FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Products and solutions

Which investment and savings solution you choose for your client will depend on their hopes and aims for the future.

We believe that you have an important role to play in helping your clients to define their needs. For example, do they want to:

  • save money in a tax-efficient environment?
  • have the potential for growth?
  • provide an income?
  • put money aside for their children’s education?
  • provide for their retirement?
  • protect their assets for the benefit of their dependants?

Once they’ve decided what they want to achieve, we can provide a choice of products suited to their particular needs and where they reside.

European Executive Investment Bond

A PRIIPs compliant open architecture portfolio bond, with an initial investment of €75,000.

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European Collective Investment Bond

A PRIIPs compliant portfolio bond, with an initial investment of €37,500.

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Spanish Collective Investment Bond

A PRIIPs and Spanish tax compliant portfolio bond with an initial investment of €37,500.

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EEIB with QC

A PRIIPs compliant open architecture portfolio bond, with an initial investment of €375,000. The investment will be managed by Quilter Cheviot.

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Swedish Executive Portfolio

A PRIIPs compliant portfolio bond for Swedish Resident investors, with an initial investment of SEK 500,000.

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Executive Bond In Switzerland

A pension solution for Swiss pension scheme members in the EEA, with an initial investment of €75,000.

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Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.