- Our onshore bond, the Collective Investment Bond (CIB), is a Defaqto ‘5 Star’ rated bond provided by Quilter Life & Pensions Limited.
- The same charging structure and fund range as the other available wrappers
- A range of trusts available for effective estate planning
- Can be used in conjunction with the Collective Investment Account for tax-efficient withdrawals
- Capital Protected Death Benefit is available at an extra charge, providing protection of capital in the event of the life assured’s death
- Increased bond assignment options, with individual segments being assigned to another entity to create a new ‘sub account’. This will provide each legal owner with greater flexibility on how they manage their holdings
- Online one-off customer withdrawals of up to £75,000 for bonds held in a customer’s sole name.