Global Managed Account Introduction

Global Managed Account

The Global Managed Account was originally sold by CMI Insurance Company Limited. It was an offshore single premium, whole of life policy. The product was intended as a medium to long-term investment, ideally for 5 years or more. 

 

The Global Managed Account is no longer open to new investors, but we continue to manage policies for existing customers.

 

Switching funds

There are 3 investment funds available to the Global Managed Account. You can find out more information via our Fund Centre page. The Fund Centre is where you can find performance information and factsheets. 

 

You can switch between the available funds up to 12 times per calendar year, free of charge. Any additional switches are charged at 1% of the value of the units being switched, subject to a minimum charge of £10 and a maximum charge of £250.