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Select Portfolio Bond.
A clear approach to saving.
A straightforward investment bond with a wide
range of quality funds to choose from.
At a Glance
What Is It?
- A single premium life assurance contract designed for investing £5,000 or more over a period of five years, ideally longer.
- Includes an open-architecture range of over 120 funds from more than 25 fund managers.
- Provides a range of withdrawal options that can be tax-efficient for some clients.
- Transparent, unbundled charges. Clearly matched to underlying costs and completely independent of commission.
Consider If Your Clients...
- Have £5,000 or more 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?
We offer ‘income’ options that can be altered to suit your clients' needs as they change, including natural income from six Legal & General funds.
Peace of mind is important. By placing our Select Portfolio Bond under trust you can help your clients to plan ahead.
The range of funds available on Select Portfolio Bond gives your clients the choice they need to suit their attitude to risk.
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Bond quote
CALL US NOW ON:
0845 3008008
We may record and monitor calls. Calls charges will vary.
Key documents
PDF: 1.75MB
PDF: 1.75MB
PDF: 618KB
PDF: 271KB
PDF: 2.35MB
PDF: 359KB
PDF: 551KB
PDF: 254KB
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