2004 Back on Track Seminar

Seminar

2004 Back on Track

Agenda

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.