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Product information

Which solution you choose will depend on your hopes and aims for the future.

We believe the best way for you to assess your needs is with the help of a financial adviser, beginning with defining your goals. For example, do you want to:

Once you’ve decided what you want to achieve, we provide a range of products that might be suitable for your goals and that are also suited to your particular market.

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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 European Executive Investment Bond with Quilter Cheviot

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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*The Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation.

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