Friends Provident International
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Friends Provident International
When selecting an offshore investment solution for your clients, you need an experienced team.
With over 30 years of experience, offices in the Isle of Man, Dubai, Hong Kong and Singapore and more than 500 staff worldwide, Friends Provident International (FPI) offers a trusted service that you can rely on. FPI is part of the Friends Life group.
Our services:
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Dedicated sales consultants on hand to give you the support you need, when you need it.
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Access to a highly experienced technical services team.
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A comprehensive range of product and trust literature.
Product range:
Reserve Advance
The keys to Reserve Advance are flexibility, adaptability and choice. The product itself, its investment links, and even the way the charges are taken, have all been designed to give maximum freedom of choice to the investor.
Succession Planning Bond
The Succession Planning Bond offers an excellent combination of funds and investment choices, together with the trust options and flexibility that will appeal to those looking for a method to help mitigate IHT liabilities.
Both offer Whole of Life and Capital Redemption variants. Other features include:
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Choice between either Personalised Assets or Collective Investments version.
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No pre-set charging structure.
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Flexible policy segmentation.
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Access to capital.
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5 Star Rating from Defaqto for 2012.
The Succession Planning Bond offers a choice of Absolute or Discretionary versions of the Loan Trust, Capital Access Trust, Gift Trust or Discounted Gift Trust.
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