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Portfolio Bond.
Choice.
A wide choice of funds for greater flexibility.
A diverse range of more than 300 funds from over 45 external fund managers,
to help you construct a portfolio to meet your clients’ needs.
At a Glance
What Is It?
- A single premium life assurance contract used for investment purposes with a choice of three charging options.
- Includes an open-architecture range of funds from Legal & General and more than 45 other fund managers.
- Provides a range of withdrawal options that can be tax-efficient for some clients.
Consider If Your Clients...
- Have more than £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.
- Would like access to a wide range of funds covering all major asset classes.
Remember, the value of investments can fall as well as rise, is not guaranteed, and your clients may get back less than they invest.
Why choose us?
From fixed or fund-based regular withdrawals to natural income (from six Legal & General funds).
Peace of mind is important. By placing our Portfolio Bond under trust you can help them to plan ahead.
The wide range of funds available on Portfolio Bond gives clients the choice they need to suit their immediate and potentially changing attitude to risk.
Managing business through Cofunds
You have access to the UK’s largest independent investment platform.
Platforms will form a crucial part of an adviser’s business model going forwards.
Through the Cofunds platform, portfolio management is far easier
An easy way to create a diversified portfolio and provide a more efficient service for your clients.
Register to use the Cofunds Website
Find out more about Cofunds and see how it can help free up your time for the more important things.
Support for your Portfolio Planning
Meet the taxation and trusts specialists within the Legal & General Wealth Technical team.
Tax and Estate Planning Technical library.
This library contains technical, marketing and other support material on tax and trusts.
For more information on our client servicing, support tools and systems and how to use them.
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Information on bond quote and apply
CALL US NOW ON:
0845 3008008
We may record and monitor calls. Calls charges will vary.
Key documents
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PDF: 258KB
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