International Portfolio Bond
Overview
The International Portfolio Bond is a tax-efficient way to hold a wide range of investments. It offers a variety of charging and commission structures designed to meet your clients' needs and accommodate your business model.
Investments can be in a wide choice of assets from a range of investment managers and deposit account providers:
- a wide range of collective investment schemes, including unit trusts and open-ended investment companies (OEICs);
- a choice of international insured funds provided by Legal & General International;
- cash deposits; and
- a choice of investment currency – British Pound, Euro or US Dollar.
Your clients can also benefit from the strength of Legal & General International to negotiate preferential terms with leading fund managers. In addition to any specially negotiated rates, a selection of funds will be categorised as Portfolio Select or Portfolio Select Plus and will carry no initial fund charge as well as the added benefit of having no dealing charges associated with their sale or purchase. Legal & General International reserve the right to amend the benefits of these Portfolio Select & Portfolio Select Plus investment funds at any time.
Legal & General International offers a suite of trusts to assist with inheritance tax planning which are available for use with this product.
