INDIVIDUAL
SOLUTIONS
REGULAR SAVINGS PLAN
(PORTFOLIO BOND)

A Regular Savings Plan that allows individuals to seize the initiative, start saving and take control of their financial destinies.
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A FLEXIBLE PLAN TO HELP INVESTORS ACHIEVE THEIR FINANCIAL GOALS

​The International Wealth Savings Plan (Portfolio Bond) is a regular premium whole of life insurance contract that has a choice of having one or more lives assured. 

The Plan was designed to meet the demands of a rapidly evolving financial world. It provides your clients' with the structure, flexibility, and discipline they require to get their money working for them while giving them confidence and control over their financial futures.
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KEY FEATURES

CONTRIBUTIONS

  • Contributions can be made in GBP, USD, and EUR

  • Choice of monthly, quarterly, semi-annual, and annual contributions

  • Convenient options to make payment via standing order or credit card

  • Premiums are flexible with the option to increase, decrease or suspend contributions

  • There is a minimum contribution of USD 1000 a month or the currency equivalent

  • Ad hoc lump sum amounts may be added or withdrawn

AGE

Individuals between the ages of 18 and 65 years old are eligible to invest.

INVESTOR BENEFIT

  • Investments grow free of tax 

  • Offers a high level of investor security

POLICY LENGTH

Policy length can vary between 5 years and 25 years.

ONLINE ACCESS

Access to online valuations of the investment at any time.

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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