Tax-efficient assurance
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For our clients' assurance needs, we offer unit-linked (to investment funds or securities) bancassurance products that are flexible and tax-efficient. |
Unit-linked Private Capital Plans in Spain and France
If you are already, or intend to be, resident in these countries, we can offer you a Private Capital Plan from as little as EUR 100,000.
The investment element is a selection of sub-funds from our award-winning range of investment funds to match your particular risk profile and
investment expectations.
From EUR 250,000, you can establish a Private Capital Plan that is not linked to specific investment funds, but to a portfolio of individual
securities, managed on a discretionary basis by our professional, experienced portfolio managers.
Personalised unit-linked assurances on the Isle of Man
These products have been specifically designed for Nordic investors. The Nordic Investment Portfolio is aimed primarily at Swedes, while the Nordic Private Portfolio is intended mainly for expatriate, international (non-UK) investors.
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