Global Insight Tailored Solutions
Introducing
Power and Flexibility Global insight... For nearly two centuries the Generali Group (Assicurazioni Generali S.p.A) has been a leading provider of insurance and financial services in the global market. Generali is a name that has become synonymous with security and reliability for millions of clients around the world. This real business experience and enviable track record gives the Group a global insight that Generali International brings to the benefit of Financial Advisers and their clients.... tailored solutions Generali International Flexible and innovative financial solutions provide the key to a brighter future for investors. Modern, life insurance-based offshore solutions can make the most of the opportunities that investment markets provide. That s why more and more Financial Advisers are using Generali International to provide flexible and tailored investment opportunities to meet their clients exacting needs.
Pedigree and A global player... Presence Today the Generali Group is represented throughout the European Union and in much of Eastern Europe. Outside Europe, the Group has a presence in North, Central and South America and the Middle and Far East. This international reach is Generali s passport to the modern business world where globalisation has made geographic and political boundaries increasingly irrelevant. The strength of the Group s position at the leading edge of today s international finance industry was reinforced during a period of organic growth and acquisition of key businesses during the 1990s. This expansion has given the Group a level of business diversity that is the envy of its competitors and provides an outstanding platform for Generali International s activities.... with a proven pedigree International Assicurazioni Generali S.p.A was founded in 1831 in Trieste, Italy, then a vitally important trading port for the powerful Austro-Hungarian Empire. To this day, Trieste is still host to the head office of a Group that has constantly evolved in order to remain at the forefront of the modern financial services industry. With assets under management in excess of 270 billion*, the Generali Group is a powerful player on the international stage. Fortune Global 500** quotes the Generali Group as one of the world s top 30 companies, generating more revenue than such household names as Coca Cola, Microsoft and Vodafone. Independent financial ratings agencies also confirm the financial strength of the Group, with Moody s rating the Company Aa3* and Standard & Poor s AA*. *Correct as at October 2004 **Ranking based on 2003 revenues
Strength and Experience Location of Generali Group Offices, Thailand
Generali International - Generali Group Innovation Academy, Italy (Photography by Piovesan)
Stability and Protection Solid foundations Generali International is located in Guernsey and can trace its roots back to 1977. From modest beginnings, Generali International has become a provider of sophisticated and powerful wealth management solutions to its global audience. Generali International is regulated by the Guernsey Financial Services Commission and is also an Authorised Insurer in Hong Kong. Today, the Company operates from new purpose-built headquarters at the heart of Guernsey s financial centre. From this premier international location, Generali International provides modern and flexible insurancebased investment solutions to clients and Financial Advisers who share the Company s vision to build for a brighter future. Reputable financial centre Guernsey s location provides investors with: The highest standards of legislation, giving security and peace of mind. Tax neutrality. The continuity and security that come with an unparalleled history of political stability. A network of professional support services, including a growing reputation for e-commerce. The comfort of knowing that assets representing at least 90% of Generali International s liabilities to policyholders are held in custody by an independent trustee. Building for a Brighter Future
Meeting Needs with Flexibility to adapt to changing needs Meeting the global needs of investors with a wide range of aspirations and attitudes requires a flexible product range. Generali International s response to this challenge is to focus resources on providing a range of well-designed products that can successfully meet these diverse demands. The emphasis is on clarity, simplicity and exceptional flexibility. Clarity and Simplicity Vision is the flagship regular premium unit-linked savings product and is one of the most popular available in the market place. For retirement planning, education fees, security for borrowing or general savings purposes, Vision has the versatility to meet all of these needs. Contribution levels can be adapted to reflect changes in investors personal circumstances, as can the profile of the investment portfolio. In addition, investors have the ability to enjoy withdrawals or a regular income. Professional Portfolio is a high net worth single premium investment plan offering real investment freedom. It provides investment control, but without the administrative chores that go with self-managing a portfolio. This prestigious service allows investors to consolidate their existing investment holdings and can help maximise any tax planning opportunities that may be available. Generali International also offers a single premium unit-linked investment bond. This classic investment bond uses an insurance structure to provide a robust but flexible platform for effective financial planning. It provides access to a wide range of different managers, funds, sectors and styles, with no switching fees. Recognising that some individual requirements need alternative solutions, we also have an additional range of products, including Flexisaver, that can provide effectively for these circumstances. This comprehensive product range is regularly reviewed and updated to respond to any new opportunities and to ensure that competitiveness is maintained. This means that Financial Advisers and their clients have access to a modern, tailored and relevant range of effective wealth management solutions.
Effective Solutions Generali Group Offices, Austria (Photography by Giuseppe Dall Arche)
Investment Alternatives Location of Generali China Life, China
for Quality and Choice Expertise and Innovation The engine room of wealth management The best wealth management structures in the world cannot deliver the financial benefits they promise without the momentum of underlying investment performance. Recognising this fact, Generali International has invested time and resources to provide an appropriate range of institutionally discounted funds, each selected to provide quality and choice. Generali International offers investors a comprehensive choice of investment alternatives. These include a wide range of equity, fixed interest and money market funds provided by some of the world s leading fund managers. Without exception, these funds are carefully selected on the basis of providing a high quality of investment performance and are constantly monitored to ensure that the highest standards are maintained. Regular performance statistics are supplied on each of our funds, enabling easy tracking and monitoring. Added value solutions A culture of innovation and quality permeates all aspects of Generali International s business. Central to these ideals is providing clients with access to a wide range of ancillary services that can help them to develop an efficient and effective investment strategy. These include Trust Services, Asset Management Services and a range of specialist funds developed and managed by Generali.
Dedicated and Reliable Here to Supporting you and your clients If you are a Financial Adviser looking for a modern and flexible product range, backed by consistent and reliable sales and administration support, Generali International can offer a complete service. Our Regional Sales Directors will be delighted to talk to you about the services we can offer, wherever you are in the world. In addition, a dedicated Client Services Team will always keep you in touch with the progress of any new proposals, changes in the underlying investments for existing clients and withdrawals. Like your Sales Director, the team will be familiar with the local jurisdictions within the region they serve, so you know you are in good hands. For clients, we provide a regular newsletter with features that support their understanding of the financial markets and the nature of their investment. Our dedicated client helpdesk can provide a speedy and efficient response to any questions that may arise. Information at your finger tips You will find an abundance of resources online at www.generali-gi.com, including up-to-date online valuations, the ability to view investment fund performance and the ability to download a variety of brochures.
Help Vitalicio Seguros (part of the Generali Group), Spain
Generali International s Headquarters, Guernsey
Regional Contacts Europe/Latin America/Africa Telephone: +353 (0) 46 906 0222 Facsimile: +353 (0) 46 906 0223 Address: Generali International, Navan Business Park, Athlumney, Navan, Co. Meath, Ireland. E-mail: IrelandRO@generali-guernsey.com Far East Telephone: +852 2526 1899 Facsimile: +852 2537 2587 Address: Generali International, 35th Floor, Shell Tower, Times Square, 1 Matheson St, Causeway Bay, Hong Kong. E-mail: HongKongRO@generali-guernsey.com Middle East Telephone: +357 (0) 22 661418 Facsimile: +357 (0) 22 667838 Address: PO Box 25074, 4th Floor, Paraskevaides Foundation Building, 36 Grivas Dighenis Avenue, PS 1306 Nicosia, Cyprus. E-mail: CyprusRO@generali-guernsey.com www. generali-gi.com
Generali International Limited PO Box 613, Generali House, Hirzel Street, St Peter Port, Guernsey, Channel Islands GY1 4PA Tel: +44 (0) 1481 714 108 Fax: +44 (0) 1481 712 424 E-mail: enquiries@generali-guernsey.com www.generali-gi.com Licensed Insurer under the Insurance Business (Bailiwick of Guernsey) Law 2002 GICorpBro11/04