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The Investment Bond is a lump sum investment providing an element of life cover and the potential for capital growth, while still allowing your client to make withdrawals from their investment. There’s no set investment period for the bond. It's been designed as a medium to long-term investment (at least five to ten years), though your client can keep it for as long as they want.
The Investment Bond has been designed so that it offers you and your clients flexibility and choice:
Take a look at our expertise on bond tax and tax planning with bonds.
We have an extensive range of funds for you to offer your clients, giving:
Please see the Investor's guide (PDF) for more details.
Before proceeding to the application you should ensure that your client has been provided with:
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