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About Us - Organization
AT A GLANCE

Headquarters: Hamilton, Bermuda
Funds under management: $5.4 billion, as of December 31, 2010
Investment solution availability: Available via distributors and advisors to international investors who are not citizens or residents of the United States or Bermuda, and who are seeking to invest in U.S. dollar-denominated investments.


OUR HISTORY

Old Mutual (Bermuda) Ltd. was formed in May 2000 in Bermuda as a long-term insurer, which authorizes it to, among other things, issue international investment plans to non-Bermuda residents. Through a select group of leading financial institutions and advisors, Old Mutual Bermuda’s investment plans allows its customers to select from a wide range of investment choices (including multiple mutual funds and fund families across a variety of international asset allocation portfolios, equity, bond, money market and fixed rate accounts), giving exposure to international economies and confidentiality through participation in a secure Bermuda trust structure. Old Mutual Bermuda brings these innovative investment plans to clients in over 100 countries.


HOW WE FIT INTO THE OLD MUTUAL FAMILY

Old Mutual plc
Headquarters: London, UK
   
                   
Long-term savings U.S. asset management Banking Short-term insurance OLD MUTUAL BERMUDA


ABOUT OUR SEPARATE ACCOUNT STRUCTURE

Through a Private Act of Parliament, Old Mutual Bermuda plans have been designated as event linked financial instruments, which are not contracts of insurance. Old Mutual Bermuda is also authorized to establish and maintain segregated accounts.

These segregated accounts effectively insulate the assets and liabilities of each client’s account from liabilities arising not only in other segregated accounts, but also in the general account, thereby protecting them from the general creditors of Old Mutual Bermuda.

This private act is the cornerstone on which Old Mutual Bermuda’s investment plans are built.