"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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