International Retirement Plan
The International Retirement Plan is an offshore regular premium or single premium
investment plan with some life cover. If you would like to increase your investment
or switch funds, you can select from a range of CMI Insurance Company Limited unit-linked
investment funds. Please see the list of available funds below for more information.
The International Retirement Plan is intended to be a medium to long-term investment,
ideally for five years or more. The value of these investments may go down as well
as up and you may not get back the amount invested.
Although the bond is no longer open to new investors, we continue to manage this
product for our other customers. Additional investments can be made to existing
portfolios at any time subject to a minimum of £2,500 or currency equivalent for
single investments, £500 or currency equivalent for annual regular premiums and
£50 or currency equivalent for monthly regular premiums. Please contact us for further details.
Your International Retirement Plan policy number will range from N600001A to N699999Z.
If you’re looking to take out a new investment, you may wish to read about our CMI Global Investor.
You can switch between the available funds up to 12 times per calendar year free
of charge. Any additional switches are currently charged at 1% of the value of the
units being switched, subject to a minimum charge of £10 and a maximum charge of
£250.
You can take partial or full surrenders any time, although we recommend you discuss
the tax implications with your financial adviser.
If you would like to make a partial or full surrender, please select the relevant
form from the servicing forms below.
Click on any fund to view the fund fact sheet
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Free download so you can view the
document in pdf format.
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Please click on the links below to access our servicing forms:
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Free download so you can view the
document in pdf format.
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