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Investment Bond
A Bond you can tailor to your needs and adapt as your circumstances change.
The Investment Bond is designed for investing a lump sum of at least £15,000 over the medium (at least five years) to long-term (over 10 years) and includes a small element of life assurance, also known as life cover.
It is provided by AXA Wealth Limited which is part of the AXA Group.
Who can invest?
- Those aged 18 or over and resident in the UK at the start of the Bond.
- You can invest individually, jointly with someone else or as a Trustee.
- Those looking to access a wide range of funds, through a product that offers the flexibility to switch between funds and make withdrawals in a tax efficient manner.
Find out more
Making choices about your investment options is an important decision and should not be made on the basis of this information alone. To find out more we recommend you speak with your Financial Adviser. If you do not have a Financial Adviser please visit www.unbiased.co.uk to locate one near you.
Please note that Financial Advisers use a variety of different ways to charge you for their services and you will be liable for any charges incurred.
Further information
| The Investment Bond Policy Provisions and Fund List will give you a bit more detail about how this plan works and why it may be suitable for you. |
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Our products are only available through Financial Advisers. If you do not already have a Financial Adviser, the link below will take you to a website to help you find one in your area. |