SAVING PLAN

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Generali International Limited
Vision
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Generali Group

• The Generali Group, founded in 1831 in Trieste,
  Italy
• over 170 years experience in providing savings
  and investment solutions for a wide variety of
  investment needs
• Now present in 50 Countries, covering five
  continents
• The Generali Group includes over 600 companies

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Group Strength

• The Generali Group is the 5th largest insurer in
  the world.
• The Group had assets under management of over
  330 billion.
• The Groups credit rating
• Standard Poors AA
• Moodys Aa3.
• The worlds top 21 companies. (2005 Fortune
  Global 500, based on 2004 revenues)

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Rating and awards
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Guernsey
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Investor Protection

• GUERNSEY
• Tax Efficiency
• Confidentiality
• Stable Government
• At least 90

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Standard Poors

• http//www.spglobal.com/

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Moodys

• http//www.moodys.com/

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Vision Plan

• Currency choice Invest in US dollars, Euro
• Payment alternative Regular or lump sum payments
  to suit your circumstances (Monthly, Quarterly,
  Half-Yearly or Annually
• Investment choice selection of over 90
  investment funds
• Investment Funds select up to 5 different funds
  may hold up to 10 funds in total
• Fund switching unlimited free switching
• Minimum Premiums 1500 USD/ monthly minimum
  term is 5 years, and maximum is 10 years.
• Regular premiums by BSO or credit card (No
  additional charge)

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Fees /Charges and Initial period

• Fee and Charges
• Administration fee 2 p.a.
• Policy fee 4.5USD/p.m.
• Investment administration charge 1.5 p.a.
• Initial period

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Reward and Loyalty Bonus

• 105 if you invest more than 1500USD p.m.
• Loyalty bonus a loyalty bonus of 5 of all the
  regular premiums paid in the preceding period is
  payable on the completion of the first 10years.

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Generali Vision Plan

• Vision can help you take control of your
  financial future.
• Vision for retirement
• Vision for education
• Vision for investment

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Adapting to change in your life

• Prepare for comfortable and fulfilling retirement
• Marriage planning, children education, new career
  path, and moving house..etc
• Ability to accumulate and distribute your wealth
  in a tax-efficient manner
• Our risk ratings are designed to help you choose
  an investment portfolio tailored to your own
  personal needs
• Vision Put you in control

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Application Requirements

• Citizenship of Taiwan , China, Japan and Korea
• Documents need to be sent with application
• Completed application
• Certified CLEAR ID copy
• Payment form
• Standard illustration
• Replacement warning
• Source of funds questionnaire completed by broker
• Proof of Address (e.g. utility bill or bank
  statement)
• Needs Analysis form

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Man Group

• Man Group was founded in 1783
• The biggest Group in the world that offering
  Alternative investment funds-Hedge Fund
• The worlds top 3 futures broker
• Market value of stock is about 3,400 million
  dollars

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Man Group-AHL

• Man AHL Diversified Futures developed in 1983
• Targeting substantial absolute medium-term growth
• Efficient access to global markets
• Trading 24 hours a day
• The underlying AHL Diversified Programme is
  quantitative and seeks to identify and take
  advantage of upward and downward price trends on
  over 130 futures and foreign exchange markets.
• A well developed risk controlled investment
  process .
• Diversification and portfolio enhancement

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AHL Diversified Future Limited

• Portfolio sector allocations
• Currencies
• Bond
• Energies
• Stocks
• Interest rates
• Metals
• Agricultural

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AHL Diversified Future Limited
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