Personal Portfolio Bonds
For those investors who already have existing stocks and shares and who would like to consolidate all of their holdings into one 'Umbrella' product the Personal Portfolio Bond is an ideal vehicle into which they can be put.
Many of the largest and best known Institutions such as Friends Provident, Royal London 360, Royal Skandia, Generali International and Hansard International all have offerings that give varying benefits to the investor who targets a diverse spread of Assets.
This product can also be beneficial to a new investor who wants to generate a broad spectrum of holdings as it can access up to 7,000 worldwide funds as well as most of the stocks and shares listed on the world's major stock exchanges.
One of the major benefits of a 'PPB' is that it allows the smaller investor to access some of the most prestigious fund managers at a lower level. e.g. a fund that requires US$50,000 minimum investment may be accessible through a 'PPB' at just US$10,000, thereby giving the investor the ability to access a wide range of top performing funds with a smaller initial investment.
To understand more about this very flexible product contact us now for further information and a no obligation consultation with one of our specialists.