Friends Provident International - UltimaBond

UltimaBond
UltimaBond

UltimaBond is a single-premium, whole of life investment bond without “fixed term” or “maturity date” designed for medium-term or long-term investment. It gives access to a wide range of expertly managed international funds.

Benefits at a Glance:

  • Single Premium with flexibility to make additional investments at any time subject to a minimum of € 7.500 or equivalent.
  • As a loyalty bonus, bonus units of 0,25% per annum of the plan's bid value is added after 5 years continuous investment, and 2% of the encashment value of the units on the 10th anniversary of continuous investment.
  • Access to a wide range of investment funds from highly regarded fund managers.
  • The plan can be set up as a cluster of up to 999 individual policies for maximum flexibility.
  • Changing your choice of funds is currently free of administrative charge.
  • Flexibility of encashment, including a regular withdrawal facility provided the plan value exceeds € 7.500 or equivalent.
  • Withdrawals and partial encashments of up to 10% of the initial and any subsequent investment each year (non cumulative) are free of charge.
  • Death benefit of 101% of the bid value of units in plan.
  • Tax-efficient growth -whichever investment funds you select, growth can be achieved tax-efficiently.
  • Full support, online statements on demand, and professional advice.


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