Where are the assets held?
Use the current statement and account documents to confirm custody, dealing and cash arrangements.
Existing plan review
Capital International platform review.
A clearer view of your international platform account. A structured conversation about the policy you already have—not a blanket recommendation to replace it.
Not an official Capital International website · Terms and availability depend on your contract
A review focused on
Existing policiesInvestment allocationPlan chargesOngoing servicing
Your starting point
Understand what you already have.
Before a review, we verify which Capital International platform and jurisdiction applies to your existing account.
What to have ready
A recent policy valuation, original schedule and any fee or fund statements you have. Never share login passwords.
A plan-specific discussion
Not all policies are the same.
Any options discussed must be checked against your own policy documentation.Review focus
Three areas worth exploring.
01
Review custody and underlying investments
Assessment depends on current documents, your objectives and the specific contractual conditions.
02
Understand platform costs and service options
Assessment depends on current documents, your objectives and the specific contractual conditions.
03
Assess allocation against your objectives
Assessment depends on current documents, your objectives and the specific contractual conditions.
Capital International policy questions
What should you check before changing anything?
A Capital International account review should first identify the particular platform and jurisdiction. Custody arrangements, available assets and account charges can vary, so statements and product-specific terms are essential.
What is the combined cost of investing?
Review platform, transaction, underlying fund and advisory charges as applicable to your account.
Does the portfolio fit its purpose?
Check exposure, diversification, cash requirements and the investment time horizon.
Documents that make a review more useful
Platform contract, current custody statement, investment list, dealing history and fee disclosures.
You can read our guide to understanding a policy valuation before sharing a statement.
Does the platform name alone tell me which fees apply?
No. The correct schedule depends on the particular account and service arrangement.
For questions about your current adviser, see financial adviser second opinions.
Already know your provider?
Go directly to a review page tailored to your existing plan.
Policy review directory
Your existing provider. A fresh perspective.
Explore reviews for existing plans. Provider names are shown for identification only; no affiliation or endorsement is implied.
Know where you stand.
Then decide what comes next.
Start with a conversation about the plan you already own.
Take the next step
Get clarity on the plan you already own.
Tell us who your policy is with and what you want to understand. We'll arrange a personal review of your existing situation.
Your enquiry will be reviewed by Expat Wealth Desk. You can optionally attach a recent valuation so we can understand the current policy. Please never include passwords or identity documents.
Choose a convenient time
Prefer to speak with us?
After sending your details, book your free review call directly on this page. You can choose a time that suits your time zone.
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Expat Wealth Desk · Review Call
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Frequently asked
Before you make a decision.
Can my existing plan be reviewed without closing it?
Often, yes. Reviewing the documents, valuation, charges and holdings does not require terminating a plan. Available servicing options depend on your provider and policy.
Does changing an adviser mean changing the investment provider?
Not necessarily. Adviser servicing arrangements and transferring or surrendering a policy are different actions. The provider’s rules and account conditions determine what is possible.
Can you tell me exactly how much my plan costs?
Only once the precise product, issue date, policy terms and relevant statements are known. Generic fees shown online might not apply to your contract.
Are you part of the providers mentioned on this website?
Provider names describe the plans that visitors may already hold. This website is not an official provider portal and does not imply an endorsement by any provider.