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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.

Select Bond – at a glance

  • Type: pdf
  • Ref: 19569
  • Published: 22/11/2021
This at a glance document highlights the main features of the Select Bond.

Data Capture Form Select Bond

  • Type: pdf
  • Ref: 19210
  • Published: 22/11/2021
For individual, joint, individual trustee and joint trustee investors. This form is to gather the necessary information to input new business online for the product mentioned above on Wealth Interactive.
This is the Key Information Document (KID) for the International Select Bond – Redemption.

European Select Bond – Life Key Information Document (KID)

  • Type: pdf
  • Ref: 14060
  • Published: 22/11/2021
This is the Key Information Document (KID) for the European Select Bond.

International Select Bond – Life Key Information Document (KID)

  • Type: pdf
  • Ref: 14054
  • Published: 22/11/2021
This is the Key Information Document (KID) for the International Select Bond – Life.

European Select Bond – Reasons why for indiviudual investors

  • Type: pdf
  • Ref: 13599
  • Published: 22/11/2021
This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your UK resident clients.

Request to pay fees to a Financial/Fund Adviser for the ISB/ESB

  • Type: pdf
  • Ref: 13580
  • Published: 22/11/2021
This document suggests some of the ‘reasons why’ to invest in this product that you may wish to incorporate within your recommendation letters for your UK resident clients.

Fund information: ISB/ESB

  • Type: pdf
  • Ref: 12869
  • Published: 22/11/2021
This document provides a summary of information relating to the WealthSelect and SelfSelect funds available.