Corporate Brochures
All you need to know before you recommend RL360 to your clients.
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Welcome to RL360's
dedicated financial adviser website
For financial advisers only
Not to be distributed to, or relied on by, retail clients
Main navigation
-
Products
- Regular Savings:
- Regular Savings Plan
- A savings and investment plan for global investors.
- Regular Savings Plan Malaysia
- A savings and investment plan for Malaysian residents.
- Quantum
- Closed to New Business as at 1 July 2019.
- Quantum Malaysia
- Closed to New Business as at 1 July 2019.
- Paragon
- Closed to New Business as at 1 July 2019.
- Lump sum:
- Oracle
- Our classic lower lump sum investment plan.
- PIMS
- Our bespoke open architecture lump sum investment plan.
- Investment Platforms (Wraps)
- RL360 is an experienced provider of offshore bonds.
- Protection:
- LifePlan
- A life assurance protection plan for International clients.
-
Funds
- Education:
- Fund updates
- Fund articles
- Fund knowledge centre
- Responsible investing
- Model Portfolio Solutions
- Live product fund centres:
- LifePlan
- Oracle
- Regular Savings Plan
- Regular Savings Plan Malaysia
-
Planning
- What's new:
- Articles
- All of our latest articles and sales aids.
- Tax Reporting:
- AEOI (FATCA + CRS)
- This section explains the Automatic Exchange of Information regulations.
- UK Chargeable Events
- This section explains how the chargeable events regime works.
- Trust & UK IHT Planning:
- What is a trust?
- What is a trust and how can it help your clients?
- Which trust?
- Use our tool to help find out which trust might be suitable for your clients.
- Our trust range
- Find out how RL360's trust range could help your clients.
- Retirement Planning:
- UK & International Pensions
- Learn about some of the most popular pension schemes.
- Tech Library:
- Planning downloads
- All our trust, tax and planning literature.
- Toolkit
-
Downloads
- About us
- All you need to know about us
- Products
- All the downloads you need for each of our products
- Español/Português
- Descargas de literatura en español
- Downloads de literatura em português
- Funds
- All our fund downloads for every product and range
- Planning
- All our trust, tax and planning literature
- Adviser forms
- All the forms you need to do business with us
- Client forms
- All the forms you need to service your client's policy
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About us
- About us:
- 360 overview
- Our Isle of Man location
- Offshore advantage
- Financial strength
- Awards
- Online excellence
- Corporate and Social Responsibility
- Athlete sponsorship programme
- Youth cycling sponsorship programme
- Our ESG Goals
- Acerca de nosotros (en español)
- Sobre nós (em português)
- Contact us:
- Customer services
- Sales
- Our offices
- Latest 360 news
- RL360 in the news
- Corporate news
- Product news
- Fund news
- Adviser transition
- Help