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Inter-Alliance WorldNet
"2004 Back on Track" Seminar
Sponsors
Tilney
Investment Management: The Tilney Group of companies provide a
range of specialist investment solutions for private investors, professional
advisers and institutions. In addition to our long-standing bespoke portfolio
services, we have a range of collective investment funds (including traditional
portfolio and managed funds) and a new range of alternative investment
funds (the Opal Funds). All of our member companies and our full range
of innovative investment products are supported by our proven investment
process, which is designed to provide long term, incremental out-performance
in a reliable and repeatable way.
Representatives: Douglas Wright - Business Development Director
and Paul de Quant - Director
Topic: "The Future of Alternative Investments"
Circus
Capital combine the skills of the world's leading experts in asset
management with their own reputation for innovation and performance. Their
facilitator model allows them to create value for our investors by bringing
together the very best resources and expertise from around the world.
With these world-class partners, they have established a track record
that helps investors make intelligent decisions to maximise returns even
in uncertain markets.
Representative: Stephen O'Leary - Director Sales and Marketing
Topic: "Cautious - Balanced - Aggressive Funds for all Seasons"
Zurich
International Life Limited is part of the Zurich Financial Services
Group, which can trace its roots back more than 130 years. Today, the
Group is one of the world's major financial services providers, with more
than 38 million customers in over 60 countries. Their size and strength
puts them in a great position for today's ever changing climate.
Representatives:Jonathan Ashley - Regional Manager
Martin Whelan - IFA Distribution Manager
Topic: "Working with you to build our business together in 2004"
Shepherds
Investment Limited is an innovative leader in TEP buying and technology,
being the first to buy policies over the phone and online, and the only
company to produce an offer immediately. They were the first to identify
the value of and purchase unitised with-profit TEPs. Whether it's buying
endowment policies or selling their specialised portfolios (TEP plans),
Shepherds has the know-how.
Representative: Bill de Lucy - Sales Consultant
Topic: "Would you Invest in the Second Hand Market"
Friends
Provident International is one of the leading financial services
groups in the UK and a member of the FTSE100 Index of leading UK companies.
With a history dating back to 1832, Friends Provident has two core businesses:
The Life and Pensions business markets a broadly based range of life and
pensions products via Independent Financial Advisers and through a number
of direct marketing channels. The Asset Management business - ISIS Asset
Management plc - manages funds of some £60 billion and markets a
wide range of investment products both to personal and institutional customers.
Friends Provident plc has a majority shareholding of 67% in ISIS Asset
Management plc.
Representatives : Matthew Waterfield - Regional Sales Director
Africa & Middle East and Philip Story - Broker Development Consultant
Topics: "Life Cover Protection" and "Regular Savings"
LM
Investment Management Ltd is recognised as an innovative, prudential
and trusted fund manager in the Australian financial services sector.
In conjunction with selected, authorised financial Adviser groups, LM
Investment Management Ltd offers the investing public a fresh approach
to investment options, with a focus on achieving high income, security
and flexibility. We specialise in professional and responsive financial
services for Australia's business and property sectors.
Representative: David Gervais - Director International Operations
and Charles Overs
Topic: "Opening the International Australian Market"
GoodhealthGoodhealth
provide private medical insurance, offering first class medical expenses
products for expatriates of all nationalities. Whenever you need them
or wherever you go, they are always close at hand. With established Group
offices in the Europe, Middle East, Far East and America. Goodhealth offer
a range of medical expenses solutions for organisations, individuals and
families.
Representatives: Andrew Apps - Sales & Marketing Director and David
Harris - Sales & Marketing Manager
Topics: "International Medical Insurance" and "Myths and
Realities"
Prudential
Financial companies serve individual and institutional customers worldwide
and include The Prudential Insurance Company of America, one of the largest
life insurance companies in the U.S. These companies offer a variety of
products and services, including life insurance, property and casualty
insurance, mutual funds, annuities, pension and retirement related services
and administration, asset management, securities brokerage, banking and
trust services, real estate brokerage franchises, and relocation services.
Representatives: Douglas Mutch - Accounts Manager and Richard Leeson -
Investment Sales Manager
Topics: "International Bonds With Profits/Unit Linked" and "Sales
Ideas for the Offshore Market"
Royal
Skandia is the leading provider of offshore savings and investment
plans. Combining tax efficiency with excellent investment performance
of investors worldwide. The leader in Multi Manager investment Royal Skandia
is one of the largest insurance companies on the Isle of Man. Royal Skandia
forms an integral part of the UK Skandia Life Group and is a major force
in the offshore market place.
Representative: Andrew Tennant - International Sales Manager (Dubai)
Topic: "Facts - Fairytales and the Future"
Generali
International is a leading offshore life insurer that can trace
its roots back to 1977 as a pioneer in the offshore market. It is an authorised
insurer in Hong Kong and has its own network of regional offices in Hong
Kong, Cyprus and Europe offering convenient and efficient sales and customer
support. The Company's products and services are offered around the world
through international networks of Financial Advisers. The Company offers
a wide range of personal financial products for the international investor
including savings, retirement and investment plans. All the Company's
products are developed with investment freedom and flexibility in mind.
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