Investment Bond

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INVESTING

Investment Bond

Managing and growing my wealth

Managing and growing

The Norvalden Onshore Investment Bond is a lump sum investment providing you with the potential for capital growth while still allowing you to make withdrawals from your investment. The Norvalden Onshore Investment Bond has been designed as a medium to long term investment.

You may be eligible for Norvalden Financial Advice Service if you have $50,000 or more in savings and investments, are at least 18 years old and have a Norvalden  current account or savings account.

Features & benefits

  • Invest for growth or income, or both
  • Switch between funds with no immediate tax liability
  • Trusts to help mitigate Inheritance
  • Arrange regular or one-off withdrawals
  • Transparency – no hidden costs

Eligibility

  • Aged 18 or over
  • Minimum investment $5,000
  • No maximum investment limit
INVESTING

Why Norvalden for your Investment Bond?

Account fees that don’t grow with your investment

Save regularly from $50 a month

Stop, start and change your payments whenever you like

24/7 access to manage your Junior ISA online

Over 4,000 investments to choose from

Low monthly Account charge of $10

Start trading online the same day

Access money when you want

Savings in your ISA grow free from additional income and capital gains tax

Norvalden® is registered and authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Norvalden® gives no financial or investment advice.

Disclaimer

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.
All investments carry an element of risk which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. We can't give you financial advice.
Laws and tax rules may change in the future without notice. The information here is our understanding as of April 2018. This information takes no account of your personal circumstances which may have an impact on tax treatment.