About CMI Portfolio

CMI Portfolio is an offshore, single premium, whole of life assurance policy. It is designed to give maximum choice and control over the investments with the minimum amount of administrative burden. Although the bond is no longer open to new investors, we continue to manage this product for our other customers. Additional investments can be made to existing portfolios at any time subject to a minimum of £5,000 or currency equivalent. Your CMI Portfolio policy number will start with AD, PA, or PQ.

If you’re looking to take out a new investment, you may wish to read about our CMI Global Investor.

CMI Portfolio is available as two versions:

• the Privilege Account for UK and overseas investors, which invests solely in collective investments such as unit trusts and OEICs
• the Personal Account, which offers a much broader choice of investment. Because of tax legislation, however, UK residents may only invest in the Privilege Account.

CMI Portfolio is intended to be a medium to long-term investment, ideally for five years or more.

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.