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Welcome to RL360's

dedicated financial adviser website

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• Online Services
  Online Service Centre

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• ProductsProducts
  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.
• FundsFunds
  Education:

  Fund updates

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  Responsible investing

  Model Portfolio Solutions

  Live product fund centres:

  LifePlan

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  Regular Savings Plan Malaysia

  Closed product fund centres:

  Kudos

  Limited issue bonds (SLI & SL)

  Multi-Asset Portfolios

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  Quantum

  Quantum Malaysia

  SPILA funds

  SPILA Broker funds
• PlanningPlanning
  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.
• ToolkitToolkit
  Online services:

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  Calculators:

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  Education fee calculator

  Retirement calculator

  Resources:

  Currency converter/Exchange rates

  Jargon buster
• DownloadsDownloads
  About us

  All you need to know about us

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  All the downloads you need for each of our products

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  Planning

  All our trust, tax and planning literature

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  All the forms you need to do business with us

  Client forms

  All the forms you need to service your client's policy
• About usAbout us
  About us:

  360 overview

  Our Isle of Man location

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