Intus Portfolio Bond

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.
  • PRIVACY
    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.

How Can an Intus Portfolio Bond (IPB) work for you?

WHAT IS IPB?
An Intus Portfolio Bond is a life insurance contract that permits greater flexibility as regards asset management and custody. As the policyholder, you transfer the assets you wish to invest to a dedicated account, effectively making Intus Life their legal and beneficial owner.

A MODEL THAT GUARANTEES CONTINUITY
Another major advantage of an Intus Portfolio Bond is that there is no need for you to terminate relationships with financial advisers and institutions you already know and trust. You may apply for a policy through an intermediary, such as an insurance broker or financial advisor, a bank, family office, lawyer, or the asset manager of your choice. Your assets are then invested by Intus Life, which handles all the administrative aspects of the policy, such as opening the account, instructing asset managers and producing account positions to keep you informed at all times of the state of your assets.

PUTTING YOUR MIND AT REST:
COMPLIANCE AT EVERY LEVEL

Life insurance is a financial instrument that is accorded full recognition by virtually all national legislations. When finalising life insurance contracts for our clients, we guarantee transparency and enlist stringent management and control mechanisms to ensure total compliance with local regulations and requirements. This means you can relax, secure in the knowledge that your financial arrangements are completely above board. You have the peace of mind of knowing that your assets are put to use as effectively as possible while enjoying total protection.

Interested in Intus Portfolio Bond?

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