Providers

William Russell Limited

William Russell Limited

William Russell Limited is a specialist international insurance provider. Since our formation in 1992, we have built an excellent reputation with our insurers, our intermediaries and our clients - for our consistently high standards of service and care.

Our Global plans provide high-value, international health, life and disability insurance protection for expatriates of all nationalities, in over 194 countries throughout the world.

Distance is no barrier wherever you are we can arrange insurance protection for you via this web-site, by e-mail or by fax. Or consult your insurance adviser. We are the preferred provider for many insurance advisers because of the quality of our plans and the consistently high standards of service we provide.

We communicate effectively by e-mail and by phone, and you will receive a responsive and efficient service at all times.

William Russell is not an insurance company. We are an insurance provider. Our Global plans are underwritten by AGF, one of France’s leading insurance companies, who have an AA- Standard & Poor’s rating, and with whom we have secured the best possible terms and premiums.

William Russell Limited administer the Global plans and pay claims from our offices in the United Kingdom. Hence we can personally guarantee the standards of service you will receive as one of our clients.

We are proud of the reputation we are building but we will never become complacent and that’s a promise.

If at any time you feel that you have not received the high standard of service we promise we invite you to contact our Managing Director personally - Inez Cooper, Managing Director William Russell Limited.

Armytage AAM

The Armytage AAM

The Armytage AAM wealth management service is an established and successful service that has been managing money on a private client basis for over 10 years. While your financial advisor is there to advise you on areas of your personal finances, it is the responsibility of a wealth manager to solely manage your portfolio of investments. It is therefore extremely important that the person managing your money is a ‘money manager’ with the correct level of knowledge and experience along with the right qualifications to do so.

360 Financial have recognized the importance of having portfolios managed by money management professionals and have thus established a relationship with Armytage AAM in a bid to offer their clients access to top portfolio management advice. Through the established strategic relationship between 360 Financial and Armytage AAM, 360 have managed to package a unique service offering that combines diligent financial advice with professional top level portfolio management.

The Armytage AAM Methodology & Philosophy

Armytage AAM manage money across a wide range of investment styles for clients who have different tolerances to risk. In each case we believe our role is not to avoid risk altogether, but rather to understand the relationship between risk and reward and to manage risk appropriately, relative to the objectives of the portfolio and the client. It is because of this that our whole methodology starts with the client’s objectives, understanding those objectives, and then tailoring the portfolio accordingly. We select investments and construct our portfolios in a disciplined manner, with an emphasis on identifying and controlling risk, avoiding speculation and by ensuring our portfolios are appropriately diversified. By using an active management approach and reviewing client portfolios on an ongoing basis we make sure that the methodology ends just as it started, with the client’s objectives in mind.

Actively Managed Portfolio Construction

Once the overall client investment objective & risk profile have been determined the approach used to determine the suggested allocation of a portfolio between the various asset classes is essentially a “top down” approach using “tactical asset allocation”. The philosophy is firmly grounded in the belief that asset allocation is the most important factor in overall portfolio performance. Through individual country macro economic analysis (looking at economic growth, money supply, growth, inflation, unemployment, interest rates etc) the most attractive asset classes and regions are selected. The final fund selection stage involves quantitative and qualitative analysis of the funds within the best asset classes and regions already determined, leaving us with a selection of the best performing funds in the regions and asset classes offering the best opportunities.

Generali International

Generali International

"Long-established in the international financial services field, Generali International specialises in providing a range of powerful and flexible wealth management products to help their customers around the world achieve their financial ambitions."

Our Head Office, set in the heart of the premier international finance centre of Guernsey, is ideally located to provide financial advisers with the products, support and information they need to help their clients build a brighter future. As part of a global financial services group that is among the world's top five insurers, you know you are in safe hands. It's also reassuring to know that in today's fast-moving world you are dealing with a company whose services come under the jurisdiction of demanding and respected regulators. Generali International is regulated by the Guernsey Financial Services Commission and is also an Authorised Insurer in Hong Kong.

Mission

Generali International has set out a number of key objectives to ensure that we maintain and enhance the service we provide to our customers:
  • To be recognised as a leading company in our chosen markets by delivering superior products and outstanding customer service.
  • To enhance our reputation for excellence which will become the benchmark for our industry.
  • To nurture a motivated and skilled work-force that will deliver an exceptional service.

Zurich International Life

Zurich International Life

About Us

Zurich International Life (ZIL) offers life assurance, investment and protection solutions throughout the world with licensed operations in the United Arab Emirates, Hong Kong, Bahrain, Singapore, Sweden and Switzerland.

As part of the Zurich Financial Services Group, we can offer you innovative and individual financial solutions. We have been tailoring our products and services to meet the requirements of local markets for many years, ensuring that we can offer truly flexible and portable financial solutions. As part of one of the world's leading providers of international insurance and investment products, we have a reputation for excellent performance and commitment to the customer.

At Zurich we understand your requirements for peace of mind and your needs for good, tax-efficient financial planning. We are committed to providing a stable, secure and profitable home for your money. Our approach is to create flexible plans that continue to meet your financial objectives as your circumstances change, and to provide proactive and innovative solutions to meet the requirements of a fast moving, global marketplace.

As an offshore company, registered in the Isle of Man, we can offer our customers peace of mind, with a wealth of products and services to choose from. The Isle of Man has established its own Insurance Act, ensuring that authorised companies have sound and professional management and that the interests of policy owners are protected. The favourable financial regulations have been a major influence on the Island's growth as a renowned financial centre, and from here Zurich has earned a reputation for quality in the expatriate and international investment market. Zurich can offer you innovative and individual solutions that can fulfil all your financial needs - now and in the future.

Introduction to our products

Zurich International Life offers life assurance, investment and protection solutions for both individual and corporate customers. Please click on the relevant link below for further information on our products.

Individual

Click here to view our range of products designed to meet the financial planning requirements of expatriates and international investors.

Corporate savings

Click here for details of our range of integrated options for employers and organisations seeking international employee benefits solutions.

Group protection

Click here for further information on our range of flexible group life and disability protection benefits.

AVIVA

www.aviva.com

Aviva is the world's sixth largest* insurance group, serving 53 million customers across Europe, North America and Asia Pacific. We are the largest insurance services provider in the UK and one of the leading providers of life and pension products in Europe.

Aviva's main business activities are long-term savings, fund management and general insurance, with worldwide total sales of S$102.83 billion and funds under management of S$859.27 billion at 31 December 2009.*based on gross worldwide premiums at 31 December 2009

Aviva Ltd is registered in Singapore and is governed by the laws of Singapore. Our parent company, Aviva plc, is listed on the London Stock Exchange and New York Stock Exchange and is regularly assessed to determine its financial strength and operating outlook.

  S&P Moody's AM Best
Insurance Financial Strength Rating: AA- Aa3 A
Ratings accurate as of 31 November 2010 and are published for information and general circulation only and do not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.

Royal Skandia

Royal Skandia

Royal Skandia is one of the largest insurance companies on the Isle of Man and is a major force in the offshore market place. We operate in an environment where confidentiality of information is fundamental, subject to any obligations imposed by law or regulations.

We are a division of the Skandia Group, itself owned by Old Mutual plc. Old Mutual plc is an international savings and wealth management company based in the UK. Originating in South Africa in 1845, the group has a balanced portfolio of businesses offering asset management, life assurance, banking and general insurance services in over 38 countries, primarily in South Africa, Europe, Latin America, Asia and North America. Old Mutual is listed on the London and Johannesburg stock exchanges, among others.

As at 30 June 2010, Old Mutual reported has assets under management of £38.7 billion


Jupiter

Introducing Jupiter

Jupiter was established in 1985 as a specialist boutique and has since grown to be one of the most successful and respected investment management groups in the UK. We currently manage more than US$ 31.9bn* worth of assets, spread across a wide range of UK and offshore mutual funds, multi-manager products, hedge funds, institutional mandates and investment trusts.

For more than 25 years, Jupiter has maintained a reputation for achieving outperformance across a broad variety of portfolios specialising in specific markets such as the UK, Europe, Asia and Emerging Europe, as well as specialist asset classes such as Socially Responsible Investments (SRI) and Global Financial Equities.

It is this consistency of performance which has earned Jupiter over 100 awards** since 2005, including the What Investment Best Group Award for 2009 and 2010, and the OBSR Outstanding Investment House Honour for 2009.

In October 2008, Jupiter Unit Trust Managers topped the prestigious Alpha league table created by business school EDHEC in conjunction with Europerfomance. The school runs an annual survey of outperformance for asset management firms. The company that produces the most ‘alpha’ in a given year (the excess return of a fund relative to the return of its benchmark) wins the award. Jupiter came top of the Alpha League, moving up from second position in 2007. British asset managers dominated the rankings in the year to June 2008, with an average alpha frequency of 52% compared to less than 40% by European counterparts.

In 2007 Jupiter became majority owned by its employees and in June 2010 Jupiter’s holding company, Jupiter Fund Management plc, was listed on the London Stock Exchange. At listing a substantial proportion of our employees owned shares in Jupiter. We also actively encourage fund managers to invest their own money into our funds; this means our fund managers’ interests are aligned with those of our clients.

We believe that the key to our continued success is our ability to attract and retain some of the most talented fund managers in the business by creating the right culture for them to operate in, and offering an ownership stake in the business.

With one of the lowest turnovers of key staff in the industry, we have managed to ensure stability throughout our different stages of growth. The added benefit of such continuity is a highly cohesive and stable business culture and team approach which we believe is intrinsic to maintaining our corporate identity and of course, creating the fund management stars of the future.

Castlestone Management

Castlestone Management

Castlestone Management specializes in Alternative Asset Management, providing investment solutions for Financial Intermediaries and their clients. Select investment offerings include: Single Strategy Commodity Funds, Multi-Manager / Multi-Asset Class Fund of Funds, Hybrid Alternative Funds and Fund of Hedge Funds.

Since its inception in 1996 as a Family Office, Castlestone Management has focused on alternative investments, continually developing innovative fund structures in order to achieve targeted performance while withstanding market shocks. As an alternative asset manager, Castlestone is able to employ a variety of investment strategies, styles and techniques and trade across a range of asset classes.

Castlestone Management LLC is based in New York, with offices in London, Europe, South Africa and Hong Kong. Formed in 1996 to manage the assets of a European Family Office, the firm has grown to encompass a range of alternative asset management services.

The founders and senior members of the Firm have substantial experience in financial services having been employed since 1984, by such prestigious firms as Goldman, Sachs & Co., Citigroup, NatWest and Macquarie Bank.

Castlestone Management is an alternative investment manager offering an array of innovative alternative products specifically designed to provide Financial Intermediaries with investment solutions that meet a broad range of investor requirements, address a variety of risk/return profiles and provide an opportunity for portfolio diversification.

Castlestone Management's strength and focus is in the 'alternative asset class' focused on hedge funds, single-manager hedge funds, structured index tracking funds, commodities and precious art. Castlestone Management has been exclusively focused on alternative investments since 1996. During this time, we have developed the strengths required to successfully meet the specific risk and return objectives within our funds that are required by our Financial Intermediaries. We have developed fund structures and investment solutions that are able to withstand market shocks and achieve the targeted performance.

Castlestone Management is headquartered in New York, with offices in London, Europe, South Africa and Hong Kong. Castlestone Management LLC is regulated by the SEC in the United States and by the B.V.I. Financial Services Commission. Castlestone Management Ltd is authorized and regulated by the FSA in the UK and by the FSB in South Africa. In Singapore, Castlestone Management's funds are registered and authorized by the MAS for qualified investors.

Hansard International Limited

International life assurance

Hansard International Limited is our international life assurance company, based on the Isle of Man.

From its Isle of Man base, Hansard International complies with financial regulations similar to those of the United Kingdom. Equally important, the Isle of Man has the only statutory policyholders' compensation legislation of any offshore centre. The company is a member of the Manx Insurance Association (MIA) and the Association of International Life Offices (AILO).

Tax-free growth

Hansard International policies are not subject to tax in the Isle of Man. As a result, the funds grow virtually free of corporate, income and capital gains tax. In addition, no Isle of Man tax is deducted when monies are withdrawn from a Hansard International contract.

Some 240 investment fund links

One of our fundamental objectives is to provide you with the ability to construct a wide variety of portfolios that can be easily monitored, and adjusted to meet changing client needs.

Accordingly, we provide access to some 240 individual investment funds from which the intermediary may choose and create a portfolio to meet the client's financial objectives.

The returns to the client may be further enhanced by utilising the tax-efficient structure of the insurance contract.

International flexibility

We make it easy for you and your clients to match contribution currency with underlying investment choice.
  • We have arrangements with a number of international banks to support the transmission of money in most major currencies
  • Contract benefits can be denominated in any major currency of choice
  • Fund links are offered in a variety of currencies

Royal London 360

Royal London 360

With the turmoil that has struck many fi nancial institutions over the last 2 years, we fully understand the importance of doing business with fi nancially strong partners. As the international division of the Royal London Group, Royal London 360° off ers reassuringly fi rm foundations.

Our parent

Royal London was founded in 1861 and today is the largest mutual life and pensions company in the UK.

Royal London is owned by its members and has no shareholders. As the members are customers of the business, there is a greater common purpose between owners and customers. As a mutual, Royal London uses its working capital to operate and develop its business so that all the profi ts and losses are retained for the benefi t of with profi ts policyholders and members, rather than a share of the profi ts being paid out to shareholders in the form of dividends. Royal London 360° policyholders do not qualify as members.

Their stability

In recent reviews of UK life assurers Royal London’s ratings were reaffi rmed as stable. This demonstrates the credit rating agencies confi dence in our corporate governance.

We believe this is a positive message, particularly given the cuts in the ratings many other life insurers have received.

Our roots

Royal London 360° off ers a broad range of off shore investment, protection, savings, trust and taxplanning products to investors based around the world. Established through the merger of Scottish Life International and Scottish Provident International, Royal London 360° has combined industry experience of over 30 years.

Our foundation

Royal London 360°’s head offi ce is based in the Isle of Man, a location fi rmly established as one of the world’s international leading fi nance centres. The Isle of Man, a British Crown dependency, has enjoyed stable government for over 1,000 years. The Isle of Man continues to provide high standards of regulation and as a jurisdiction continues to enjoy a fi nancial strength rating of AAA from both Standard and Poor and Moody’s.

The Synergy Partnership

The Synergy Partnership

The Synergy Partnership is a Specialist Independent Alternative Fund Distributor.

In the 7 years since our foundation, Transparency and Trust have emerged as the core components of what we deliver efficiently through our global team and from our Administration Centre.

As a Marketing Company focused on matching professional investors and international fund groups for mutual benefit we always strive to bring new concepts, exposure and ideas to investors.

Our aim is to be the best information provider in our field.

The key is to identify talented managers ahead of the pack and provide the link to Niche Products.

Access to quality information is crucial in today¡¯s fast moving investment world. How this data is received and the manner in which it is employed is even more critical.

Our Corporate Governance processes ensure that we gather accurate data which is relevant to assessing the suitability of potential partners and as a result we work with and recommend only those fund groups we trust implicitly, we believe in strongly and commit to wholly, by investing our own money with them.

Friends Provident

Friends Provident-leading the way since 1832

Friends Provident has been a leader in the financial service industry for over 170 years and was one of the first companies to provide life insurance and other related products to private individuals. These pioneering foundations have led Friends Provident to become one of the most progressive and successful investment and insurance groups in the UK.

A Financially Strong Company

Friends Provident is a highly successful and fast growing company. Today the Friends Provident group of companies has GBP54.8 billion funds under management (at 30 June 2010), circa 6,000 staff and in excess of 6.6 million policies worldwide. .

A Growing Global Presence

At the forefront of the Friends Provident business strategy, is the expansion of its International operations. In line with this corporate strategy, Friends Provident International continues to build on its international success with the growth of its regional offices. With branch offices in Hong Kong, Singapore and Dubai continues to grow its business in profitable markets demonstrating the long-term commitment of Friends Provident International to our partners and supporters.

Bigger and Better

Today Friends Provident International (FPI) is a leading provider of wealth management solutions through the premium advisory and banking channels. FPI has more than 30 years of international financial services experience. FPI employs more than 400 people worldwide. FPI looks after the financial needs of more than 150,000 policyholders worldwide and recorded a turnover of GBP183 million APE in 2009.

Today Friends Provident International is proud to be able to offer:
  • An extended range of products and funds, which includes Portfolio Bonds, Multi-currency products and External Funds (available on selected products only).
  • An increased sales team backed by specialist technical expertise for tax planning guidance.

Your future with Friends Provident International

Whatever your financial goals, Friends Provident International offers you access to award-winning products, extensive investment expertise and excellent customer service.

FRIENDS mission

To help our customers protect and enhance their quality of life.

AMT Futures Limited

AMT Futures Limited

AMT Futures Limited is a London based specialist futures brokerage with a 55 year history & specialist fund management company appointed as Investment Manager and Principal to The CFP Funds range.

Profits - Investment philosophy & objective is stability & performance in all market conditions
Experienced - 18 years in Managed Futures
Regulated - by the Financial Services Authority (FSA)
Trust - 100% subsidiary of Amalgamated Metal Corporation PLC (¡°AMC Group¡±)
Commodities - Provider of commodity trading investment funds
The Future - AMT Futures continually invests in understanding the future

AMC Group has international interests in commodity and metal trading, merchanting, manufacturing and distribution, in addition to brokerage, foreign exchange & fund management services.
* Shareholders¡¯ funds in excess of €235,000,000 and employs over 1,400 staff worldwide.
* Business history of over 130 years.
* Founding membership of the London Metal Exchange and authorised to conduct investment business in the United Kingdom by virtue of its membership of the Financial Services Authority. It is a member of the Futures and Options Association (FOA), the Alternative Investment Management Association (AIMA).

Group Structure



REGISTERED IN THE CAYMAN ISLANDS PURSUANT TO SECTION 4(3) OF THE MUTUAL FUNDS LAW (AS REVISED).

Profiting from all the world¡¯s commodities whether prices rise or fall creates opportunities for¡­..

Outstanding Performance

CTAs exploit market inefficiencies & price non-randomness driven by crowd behaviour. This is the cause of trends & it is consistent across all markets.

CTAs are disciplined systematic traders that adhere to strict trading rules.

CTAs can perform well when traditional stock, bond, Hedge Fund & property investments perform or under-perform.

CTAs seek volatility to create profit opportunities.

Traditional investment managers tend to avoid volatility.



This confidential information has been prepared for circulation to persons reasonably believed to be within the exemptions contained in the Financial Services and Markets Act 2000 (Financial Promotions) Order 2001 or such persons who are sufficiently expert to understand the risks involved in the relevant products.

This material is provided for information purposes only and is subject to change without notice. Any performance data including the estimated share price (s) is based on indicative returns of the investment programme(s) and does not constitute official performance data or an offer or a solicitation of an offer to buy or sell any fund shares.

The Currencies and Financial Products Leveraged Fund (¡®the CFL Fund¡¯), the IQS Performance Fund (¡®the IQS Fund¡¯) and the Strategy & Volatility Performance Fund (¡®the SAV Fund¡¯) are sub-funds of the The Currencies and Financial Products Performance Fund Limited, an open ended exempted company, registered in the Cayman Islands as a limited liability company under the laws of the Cayman Islands.

cfpfunds.com ("CFP Funds") is a domain name registered to The Currencies and Financial Products Performance Fund Limited.

AMT Futures Limited is the Investment Manager and Principal Broker to the Funds. AMT Futures Limited is authorised and regulated by the UK¡¯s Financial Services Authority.

AMT Futures' Investment Management Division, and/or Brian Fudge, the Investment Product Manager, can be contacted on +44 207 466 5639.

www.zetland.bit

www.zetland.bit

Established in 1987 and headquartered in Hong Kong with offices around the world, the Zetland Fiduciary Group is a business consultancy offering personal service and professional advice with total confidentiality. From our base in Hong Kong , we are in a position to provide clients with the efficiencies and sophisticated infrastructure of one of the most dynamic international cities that is also an integral part of the rapidly growing economy of China.

Zetland, which is the old Norse name for the Shetland Islands where our founder was born, seeks to continue the Scottish characteristics of frugality, intelligence and hard work in the service of clients. The Zetland logo is based on the Shetland flag that in turn is a blend of the distinctive Nordic and St. Andrew's crosses. The Scottish tradition remains strong in Hong Kong with many bankers, businessmen and professionals from Scotland having contributed to the growth and development of the Special Administrative Region.

Since inception, Zetland has been working with a select group of individuals and corporations to achieve their objective in a cost-effective, private and conservative manner. Zetland's structures aim to discreetly assist clients to implement global strategies that maximize returns and preserve wealth. Zetland is privately owned and operates independently, while maintaining a worldwide network of banking and finance associates, professional advisers, correspondents and local agents.

The Zetland Fiduciary Group operates through its main subsidiaries:

  • Zetland Corporate Services (Hong Kong) provides fiduciary services including company formation in most jurisdictions, trust and company administration, nominee directors and shareholders, introductions to banks and brokerage firms and general consultancy regarding international business.
  • Zetland Corporate Services (Singapore) provides company formation, fiduciary and administration services and banking liaison in Singapore.
  • Zetland International Trust Company (Belize) is licensed by the International Financial Services Commission of Belize to provide trustee services to an international clientele.
  • Zetland Fiduciaries (New Zealand) Limited provides professional trustees for New Zealand Foreign Trusts for international clients from its offices in Auckland.
  • Zetland Corporate Services (Seychelles) is licensed by the Seychelles International Business Authority (SIBA) and provides company formation, fiduciary and administration services and banking liaison in Seychelles.

There are a number of other companies and special purpose vehicles within the Group including a licensed Hong Kong money lender and important representative offices are maintained in Shanghai and Singapore.

Zetland staff are experienced professionals including qualified lawyers, accountants, corporate financiers and company administrators. Brief details of key managers are to be found on our website. English is Zetland's main operating language but staff have fluency in Chinese (Cantonese, Mandarin), Japanese, German, French, Spanish, Tagalog and Russian.

Zetland receives business referrals from professionals - lawyers, accountants, bankers and financiers globally. Zetland believes in working closely with a client's advisers and does not itself attempt to give advice of a domestic nature on topics such as tax or asset protection; this should always be sought in a client's jurisdiction of residence/citizenship and domicile.

Zetland Fiduciary Group Limited
6th Floor, ING Tower, 308 Des Voeux Road Central, Central, Hong Kong
Tel: (852) 3552 9085 Fax: (852) 2140 6833 Email: intray@zetland.biz
Offices in Hong Kong , Singapore, Shanghai, Belize, New Zealand, Tokyo, Seychelles, Dubai, London

RBS International

Company information A leading bank with a proud pedigree

RBS International is one of the leading offshore banks.

What is the reason for our success? Perhaps it is nothing more complicated than our ability to respond to changing markets and customers' needs.

How could we work with you?

Our customers and services

Personal and small business
We serve local personal customers and businesses through our relationship managers and network of branches.

Corporate, commercial and financial intermediaries

We are one of the best-respected banks serving the offshore corporate, commercial and financial intermediary sectors.

International and expatriate

Our fast-growing offshore banking service provides internationally mobile customers with specialist products and services.

 

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