Personalised Investment Bond

A goal without a plan is just a wish…

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.

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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:

  • Offshore or Mutual Funds
  • Direct Equities
  • Fixed Interest Securities
  • Multi-currency deposits
  • Hedge Funds
  • Structured Notes
  • Exchange traded funds
  • Other alternative investments

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.

Literature

Key Features

Contributions

Minimum Initial Contributions: GBP/USD/EURO 50,000

Minimum Additional Contributions: GBP/USD/EURO 5,000

There is no maximum amount contribution

Time Horizion

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)

Who can 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.

Access to your money

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

Access Allocation

Self Investment

Investment Adviser

Investment Platform

Discretionary Management

Support

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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