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Investing Offshore
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This department specializes in the marketing of Old Mutual International's (Guernsey) products. Old Mutual International currently has over US$50 billion of client assets under management and comprises of a range of insurance companies, unit trust companies and a private client investment management business, enabling her to offer clients around the world a broad spectrum of financial services to meet their investment needs.

From it's base in Guernsey - one of the world's premier offshore investment centres - Old Mutual International (Guernsey) provides a range of tax-free professionally managed investment funds to meet the needs of discerning investors around the world.

To protect policyholders, the Guernsey Financial Services Commission requires offshore life offices registered in Guernsey to hold at least 90% of their policyholders' assets in custodian trusteeship with an approved third party custodian.

Apart from the absence of tax liabilities and an excellent Trust Law System there are a number of further significant advantages:

  • Complete political stability;
  • Constitutional independence from the UK - most important fiscal independence;
  • Low administrative costs;
  • Excellent communications with other financial centres;
  • An excellent commercial and legal structure;
  • A good, informal working relationship between government and commerce;
  • No exchange controls;
  • Complete confidentiality for investors who wish to keep their financial affairs private

We offer a range of products, which allow clients to make either a lump sum investment, with as little as GBP 5,000 (US$/ €7,500*) or equivalent in other currency or to invest in a monthly savings plan, with as little as GBP 200 (US$/ €300*) or equivalent in other currency. We therefore tailor payment plans suitable for every individual investor.

* For contracts denominated in currencies other than Sterling, US Dollar or Euro the minimum plan value is based on the Sterling currency equivalent.

The Life Account (Guernsey)

With our local presence, we are able to cater for our clients’ offshore requirements. Offshore investing is an essential part of structuring a well-balanced portfolio and constructing a sound diversified portfolio through the Life Account (Guernsey).

With our local presence, we are able to cater for our clients’ offshore requirements. Offshore investing is an essential part of structuring a well-balanced portfolio and constructing a sound diversified portfolio through the Life Account (Guernsey).
From its base in Guernsey, Old Mutual International (Guernsey) provides a range of carefully designed investment products.

Why invest in Offshore:

Growing your investment abroad and being paid out in any major currency anywhere in the world.

A diversified portfolio
The Kenyan stock market constitutes less than 1% of the world stock market. If you only invest locally, you are exposing your capital to a very restricted range of investment opportunities.

Exposure to mature markets
Kenya is an emerging market and considered a relatively high risk market. By investing offshore, you will be able to access more mature and relatively more stable economies.

Shilling hedging
If the weakening trend of the shilling against other major currencies continues into the future, investing offshore will work in your favour.

Tax advantages
Your investment grows in a tax free jurisdiction International investment expertise. By investing offshore with Old Mutual, you can get access to reputable fund managers with proven track records in the global investment arena.

Financial advisors, who understand the need for what is primarily risk diversification, can play a valuable role in advising their clients. Especially when investing offshore, the client should, more than ever, choose a trusted product provider.

Life Account from Old Mutual International (Guernsey)
The Life Account is from Old Mutual International (Guernsey) and is a unit linked life assurance contract.
Old Mutual International (Guernsey)’s Life Account has been created with your real-life issues in mind. Whatever it is you are looking for in an offshore investment, the Life Account has a hassle-free, worry-free solution to meet almost any eventuality.

Investment requirements:

  • Issue age - 18 - 79
  • Minimum recurring contribution - £200 per month (US$/ €300*)
  • Minimum single contribution - £5,000 (US$/ €7,500*)

* For contracts denominated in currencies other than Sterling, US Dollar or Euro the minimum plan value is based on the Sterling currency equivalent.

For news and information on monthly investment review and summary of fund performance, please follow this link: http://www.oldmutualinternational.com/omi/index.aspx

In case of any queries, please do not hesitate to contact us. We look forward to a long and mutually beneficially relationship with you.

Enquiry email: offshore@oldmutualkenya.com

 
 
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