We provide a platform of
professionally managed investment options primarily utilising an Insurance
Dedicated Funds "IDF" platform. We do have the capability to provide
more specific investment strategies offered through our key banking relationships
around the world.
Each client account is invested
in an insurance dedicated fund or managed account directed by a third party
manager selected by the client. Crown does not manage any fund or account. Fund
investments and managers may be changed by a client at agreed intervals,
subject only to restrictions imposed by investor control rules under the
Internal Revenue Code and Regulations.
Suitability
Each proposed policyholder needs
to determine for themselves whether a particular investment option is suitable
in light of their individual situation. The Insurer and its affiliates make no
recommendations, and provide no advice, as to the selection of investment
options or the allocation of assets among subaccounts.
Asset Protection
There are also certain non-tax
advantages that can be derived through ownership of investments through an
insurance/annuity vehicle. Many individuals have sought to secure greater
protection for their assets through establishing off-shore, asset protection
trusts. While the law varies from state to state, in most domestic
jurisdictions, assets owned in a variable life insurance or annuity contract
are not subject to claims of creditors. Non-US insurance carriers also protect
policyholders from creditor actions.
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