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Portfolio Bond Transaction Account Overdraft Limit

  • Type: pdf
  • Ref: 14355
  • Published: 01/12/2021
The published overdraft limit of transaction accounts for applicable portfolio bonds.

Manx Law beneficiaries nominations (UK)

  • Type: pdf
  • Ref: 21229
  • Published: 22/11/2021
Providing your clients with more wealth planning options.

Your cash holdings could be shrinking your savings

  • Type: pdf
  • Ref: 21238
  • Published: 22/11/2021
This guide looks at why holding money in cash may not be the answer and considers the options.

Portfolio Bond minimum residual value

  • Type: pdf
  • Ref: 21018
  • Published: 22/11/2021
Published minimum residual values as at February 2021

Source of Wealth Information Questionnaire

  • Type: pdf
  • Ref: 20888
  • Published: 22/11/2021
Please use this questionnaire for providing details of a client’s wealth.

Portfolio bonds brochure – Middle East

  • Type: pdf
  • Ref: 19922
  • Published: 22/11/2021
For people looking to grow, preserve and transfer their wealth to the next generation.

Country Guide to tax on Quilter International Bonds

  • Type: pdf
  • Ref: 19655
  • Published: 22/11/2021
Our country guide helps explain the tax implications of holding a Quilter International offshore bond, should your client decide to move to another country.

European Contact List

  • Type: pdf
  • Ref: 19607
  • Published: 22/11/2021
This document provides all the useful contact details you will need when doing business with Quilter International.

The lucky eight sales aid

  • Type: pdf
  • Ref: 19417
  • Published: 22/11/2021
This document highlights eight key benefits for China tax residents using investment-linked life insurance policies.

Private Placement Life Insurance (PPLI) brochure – Chinese

  • Type: pdf
  • Ref: 19428
  • Published: 22/11/2021
This adviser facing sales aid highlights the four reasons why high net worth clients would use PPLI: Wealth transfer, wealth growth, wealth preservation and wealth protection.