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Super seven reasons to invest offshore (UK)

  • Type: pdf
  • Ref: 21370
  • Published: 22/11/2021
This document explains the super seven reasons for using an offshore bond – helping you to understand the real benefits they can bring to your client’s financial plan.

Portfolio Bond – at a glance

  • Type: pdf
  • Ref: 19692
  • Published: 22/11/2021
This at a glance document highlights the main features of the Portfolio Bond.

Data Capture Form – Portfolio Bond

  • Type: pdf
  • Ref: 19211
  • Published: 22/11/2021
Data Capture Form for a Portfolio Bond (this is not an application form). This form is to gather the necessary information to input new business online for the product mentioned above on Wealth Interactive

EPB Redemption Terms

  • Type: pdf
  • Ref: 18041
  • Published: 22/11/2021
The policy terms for the European Portfolio Bond – Redemption.
This is the Key Information Document (KID) for the European Portfolio Bond – Redemption.
The policy terms for the International Portfolio Bond – life PRIIPs.
The policy terms for the International Portfolio Bond – redemption PRIIPs.

European Portfolio Bond – PRIIPS Terms & Conditions

  • Type: pdf
  • Ref: 14490
  • Published: 22/11/2021
The policy terms for the European Portfolio Bond – PRIIPs.

European Portfolio Bond – Life Key Information Document (KID)

  • Type: pdf
  • Ref: 14058
  • Published: 22/11/2021
This is the Key Information Document (KID) for the European Portfolio Bond – PRIIPs.
This is the Key Information Document (KID) for the International Portfolio Bond – Life PRIIPs.