CMI Passport Range Regular Premium Products
The Passport Range gives the choice between protection, investment or both and is
designed to meet the diverse financial and protection needs of individuals and companies
around the world.
Although these plans are no longer open to new investors, we continue to manage
this product for our existing customers. Your policy number will range from 3000001A
to 3099999Z or 4000001A to 4099999Z.
If you’re looking to take out a new investment, you may wish to read about our CMI Global Investor.
The Retirement Classic Plan is a fixed term, regular premium plan. If you would
like to switch funds, you can select from a range of CMI Insurance Company Limited
unit-linked investment funds and Guaranteed Growth Funds. Please see the list of
available funds below for more information.
The Wealthmaster Classic Plan is a fixed term, regular premium plan. If you would
like to switch funds, you can select from a range of CMI Insurance Company Limited
unit-linked investment funds and Guaranteed Growth Funds. Please see the list of
available funds below for more information.
The Lifetime Classic Plan is a whole of life, regular premium plan. If you would
like to switch funds, you can select from a range of CMI Insurance Company Limited
unit-linked investment funds and Guaranteed Growth Funds. Please see the list of
available funds below for more information.
You can switch between the available funds up to 12 times per calendar year free
of charge. Any additional switches are charged at £10 per transaction.
You can take regular withdrawals subject to a minimum of £200 (US$300, HK$2,400
or €300) or you can make a partial or full surrender at any time.
We recommend you discuss the tax implications of taking regular withdrawals or a
partial or full surrender with your financial adviser.
If you would like to make a withdrawal or 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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