Select Investment Bond

A creative solution for an ever-changing investment world

The Canada Life Select Investment Bond is a single premium investment bond. A summary of benefits is outlined below, but for further information you should contact your Independent Financial Adviser.

Summary of Benefits
  • A Manager of Manager component - enabling you to tap into impressive fund management expertise, and the kind of funds not normally available to individual investors
  • An Open Architecture component - offering you a gallery of highly regarded funds and fund managers to pick and choose from
  • The option to invest in one or both components - so you can custom build your own investment: for income or growth; low or high risk; hands-off or hands-on.

Plus:
  • Loyalty bonuses after every consecutive 5 years of 0.8%
  • Annual management charge of 0.35% plus the Investment management charge of the funds chosen (range from 0.0% to 1.4%)
  • Tax-efficient withdrawals for investors wanting income
  • No personal liability to basic rate income tax or capital gains tax
  • Unlimited switches every year, free of charge
  • Easy access to your capital at all times
  • Joint ownership of the Bond between husband and wife
  • The opportunity to put your Bond in trust for efficient tax or estate planning
Setting up you Select Investment Bond
Your Select Investment Bond is set up with a lump sum investment. The minimum premium is £5,000. There is no upper limit to the amount you can invest, and you can add additional amounts (min. £2,500) at any time. Contact your Independent Financial Adviser for further information and an application pack.

Please note that past performance is not a guide for the future. The value of units can fall as well as rise and currency fluctuations may also affect performance.

Page last updated September 15, 2005