Intus Portfolio Bond
– A customized solution to all your needs
Intus Portfolio Bond Life Insurance combines the security and protection of a life insurance policy with the flexibility of private banking. While acting as a vehicle for efficient asset growth, it can also take care of issues such as succession, estate planning and tax optimisation. And it is flexible enough to adapt to your circumstances, as and when they change.
High-Net-Worth Individuals like yourself, who are in search of a wide range of investment possibilities and asset preservation, have distinct needs and expectations. These can usually be broken down into five categories:
- TAX OPTIMISATION
Given the value of your assets and your exposure to tax, you will be looking for a solution that complies with legislation in your country of residence but secures more favourable fiscal treatment. Intus Life is not subject to income tax on investments (apart from the possibility of some withholding taxes on the underlying investments which cannot be reclaimed)
- INVESTMENT FLEXIBILITY
You perhaps wish to integrate a wide range of assets into your life insurance policy with a view to efficient capital growth.
- ESTATE PLANNING
Depending on your family circumstances, you may want to use a life insurance policy as an efficient way of transferring your wealth to the next generation.
Like the majority of wealthy clients, you will be looking for privacy when it comes to your assets and financial affairs. This legitimate need can be fulfilled with a life insurance policy.
- ASSET AND INVESTOR PROTECTION
One of your greatest priorities is to preserve and protect your wealth.