The more you invest, the more is allocated to your plan and the quicker your capital starts working for you.
Zenith is a unit-linked international investment bond, specifically designed to give you access to a wide range of funds - managed by investment specialists from around the world.
If you need access to your money, you can arrange for regular or one-off withdrawals. This can be up to 10% of your original payment per annum, penalty-free in the first five years with no restrictions thereafter – as long as you leave the minimum amount in your plan.
Zenith may be ideal if you have a lump sum to invest for at least five years.
|Product features||Investor Benefits|
|Tiered allocation.||The more you invest, the more is allocated to your plan.|
|Regular or one-off withdrawals.||Access to your capital, when you need it.|
|Death benefit.||101% of the cash in value if the last of the named lives assured dies while the plan is active.|
|Option to pay additional contributions.||You can add to your investment when it suits you.|
|Range of currency and payment options.||So you have the choice to make your plan work for you.|
|Tax efficiency||Your savings could grow free of income and capital gains taxes (with the exception of irrecoverable withholding tax) regardless of your country of residence.|
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