Sponsors

Britannia International is the offshore subsidiary of Britannia, one of the top UK building societies. Based in the Isle of Man, Britannia International is celebrating its 20th anniversary in 2008 and currently answers the savings needs of over 14,000 clients around the world.

Twice a previous winner of the International Investment Best Structured Product Provider Award, Britannia International is best-known to intermediaries for its innovative range of guaranteed capital products such as the Optimum Growth Bond series. Britannia International is licensed by the Isle of Man Financial Supervision Commission for Banking and Investment Business. Britannia - Second in the Sunday Times 20 Best Big Companies to work for in the UK

Canada Life International was established in 1987 and is based in the Isle of Man, a jurisdiction recognised for its stable government, strong regulatory controls and policyholder protection measures. Canada Life International continues to receive strong ratings from specialist agencies in relation to financial strength, unit-linked business and commitment to service.

Since formation, Canada Life International has continually developed expertise in providing wealth management solutions for UK and international clients alike. With assets under administration of £4.7bn (as at 30/06/2007) Canada Life International works in close partnership with some of the world's largest investment specialists

CMI Insurance Company Limited (CMI) is Clerical Medical’s specialist offshore insurance company. Set up in 1987, CMI Insurance Company is one of the longest established offshore providers with over 20 years of offshore expertise.
We believe superior service is the key to building lasting relationships so you and your clients will have a single named point of contact for all your new business and administration queries.

Financial Strength
Clerical Medical is part of the HBOS Group, created when the Halifax and Bank of Scotland Group merged in 2001. HBOS is the UK's largest mortgage and savings provider with around 23 million customers and has the largest private shareholder register in the UK with around 2 million private shareholders.
Being part of the HBOS group means that we have significant financial strength, combined with the integrity and stability you would expect from a long-established financial specialist.
Product offerings (UK, Channel Islands and Isle of Man)
CMI Global Investor – an offshore, single premium portfolio bond offering virtually unlimited fund choice. CMI Corporate Investor – an offshore, single premium bond designed specifically for the corporate investor. A range of Trust plans including Gift Trust, Loan Trust and Discounted Gift and Income Trust.

HSBC Investments is the core global investments solutions and client-service platform of HSBC, specialising in working with clients or heir advisors to design and deliver bespoke investment solutions. Through its network of offices in over 20 countries around the world, HSBC Investments develops strong relationships with corporates, institutions and financial intermediaries of all sizes and types. HSBC Investments leverages all investment capabilities of HSBC. It also accesses the investment skills of the whole market through its fast-growing Multimanager capability, a core investment capability of HSBC Investments.

Founded in June 2000 by John Duffield, New Star is an investment management company committed to offering investors superior performance across a broad range of asset classes, from equities and bonds to more specialist areas such as property.

As a genuinely active fund management company, we maintain an environment in which the finest fund managers can focus on making investors richer, with as much freedom to invest as possible, subject always to rigorous monitoring, control and compliance. Our fund management team comprises some of the most talented and experienced fund managers in the industry and we also devote time and energy to developing the skills of younger investment professionals. New Star is, however, more than just a collection of talented individuals. Our culture encourages our investment teams to share and debate stock ideas within a dynamic and free-thinking environment.

Prudential International is part of the Prudential Group, one of the UK’s largest and best-known financial services organisations. As a group, Prudential has been managing money for over 150 years. It has over £260 bn in funds under management (at 30 June 2007).

Product Offerings

Prudence Portfolio Bond offers a wide choice of funds, such as unit trusts, OEICs and SICAVs, with a flexible charging structure. International Prudence Bond provides a range of risk-graded unit-linked funds, from Prudential and other leading fund managers, including PAC with-profits funds available in Sterling, Euro and Dollar.

Flexible Protection Bond and Flexible Life Plan are our single and regular premium whole of life protection plans. Both offer a selection of investment funds and a single or joint life basis. All the funds available for our products grow largely tax-free. We also offer a range of trusts for inheritance tax planning.

From its head office on the Isle of Man, Scottish Provident International Life Assurance Limited (SPILA) offers a selection of bespoke investment, trust and tax planning products to residents of the United Kingdom, Channel Islands, Isle of Man and Hong Kong.

Thousands of investors from all walks of life now invest offshore and the numbers are growing year by year. Today’s offshore investor demands a combination of investment choice, security and quality service. SPILA’s attractive range of products provide flexible solutions and are supported by experienced sales and servicing teams, effective marketing support and strong technical back up, allowing clients to plan for the future with confidence and security.

Standard Life International is an Irish life assurance company wholly owned by Standard Life Assurance Limited. Our impressive parent means that we attach a great deal of importance to excellent customer service and quality products. The Standard Life group of companies has been looking after its customers for over 180 years and has currently over 7 million people worldwide relying on them for their financial needs.

Our core product is the International Bond, a portfolio bond offering a wide range of investments with a clear charging structure and flexible commission options. We also offer a full range of trust-based options.

Morningstar, Inc. is a leading provider of independent investment research. The company’s mission is to create great products that help investors reach their financial goals. Morningstar offers an extensive line of internet, software, and print-based products for individual investors, financial advisors, and institutional clients. Morningstar is a trusted source for insightful information on UK and Offshore investment funds. With operations in 16 countries, the company currently covers more than 125,000 investment offerings worldwide.

Morningstar offers several products and services in the UK to advisors and institutions, including Morningstar® Advisor Workstation™, a comprehensive, Web-based investment planning system, and Morningstar Direct™, a set of Web-based research tools that combines advanced performance and holdings-based analysis with access to our proprietary statistics.