Prudence Portfolio Bond Top-Ups - Capital Redemption Option
Prudence Portfolio Bond is now closed to new business, although still open for top-ups. For new clients seeking a tax-efficient open architecture investment, take a look at our Portfolio Account - Capital Redemption Option, which offers flexible charging options and access to over 2,500 funds, along with many other benefits.
Top-up business
Clients who have a Prudence Portfolio Bond can still make top-up investments and you can find an application form and Key Features document below.
Topping up offers various advantages:
- It's suitable for smaller investments - the minimum for top-ups is just £5,000.
- For UK individual investors, top-slicing relief will be calculated from the date of the original investment, not the top-up.
- The same charging structure applies to top-ups as to the original investment.
What is the Portfolio Account?
Portfolio Account is our open architecture bond, which offers:
- four flexible charging options, each with variable commission;
- access to over 2,500 funds;
- annual management charge rebates on many funds*;
- discounted initial charges - many of the funds available have a nil initial charge;
plus all the usual tax benefits of our Dublin base. You can find more information and literature on the Portfolio Account - Capital Redemption Option page.
* AMC rebates are not guaranteed and are subject to change.
Full terms and conditions are available on request.
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