CMI Worldwide Premier Account

CMI Worldwide Premier Account is a single premium whole of life assurance contract. If you would like to increase your investment or switch funds, you can select from a range of CMI Insurance Company Limited unit-linked investment funds and Guaranteed Growth Funds. Please see the list of available funds below for more information.

Although the bond is no longer open to new investors, we continue to manage this product for our existing customers. Your CMI Worldwide Premier Account policy number will range from 2300000A to 2399999Z.

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

What are your options?

You can switch between the available funds up to 12 times per calendar year free of charge. Any additional switches are currently charged at 1% of the value of the units being switched, subject to a minimum charge of £10 and a maximum charge of £250. You can take regular withdrawals subject to a minimum of £200 ($300 or €300) and a maximum of 10% of the premium per policy year. You can also make a partial or full surrender at any time.

For further information on any of these options please read the following documents:

Free download so you can view the document in pdf format.

Document	File size
Unit-Linked funds – important information	34k
Guaranteed Growth Fund – important information	190k

We recommend you discuss the tax implications of taking regular withdrawals or making a partial or full surrender with your financial adviser.

If you would like to switch funds, take regular withdrawals or make a partial or full surrender, please select the relevant form from the servicing forms below.

List of available funds	Servicing forms