Executive boardroom at twilight
Flexible Plans

International investment plans designed to help you reach your goals.

With our clients always in mind, our unit-linked plans are designed to provide financial growth opportunities tailored to meet their financial objectives.

What It Means

What flexible means for you.

Our flexible plans have been designed to give you more freedom and control over your plan, through a series of benefits that will allow you to make your own unit allocations and make changes to your plan according to your needs. These plans have a flexible structure with fewer restrictions while offering greater potential for growth.

However, these plans involve active monitoring and market knowledge to maximize the benefit of the plan. They give you the possibility of structuring a customized unit-linked portfolio that suits you.

Asset Managers

Access to the world's leading asset managers through our performance benchmarks.

Through our Flexible plans, clients not only enjoy the freedom to create their own unit allocations, but also benefit from recognized asset managers with proven results and industry expertise. Their sophisticated research and analytics capabilities, along with proven track records, provide our participants access to the investment performance of some of the best asset managers in the world.

BlackRock
iShares by BlackRock
Vanguard
Franklin Templeton
MFS
Invesco

Logos and trademarks are the property of their respective owners. Their use is for informational purposes only and does not imply endorsement or affiliation. The daily closing values of funds or indices are notionally linked to the policy solely for purposes of calculating account value. Plan participants do not own the underlying assets.

Plans

Solutions designed to meet every need.

Our plans provide a range of benefits designed to help clients address financial planning needs and design a future that includes themselves, their families, and their loved ones.

Single Lump Sum Contribution

MaxCap Series

Maximum flexibility and control.

A flexible lump-sum plan which allows clients to create their own portfolio of unit allocations from a variety of performance benchmarks.

Key Features
  • Available in 3 currencies: USD, EUR, and GBP
  • Plan maturity of 5 or 10 years
  • Selection of up to ten (10) funds
  • Access to your funds via partial surrenders at any time
  • Up to 12 fund switches per year at no charge
Regular Savings

Prime Series

Freedom and choice.

A regular savings program offering potential for growth and allowing you to adjust unit allocations to meet life's changing needs.

Key Features
  • Available in 3 currencies: USD, EUR, and GBP
  • Medium- to long-term maturity plan options of 5, 15, or 25 years
  • Selection of up to five (5) funds
  • Extra allocation bonuses to boost your savings
  • Up to 12 fund switches per year at no charge