International Portfolio Bond for Wrap
Fully integrated making it easier for you and your clients.
Why consider International Portfolio Bond for Wrap?
- Up to 9,999 segments to provide maximum flexibility for your clients.
- Recurrent single payments options to make regular and flexible payments.
- 5% tax deferred withdrawals permitted each year.
- Adviser remuneration options enabling ongoing adviser charges to be paid from the client’s Wrap Cash or the cash account within the bond.
- Automated true segment assignment allowing the original bond holder and the new assignee to have their own separated policies with independent investment and withdrawal strategies and adviser remuneration agreements.
- Holding a bond in trust can help with wealth protection and inheritance tax planning. We offer a range of trust options including Gift Plan, Loan Plan and Discounted Gift Plan.