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Investment Bond and
Investment Bond with Death Guarantee
(both only available for additional investments).
At a Glance
What Is It?
- A single premium life assurance contract.
- Includes a range of regular withdrawal options.
Consider If Your Clients...
- Already have money in one of these products and wish to top-up their investment (both only available for additional investments).
- Have at least £5,000 to invest.
- Are prepared to invest for five years or longer.
- Are prepared to accept some risk to their capital.
- Would like an investment that could be placed under trust to reduce their estate’s liability to IHT.
Why choose us?
Support and expertise
We’ll give you support in all aspects of portfolio planning, taxation, trusts and estate planning.
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Email us with Investment Bond questions.
Key documents
Distribution Fund Flyer (W12827)
PDF: 1.75MB
PDF: 1.75MB
Contract Document (W10194)
PDF: 436KB
PDF: 436KB
Funds Key Features (W12715)
PDF: 118KB
PDF: 118KB
Product Details (W10192)
PDF: 492KB
PDF: 492KB
Protected UK Growth Fund Guide (W10193)
PDF: 264KB
PDF: 264KB
Distribution Fund Guide (W9621)
PDF: 761KB
PDF: 761KB
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