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Select Account
Our simple, onshore investment bond
This tax-efficient onshore bond offers a simple way to invest for the future. You can open an account with just £5,000 and create an investment portfolio from more than 150 funds. This account could be ideal for anyone who’s already used their ISA allowance.
All the documents you need in one place. From forms and client guides to product brochures and key features documents.
Key documents
Client guide
Product guide
Currently unavailable
Application form
Charges and fees
Key features
Key Information Document
Suitability letter
Policy Provisions
Top up form
Surrender and withdrawal form
Fund switch form
Deed of assignment
Adviser support
Login to Adviser Connect (Onshore)
Manage all your clients’ policies in one place.
Adviser learning zone
Webinars
Join our rolling programme of webinars to keep up with the latest industry developments and news.
Learn moreVideos
Our panel of experts offer in-depth knowledge and technical insight on a wide range of subjects.
Learn moreBriefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
Learn moreFrequently asked questions
Tools and resources
Segment calculator
Look at the benefits of setting up an offshore bond with the maximum number of segments.
Fund Centre
Explore all our available funds. See our price list, fund performance, factsheets and more.