AXA Isle of Man

 

AXA Isle of Man Limited operates from the secure, tax efficient environment of the Isle of Man and is the specialist offshore company within the AXA Group. Established in 1992, AXA Isle of Man's success is built on its commitment to provide outstanding customer service and exceptional financial products. As at 31st December 2008, AXA Isle of Man managed in excess of £5.6 billion for more than 28,950 clients.

As a leading provider of offshore investments, AXA Isle of Man offers IFAs and their clients a range of products and services. This includes:

  • Evolution: a single premium portfolio bond with a choice of charging structures designed to meet the needs of your clients as well as the requirements of your business.
  • Estate Planning Bond: a market-leading inheritance tax mitigation vehicle offering even greater charging flexibility than Evolution and benefiting from two guarantee options.

AXA Isle of Man has over 16 years’ experience in providing flexible, cost-effective products and prides itself on high standards of technology-driven customer service. Its Extranet site is available to IFAs and offers an extensive range of facilities together with the addition of a comprehensive portfolio planning tool. With on-line quotations, pipeline reporting, policy valuations, contract details, adviser charge statements and fund information available at the touch of a button, the use of state of the art technology can help ensure that the highest levels of customer service are provided.

For illustrations and access to the application forms you will need to have Terms of Business in place with AXA Isle of Man and then register on the site.

 

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