Portfolio Bond.

For existing Portfolio Bond customers.

If you already have a Portfolio Bond with us you may be able to benefit by making an additional investment into your bond. Call us or speak to your adviser for more information. 

Making additional investments to your Portfolio Bond might be the right choice for you if:

• You already have a Portfolio Bond with us and we're currently allowing additional investments into it.
• You have a further £5,000 or more to invest.
• You're looking for an income, growth potential, or a combination of the two.
• You're prepared to accept some risk to your capital.
• You're a basic, higher or additional-rate taxpayer.

Tax treatment depends on your individual circumstances and may be subject to change in the future.

You can invest in the Portfolio Bond for as long as you like. There is no set end date but you should be prepared to invest your additional investment for at least five years, ideally longer. If you cash in all or part of your additional investment, the amount you receive may be reduced by an early surrender charge. 

The value of your Portfolio Bond, and any income you take from it can fall as well as rise and you may get back less than you invest. 

Contact us or your adviser for full information on our Portfolio Bond and whether additional investments could be right for you.

Back to: Our range of investment bonds