Old Mutual International Collective Investment Bond

The Old Mutual International Collective Investment Bond, gives your clients almost unlimited access to authorised collective investments around the world, in most major asset classes and currencies. By wrapping their portfolio within a Bond, it enables them to change and adapt their investment choice as their needs and circumstances change, without the exit penalties, initial charges and tax liabilities associated with traditional structures. However your clients may be liable for UK Capital Gains Tax (CGT) on the disposal. It also provides estate planning options that enable your clients to pass on as much of their wealth as possible to their family and future generations.

As the Bond is held offshore it is not currently liable to any form of income or capital gains tax on policyholders’ funds. However the bond is liable to withholding tax. It is designed with multiple policies so as to give your clients easy and flexible access to their funds when required, with maximum UK tax efficiency.

For more information, download the product brochure below:

The information provided on this page is not intended to offer advice. It is based on Old Mutual International's interpretation of the relevant law and is correct at the time of publication. While we believe this interpretation to be correct, we cannot guarantee it. Old Mutual International cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained on this page.

Past performance is no guarantee of future returns. The value of the investments and the income from them can go down as well as up and the investor may not get back the amount invested. Where a transaction involves more than one currency the investor may be exposed to the risk of currency fluctuations.

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