INDIVIDUAL
SOLUTIONS
LUMP SUM 
INVESTMENT PLAN
(PORTFOLIO BOND)

Structured as a life insurance policy, the plan offers significant investment flexibility with tax planning benefits
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A VALUABLE ADDITION TO A TRUST WHEN IT COMES TO ASSET PROTECTION, TAX AND SUCCESSION PLANNING

Simple to establish, this structure offers significant cost benefits to investors. The Lump Sum Investment Plan enables investors to choose from a wide range of funds and other securities with the potential for investment growth, whilst providing a high level of flexibility. 

​The Lump Sum Investment Plan (Portfolio Bond) is a single premium whole of life insurance contract that has a choice of having one or more lives assured. The Plan makes a practical addition to a trust when it comes to asset protection, income, capital gains, estate and tax planning. The inclusion of a life insurance policy in the structure means that your clients' families are afforded a well-considered level of financial protection in the event of the insured's death. 

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KEY FEATURES

BENEFITS

  • The Portfolio Bond is a pure investment policy with a life assured. 

  • It offers access to a wide range of funds and other investment instruments.

  • Low administration fee 

TAX-EFFICIENCY

Provides a tax-efficient investment solution with a medium to long-term investment horizon.

INITIAL INVESTMENT

There is a minimum initial investment of USD 50,000 or the currency equivalent.  It has a minimum addition of
USD 5,000 or the currency equivalent.

VERSATILE

Almost any negotiable instrument can be transferred into the Portfolio Bond.

WITHDRAWALS

Withdrawals are allowed at any time.

INVESTMENT INSTRUMENT

  • A Financial Advisor may be appointed to facilitate the management of the selected investments.

  • The broad range of investment instruments available provides access to a wide spectrum of asset classes 

  • Your cash and investments are segregated in bank or custody accounts, which are designated for the exclusive benefit of International Assurance’s policyholders.

WEB PORTAL

You are given instant, secure access to portfolio information and values via our web portal

NEED FINANCIAL ADVICE?

An accomplished financial planner is essential to help guide your important personal financial decisions. One who considers all your financial needs and goals, and has the knowledge, experience and support to give you the right advice.

Your Financial Advisor can become your financial partner for life and will coach and guide you to do great things. We suggest you speak to your Financial Advisor before making any investment decisions.

ASK YOUR FINANCIAL ADVISOR TO CONTACT US TODAY.

* International Assurance will only accept business from Financial Advisors

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