About CMI Corporate Investor
CMI Corporate Investor is an offshore, single premium, whole of life assurance policy,
also known as a bond. It is designed to be an easy access, tax-efficient alternative
to deposit accounts, as well as offering the potential for capital growth.
CMI Corporate Investor has been specifically designed for corporate investors who
have £100,000 or more to invest. The bond is only available to UK based companies.
Your CMI Corporate Investor policy number will start with the reference CP, for
example CP0000.
All the information contained in this website is based on our understanding of current
legislation and HM Revenue & Customs practices, these are subject to change.
The value of this investment can go down as well as up and you may get back less
than the amount invested. You should remember that the capital invested in a deposit
account is secure and gives greater certainty of growth.
Here is a summary of some of the main features and benefits. Please read our
product brochure for more details.
- A range of carefully selected lower risk in-house CMI Insurance funds, from cash plus through to gilt and fixed interest, corporate bonds and full equity exposure if required. These funds are available at competitive rates and lower investment minimums.
- Access to a virtually unlimited range of external funds for corporate investors wishing to invest in a wider fund range.
- Simple charging structures allowing easy access to your capital.
- Unlimited free switches for in-house funds and four free fund transactions a year between external funds.
- A non-income producing asset reducing the annual income and taxation arising.
- Control of the point at which liability to tax arises.
- The ability to remain outside the Personal Portfolio Bond tax regime (depending on the holdings selected) i.e. it is not classified as a ‘Personal Portfolio Bond’.
All the information contained in this website is based on our understanding of current
legislation and HM Revenue & Customs practices, these are subject to change.
The value of this investment may go down as well as up and you may not get back
the amount invested.
Please complete an application form available through your financial adviser. If
you don't have a financial adviser, click here to find one.