The Winterthur Investment Bond allows complete flexibility in terms of policy use within the product...
The Winterthur Investment Bond allows complete flexibility in terms of policy use within the product. It is possible for each policy to be treated totally independently in terms of investment planning and withdrawal requirements. The amount in each policy does not have to be the same, each policy (or a set of policies) can have its own investment strategy (including phased investments and portfolio rebalancing), and it is possible to choose exactly which policies and funds withdrawals are taken from. Winterthur also offers a number of trust arrangements to help provide for optimal tax ...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
