The policyholder sets and controls key investment and insurance parameters of the policy including stating the investment strategy they want to pursue, indicating their choice of investment manager and custodian, appointing the beneficiaries, and specifying the choice of life cover. The policyholder is able to change most of these parameters during the lifetime of the policy.

It is TriCap’s understanding that our Jumbo policy is the only product available on the market which allows each client to choose the third party bank custodial appointments and investment adviser of their choice to manage the underlying portfolio. Along with the ability to benefit from the Cayman Islands Segregated Policy Portfolio available through TriCap gives an unrivalled flexibility and protection to the policyholder.