We constantly strive to meet the needs of you and your clients so you can deliver a multi-wrapper approach to investment. An investment bond is generally considered a medium to long-term investment of at least five years.
Canada Life International Assurance Ireland (CLIAI) International Portfolio Bond
The CLIAI International Portfolio Bond has recently closed to new business although top-ups into existing policies can continue. If your clients hold existing investments in the bond you can continue to service them online.
We’re working with CLIAI to make their Premiere Europe Account available to your clients on the Aegon Platform. Further updates will follow.
CLIAI is based in Dublin which is recognised as one of the world’s leading financial centres. CLIAI’s aim is to provide a range of sophisticated wealth management solutions principally to the UK market.
The value of investments with the bond can fall as well as rise, and clients may get back less than they invest. Your clients should be prepared to hold the investment for at least five years – ideally longer.
Tax benefits will depend on individual circumstances and tax law is subject to change.
The bonds below are also closed to new business. If your clients hold existing investments in these products you can continue to service them online.
- Canada Life International Portfolio Account
- Legal & General Portfolio Bond
Figures correct as at May 2018.