At Aviva, our aim is to provide clients with investment solutions that cater for every stage of their lives, whatever their requirements. Our bond has been tailored to support all types of investor and provides great flexibility for clients through our varied fund range, giving clients the best opportunity for investment growth, withdrawals or a combination of the two.

Portfolio


Our onshore investment bond may be a tax efficient product for clients looking for a long-term investment. Portfolio provides access to a wide range of funds and is suitable for clients who have at least £5,000 to invest.
Portfolio details

Portfolio bond features

 

 

 

  •  Our guarantees – your clients can select from a Guaranteed Selection of funds with a 5th anniversary money back guarantee or the With-Profit Fund with a 5th or 10th anniversary money back guarantee.
  • Tax advantages – Your client's potential IHT liability may be limited by writing their bond under an appropriate trust
 

Portfolio bond features



  • Choice of two charging structures - Level Option or Step Down Option. 

 
WA03132 06/2011
For Adviser use only. This information has not been approved for use with customers.

Aviva Life Services UK Limited.
Registered in England No 2403746. 2 Rougier Street, York, YO90 1UU.
Aviva Life Services UK Limited is authorised and regulated by the Financial Services Authority. FSA Registration No 145452
www.aviva.co.uk