Press Release

Macquarie adds AXA Offshore Bonds to Wrap

Bristol, 06 August 2010

Macquarie has extended the range of integrated tax wrappers available to advisers using Macquarie Wrap with the addition of AXA Isle Of Man Offshore Bonds.

The recent increase to Capital Gains Tax rates has caused renewed interest in offshore bonds from financial planners looking to maximise tax efficiency across their clients’ portfolios. The two new bonds now available on Macquarie Wrap are AXA Isle of Man Evolution Bond and AXA Isle of Man Estate Planning Bond.

Macquarie’s Head of Distribution, John Porteous said: “Macquarie believes in providing a wrap platform that delivers the products and services that advisers need to make their businesses run more efficiently. We currently offer advisers’ access to the Canada Life Offshore Bond but, due to demand, we have extended the range to include the AXA Isle of Man Bonds. This improves the choice and flexibility in the financial planning process by enabling advisers to manage more of a client’s portfolio on Macquarie Wrap resulting in a holistic approach to wealth planning.

“This integration with AXA Isle of Man was put in place following adviser feedback and is a further demonstration of our planner led approach to development and innovation.”

Martin Jennings, Marketing & Product Development Director for AXA Wealth says “This is another demonstration that advisers are looking to investment platforms to manage their clients’ assets. We are pleased to be offering Macquarie’s customers our market leading offshore bond solutions.”


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