn’t have a business...
...so we continually investinvest and add
to our range of customer services,
technical developments and tax
planning solutionssolutions.
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Our intention is to benefitbenefit our
customerscustomers both today, and
for generations to come.
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means going the extra milemeans going the extra milesuccessucces
ss
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With a sound heritage heritage and a global
presence, we can take that all-important,
all-roundall-round view of individual
finances.
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We have an all-round perspectiveperspective and
experienceexperience that comes from working
with some of the most financially savvy and
demanding clients and advisers, to be found
at all points of the compass.
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building betterbuilding better
relationshipsrelationships
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We aim to become your offshore We aim to become your offshore
provider of choice.provider of choice.
We look forward to doing We look forward to doing
business with you.business with you.
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Important notes
• For financial advisers only. Not to be distributed to, nor relied on by, retail clients.
• For further information on our products please refer to the relevant Product Brochure and the Key Features document, which can be viewed at www.rl360.com.
• Our products are not available to residents of the USA and may be unavailable to residents of other countries.
• Investors receive the protection of the Isle of Man’s Life Assurance (Compensation of Policyholders) Regulations 1991. We reserve the right to adjust the returns from the investments to cater for any levy or charge made on us under these regulations or similar legislation.
• Please note that every care has been taken to ensure that the information provided is correct and in accordance with our understanding of current law and Her Majesty’s Revenue and Customs’ (HMRC) practice . You should note however, that we cannot take upon the role of an individual taxation adviser and independent confirmation should be obtained before acting or refraining from acting upon the information given. The law and HMRC practice are subject to change.
• RL360 Insurance Company Limited (registered in the Isle of Man number 053002C). Registered office: RL360 House, Cooil Road, Douglas, Isle of Man, IM2 2SP, British Isles. RL360 Insurance Company Limited is authorised by the Isle of Man Government Insurance and Pensions Authority. A member of the Association of International Life Offices.
PRES002a 02/13