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Investment Bonds

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.
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Portfolio bond features

 

  •  Our guarantees – your clients can select either the Guaranteed Fund with a 5th year anniversary money back guarantee or the With-Profit Fund with a 10th year anniversary money back guarantee.
  • Tax advantages – Limit your client’s potential IHT liability by writing their bond under one of our trusts
 

Portfolio bond features

  • Choice of two charging structures – our simple Level Option with a flat allocation rate or our Step Down Option.

 
WA03132 02/2010
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.