TRANSACT INVESTMENT BONDS
Transact offers a wide range of tax-efficient wrappers, including Onshore* and Offshore** bonds.
Here are some of the benefits available with Transact investment bonds:
- Open-architecture – wide choice of eligible investments
- Sub-wrapper capabilities – create ‘pots’ for separate goals
- Up to 1,000 policy segments in each bond – facilitating gifting of individual segments
- A suite of specimen trust deeds for inheritance tax (IHT) planning
- Available to trustees and corporate clients as well as individual and joint applicants.
Speak with your local Business Development Manager today to find out more Arrange a meeting
*The Transact Onshore Bond is provided by IntegraLife UK Limited, 29 Clement’s Lane, London, EC4N 7AE which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (entered on the Financial Services Register under number 110344).
**The Transact Offshore Bond is provided by IntegraLife International Limited, Second Floor, 18/20 North Quay, Douglas, Isle of Man, IM1 4LE which is authorised & regulated by the Isle of Man Financial Services Authority.
Transact was rated first for overall satisfaction in the Investment Trends 2024 UK Adviser Technology & Business Report – primary users.
This advertisement is for use by professional advisers only. Unless stated otherwise, any opinions expressed are our own or based on our interpretation of relevant rules and regulation in the UK. The content is for information purposes only and does not, and is not intended to, constitute professional advice. (M347)
**The Transact Offshore Bond is provided by IntegraLife International Limited, Second Floor, 18/20 North Quay, Douglas, Isle of Man, IM1 4LE which is authorised & regulated by the Isle of Man Financial Services Authority.
Transact was rated first for overall satisfaction in the Investment Trends 2024 UK Adviser Technology & Business Report – primary users.
This advertisement is for use by professional advisers only. Unless stated otherwise, any opinions expressed are our own or based on our interpretation of relevant rules and regulation in the UK. The content is for information purposes only and does not, and is not intended to, constitute professional advice. (M347)