Reserve +
An international investment bond, offering a wide range of investment and administration options to suit you.
Reserve + is our tailored, tax-efficient solution. It could be ideal if you have a lump sum to invest for at least five years and are seeking capital growth, a regular income, or both.
You have the flexibility to build an investment portfolio that can adapt and respond to support your ever-changing circumstances.
| Product features | Investor Benefits |
|---|---|
| Two investment options. | You can choose from two investment options 'Personalised assets' or 'Collective investments'. |
| Currency option. |
You can choose to make or receive payments in US Dollars (USD), Sterling (GBP), Euro (EUR), Australian Dollars (AUD). |
| Regular or one-off withdrawals. | The plan can be adapted to suit your lifestyle and varying needs. |
| Separate your plan into up to 100 policies. | You have the flexibility to decide how and when to take payments or cash in your policies in the most tax efficient way. |
- Additional single premium (top up) - Open architecture products
- Appointment of Discretionary Manager
- Appointment of Investment Adviser
- Appointment of Third Party as Payee
- Asset Exchange Form
- Build diversification into your portfolio
- Fixed Term Deposit - Client Investment Declaration
- Reserve + Brochure
- Reserve + Charging Structures
- Reserve + Flexibility. Choice. Consolidation
- Reserve + Performance Guide
- Reserve + Policy Conditions
- Reserve + Product Guide
Next Steps
To help achieve your financial goals, it’s important that you get independent financial advice. You can only buy our products through a financial adviser, so please speak to yours for guidance. They will help ensure your plans are tailored to meet your needs. If you do not have a financial adviser click here