Important information

We are currently experiencing technical difficulties with our Isle of Man phone line. We hope to have this rectified as soon as possible. In the meantime please email us on Thank you for your patience.

Useful adviser tools

Designed with you in mind

Fund centre

Explore all our available funds. See our price list, fund performance, factsheets and more.

Learn more

Adviser connect offshore

A hub of helpful information, including policy and investment details and transaction and withdrawal histories.

Offshore portal

Find the right trust

This simple online tool helps you find the right trust for your inheritance tax planning needs.

Trust solution tool

Adviser connect onshore

View policy information for onshore bonds, create annuity and link bond valuations to your back office system.

Onshore portal

Segment calculator

Look at the benefits of setting up an offshore bond with the maximum number of segments.

Try calculator

Life expectancy calculator

Find out your average life expectancy, so that you can successfully plan for your future.

Try calculator

Investment account switch and dealing requests

Quickly submit your switch and dealing requests with ease.

Switch & Deal now

Pension tax calculator

Find out the amount and percentage rate of income tax you’ll need to pay on any pension funds you withdraw.

Try calculator

Equity release calculator

See how much equity you can release from your property with our easy-to-use online tool.

Try calculator

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