Lump Sum Investment Bonds
Offshore Investment Bonds otherwise known as investment wrappers are a common investment vehicle used by expatriates with disposable income. Investment bonds are useful investment vehicles enabling you to merge different investment assets into one single wrapper.
Offshore insurance investment bonds may be used by investors for a minimum period of five years. They are extremely popular amongst expatriates due to their cost effectiveness and tax advantages. Investment bonds enable investors to maintain a personalized portfolio of investment funds within a single vehicle.
Some of the advantages include:
• Administration (all your individual investments assets on one statement enabling you to manage your investments effectively)
• Discounts (insurance companies enable you to purchase from a variety of offshore funds at discounted rates, enabling you to save money with annual management fees and a selction from some of the world’s largest fund managers)
• On line access to your portfolio
• Tax efficiency
• Overdraft facilities
Below are our most popular investment bonds:
• Generali International – Professional Portfolio Bond
• Generali International - Choice
• Royal Skandia – Executive Investment Bond or Executive Redemption Bond
• Royal Skandia – Collective Investment Bond or Collective Redemption Bond
For more information regarding investment bonds, please contact your Expatriate Financial Management International Advisor. To download a product brochure, please visit our Product Download Center.