Canada Life International Limited (CLI), established 30 years ago, remains one of the leading offshore providers with assets under administration of £14.3bn (as at 31 March 2017). CLI is the only offshore insurer to maintain a five-star AKG Annual Financial strength rating for 14 consecutive years. Through CLI Institutional Limited, institutional and UHNW clients have a level of policyholder protection that is not otherwise available in the UK offshore market. In 2015, CLI also completed the acquisition of Legal and General International (Ireland). This has enhanced the choice available to UK investors by providing them with a choice of jurisdictions within one compelling offshore proposition.

Product Offerings

Canada Life International Limited (CLI) offers a wide range of regular and single premium investment bonds, tax and estate planning solutions and whole of life protection solutions. Our investment options include full open architecture, links to over 40 platforms and over 150 discretionary investment managers as well as over 150 internal linked funds. Our team of technical specialists offer more than 200 years of experience in taxation, trusts, estate planning and pensions between them. In addition, we publish and back our service standards with a no quibble, non-performance penalty system.

Custodian Life Limited is a life insurance company incorporated and regulated in Bermuda. Custodian Life was built with both the client and the adviser in mind, with compliance and transparency being key. Custodian Life is registered under the Insurance Act 1978 and the Segregated Accounts Companies Act 2000. The company is under supervision of the Insurance Department within the Bermuda Monetary Authority. We modernise in many ways a very conservative insurance industry. We see it as our mission to be one of the first insurance companies that actively works to be transparent into cost, quality and services delivered. We link the traditional view with the use of state-of-the-art online trading platforms with both informative and trading facilities.

Product offering

We offer one product, our Exclusive Investment Bond (EIB), with 100% flexibility to offer our clients tailored solutions. – Offshore stability and tax benefits – Strong policyholder protection – State-of-the-art trading platforms – Transparent and accountable Custodian Life has partnered with Saxo Bank to enable our clients to trade 30,000+ instruments in one margin account via an award-winning trading platform. Clients can trade 30 burses, commodities, futures, 3,800 CFDs and FX within their EIB.

Friends Provident International (FPI) provides competitive life assurance, pensions and investment products for Asia, Middle East, UK and other selected markets. It is a leading financial services provider, with a reputation of trust, commitment and integrity, offering financial solutions to customers throughout their lives. Friends Provident International has over 35 years’ international experience, and is part of the Aviva group, which has a heritage that dates back over 300 years.

Product Offerings

FPI offers a range of products and value-added services which meet the needs of offshore investment. This includes a team of dedicated sales consultants on hand to support advisers, and access to a highly experienced technical team who provide an invaluable source of tax, trust and estate planning information. Coupled with a comprehensive range of product literature, supporting tools and access to leading fund platforms means advisers have everything they need to help discussions with their global expatriate and domestic affluent clients. Receptive to the changing requirements for financial solutions that are both flexible and transportable, FPI continues to deliver sophisticated products backed by expert knowledge.

Generali Worldwide is a wholly owned subsidiary of the Generali Group. Founded on the strength of this international presence and wide-ranging expertise, Generali Worldwide specialises in offering life insurance-based wealth management and employee benefit solutions to a global audience, including multinational organisations, international expatriates and local resident populations in licensed territories.

The company’s head office is based in Guernsey, a premier international financial centre, and is a registered insurer under the Insurance Business (Bailiwick of Guernsey) law, 2002 (as amended). It is also an authorised insurer in the Bahamas, British Virgin Islands, Cayman Islands, Hong Kong, Jersey and Singapore.

Product Offerings

A range of individual unit-linked regular and single premium-based savings, retirement and investment plans and an open-architecture portfolio bond along with group retirement and savings products, group life and disability and healthcare products.

Hansard International has been providing innovative financial products and services for international clients since 1987 and forms part of Hansard Global plc, which is listed on the London Stock Exchange. We administer assets of over $1bn for 528 financial advisor businesses with over 40,000 client accounts in over 155 countries. The Hansard Group is substantially capitalised to satisfy operational, regulatory and reasonable contract holder expectations. The Group’s capital is held with a wide range of deposit institutions and in highly-rated money market liquidity funds.

Product Offerings

Our products are designed to appeal to affluent international investors, institutions and wealth-management groups. They are distributed exclusively through independent financial advisors and the retail operations of financial institutions.

Our network of account executives provides local language-based support services to financial advisors in key territories around the world, supported by our multi-language online platform, Hansard OnLine.

Fundamental to the success of Hansard OnLine is the close working relationship that we maintain with our brokers and clients, resulting in an online solution that we can be confident meets their respective needs.