AXA Isle of Man Limited has a proven track record in offshore financial planning and wealth manageme...
AXA Isle of Man Limited has a proven track record in offshore financial planning and wealth management. It is an offshore company that believes the future will be profitable. And it is a future we would like to share with you.
Here are some key facts about the company and its strengths.
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 Sun Life 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 £2.3bn for more than 18,000 clients (as at 31 December 2004).
As a leading provider of offshore investments, AXA Isle of Man offers advisers and their clients a range of products and services. This includes Evolution, a single premium portfolio bond and the Estate Planning Bond, a market-leading inheritance tax mitigation vehicle.
From an operating point of view, AXA Isle of Man has over 12 years' experience in providing flexible, cost-effective products and prides itself on high standards of technology-driven customer service. Its website and "My Business" facility offer advisers an extensive range of facilities - all free of charge. With online quotations, pipeline reporting, policy valuations, contract details, commission statements, online trading (where authorised), and fund information available at the touch of a button, the use of state of the art technology can help to ensure that the highest levels of customer service are provided.
The customer support team, based in the Isle of Man, deals with enquiries from advisers or clients and can be contacted directly by email or by telephone. This is essentially an organisation that listens to its customers, then delivers. It is dynamic without being overbearing, a place where traditional good manners meet a forward-thinking attitude.
And behind all this is the financial stability that is offered by being part of the AXA group. AXA is the world's thirteenth largest company by revenue, has over 50 million customers and manages around £554bn in funds (source: AXA Activity Report 2003; Fortune Global 500 Index July 2004). The result is a resource of formidable financial strength and one that offers a truly global financial perspective.
Joined as head of strategy, multi asset, in June
Group income protection
Nine in 10 do not have income protection
Set to become part of Single Financial Guidance Body