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. Today it manages in excess of £3.2
billion for more than 20,800 clients (as at 31st December 2005).
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 now benefiting from two new guarantee options.
AXA Isle of Man has over 14 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 recent addition of a comprehensive portfolio planning tool - all free
of charge. With on-line quotations, pipeline reporting, policy valuations, contract details, commission 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.
