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.

What is a Personalised Investment Bond?

A Personalised 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 Personalised Investment Bond is often referred to as “open architecture” for this reason.

Contact: clientservices@veritasguernsey.com

Literature

Capital Redemption –
Brochure

Capital Redemption –
Key Information

Capital Redemption –
Key Features

Capital Redemption –
Terms & Conditions

Life Policy –
Brochure

Life Policy –
Key Information

Life Policy –
Key Features

Life Policy –
Terms & Conditions

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

  • You can access your plan at any time and take regular or one-off withdrawals. Please read the Veritas Life Brochure and Terms and Conditions for more information.

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