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Collective Investment Bond

The Collective Investment Bond is an award-winning unit-linked bond, designed for people aged between 18 and 80 with at least £10,000 to invest.

Why should you invest in the Collective Investment Bond?

  • Through your bond you have access to more than 900 funds from over 70 fund managers.


  • Access to a comprehensive trust range.


  • Choice of charging structure – either initial or phased.

     For more information on charging structure select this link.
    A choice of initial or phased charging structures, allowing you to pay all of the set up costs up-front, or spread them over a number of years.


  • Access to market leading portfolio planning tools which help your financial adviser recommend the appropriate funds to match your investment needs.


  • Access to online valuation functionality.

Because we don’t sell our bonds direct to the public, we rely on financial advisers recommending us. We have an excellent reputation among financial advisers for the services and tools we provide, all of which are geared towards helping them give you the best possible service.

The Collective Investment Bond gives you access to two charging options to suit your circumstances.

Initial charge option – allowing you to pay the set-up costs up front.

Phased charge option – allowing you to spread the costs over five years.

 What else do I need to know?


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