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Investment Bonds and Wrappers

We help expatriates select and arrange offshore investment bonds to help them achieve their lump sum investment objectives. The offshore investment bonds are provided by international insurance companies based in highly regulated offshore financial centres. There are three main types of investment bond to chose from starting with the simplest called a collective investment bond and ending with the Personalised portfolio bond which provides an increase level of investment flexibility and facilities.

Collective Bonds

Collective investment bonds provide a simple way for expatriates to invest offshore. The investor is able to create a diverse portfolio of investment funds to suit their personal investment objectives by selecting funds from a wide range of top fund management companies offered by the bond providers fund range.

List of Collective Bonds  Click

Personalised Collective Bonds

Personalised collective bonds are more suitable for experienced investors who want to create a portfolio of investment funds by selecting funds outside of the bond providers fund range.

List of Personalised Collective Bonds  Click

Personalised Portfolio Bonds

Personalised portfolio bonds are the most sophisticated type of investment bond. The investor is able to manage a diverse portfolio of the following assets within a single cost effective financial product with the minimum of fuss and paperwork.

List of Personalised Portfolio Collective Bonds  Click

Stocks and shares, Fixed interest securities, Selected currency deposits, Offshore or authorised unit and investment trusts, Private company shares

Send us your objectives

Simply use the enquiry forms to send us your objectives or send us your phone number and we will call you to discuss your requirements. Our service is confidential and free of obligation or fee.

When we receive your enquiry one of our consultants will send you their contact details and information about one or more offshore financial products that can be used to achieve your objectives.

When you have considered the suitability of the products and compared their benefits the consultant will answer your questions and provide any other information you need to help you establish which product is best suited to your requirements.

When you have chosen a product we will send you the application forms, provide simple instructions to help you complete them and make sure your application is processed smoothly.

Collective Bonds and providers

Generali International and Generali PanEurope

Choice (min GBP 15,000)

Zurich International

International Wealth Account (min GBP 50,000)

Friends Provident International

Zenith (min GBP 10,000)

Elite (min GBP 50,000)

Ultima Bond (min GBP 15,000)

Royal Skandia International

Managed Capital Account (min GBP 10,000)

Prudential International

International Prudential Prudence Bond (min GBP 20,000)

Skandia Ireland

European Capital Account (min Euro 37,500)

Collective Investment Bond (min GBP 25,000)

Hansard International and Hansard Europe

Capital Builder (min GBP 10,000)

Personalised Collective Bonds and providers

Royal Skandia International

Collective Investment Bond (min GBP 25,000)

Zurich International

International Wealth Account (min GBP 50,000)

Friends Provident International

Reserve (min GBP 25,000)

Generali International and Generali PanEurope

Professional Portfolio - Pooled option (min USD 75,000)

Zurich International

International Wealth Account (min GBP 50,000)

Personalised Portfolio Bonds and providers

Royal Skandia International

Executive Investment Bond (min GBP 50,000)

Friends Provident International

Reserve (min GBP 25,000)

Generali International and Generali PanEurope

Professional Portfolio - Pooled option (min USD 75,000)

Irish Life International

Spanish Portfolio Bond (min Euro 70,000)

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