INVESTMENT BOND

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.

Key details

  • Minimum initial investment of £10,000.
  • Regular and one-off withdrawals available.
  • Death benefit of up to 101% of units at time of death (increased to 110% in cases of accidental death).
  • Available on a single or joint-life basis.
  • A wide range of trust options.

Apply online

Go to our secure site to fill in your client’s application.

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Key documents

Key information

Consumer brochure (PDF)

Important notes for applications (PDF)

See all our Investment Bond documents in one place, including forms, guides and brochures.

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Other information you need

What do you want to do next?

Apply online

Go to our secure site to fill in your client’s application.

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Look at trusts

Is your client interested in putting their bond in a trust?

Find out about trusts

Review funds

Look at the funds you can access through our Investment Bond.

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