Investment
An international investment bond, offering a wide range of investment and administration options to suit you.
Reserve + offers customers access to a wide range of assets. Examples of the assets that are available include:
- Equities
- Fixed interest securities
- Unit trusts
- Open ended investment companies
- Structured Products
- Cash, including bank and building society deposits
We will consider other assets on a case by case basis, subject to them being acceptable to us and compliant with any regulations that may apply.
Appoint an Investment adviser or Discretionary manager
Reserve + is also designed to allow customers to appoint an Investment adviser or Discretionary fund manager. These professionals specialise in portfolio construction and work with customers and their representatives to create a bespoke investment portfolio aligned to a customer’s desired returns and risk profile.
You can appoint an investment adviser to choose and, if appropriate, place deals on your behalf. You can pay them, via regular withdrawals, either a fixed fee per quarter or a percentage of the value of the investments.
You can appoint a discretionary fund manager who will place deals on your behalf, but they will also hold your assets in their custody. You can pay them, via regular withdrawals, either a fixed fee per quarter or a percentage of the value of the investments.
