Creating solutions to help you on your journey is what we do. Knowing which product is right for you requires the help from a Financial Adviser. Explore your options below to find out how you might benefit from each of them.
What is a Personalised Investment Bond?
A Personalized Investment Bond provides enormous flexibility and freedom of choice to a wide range of investment assets types. It enables you to invest in:
This means that you can create and construct your portfolio precisely to your individual requirements without any parameters, a Personalized Investment Bond is often referred to as “open architecture” for this reason.
Minimum Initial Contributions: GBP/USD/EURO 50,000
Minimum Additional Contributions: GBP/USD/EURO 5,000
There is no maximum amount contribution
You intend to invest for at least 5 years as the product has been designed as a medium to long-term investment solution
(although you can surrender the policy whenever you need to, early encashment penalties may apply)
18 – 89 yrs
The Veritas Investment Bond can be owned on a single or joint basis. It can also be owned by companies, partnerships and trustees.
One-off or regular withdrawals will be free of charge as long as there is a minimum surrender value isn’t below either:
GBP/USD/EURO 10,000 or;
5% of the total contributions after the deduction of any applicable charges to maintain the policy
Financial Adviser - Your dedicated financial adviser should be your first point of call and will have access to our full range support
Online - keep yourself up to date with policy valuation and performance through our user-friendly online portal.
Customer Service Team - you benefit from our experienced customer service and administration team in order to handle any queries relating to your plan
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