Reserve +

The multiple award-winning portfolio bond

We have prepared a range of technical guides and sales aids to help you and your customers realise the full potential of Reserve +.

What is Reserve +?

Reserve + Charging Structures

Flexibility. Choice. Consolidation

 

 

Reserve + has been designed to help customers achieve their medium- to long-term investment goals.

It is suitable for people who have a lump sum to invest for at least five years, particularly those seeking capital growth, the flexibility to access their savings, or a combination of these.

With Reserve +, customers can invest to build up capital and, as life moves on and priorities change, use the bond’s flexibility to adapt to support new aspirations.

Customers can re-balance their portfolio whenever they need to, either by adjusting existing investments or exploring new options.

Reserve + provides flexibility and tax efficiency, plus access to the world’s investment markets through a diverse range of assets.

 
Additional single premium – Open architecture products
Appointment of Discretionary Manager
Appointment of Investment Adviser
Appointment of third party as payee
Asset Exchange Form
Build diversification into your portfolio
Optional Management Authority
Portfolio Bond dealing instruction
Reserve + : The Ultimate Platform
Reserve + Application form
Reserve + Brochure
Reserve + Charging Structures
Reserve + Corporate Application form
Reserve + Flexibility. Choice. Consolidation
Reserve + Performance Guide
Reserve + Product Guide
Reserve + guide to dealing and settlement charges
Reserve + policy conditions
The benefits of staying invested
Trustee application form

Investors have a huge choice of investments that can be included within their Reserve + bond, including:

Collective investments*

  • UK authorised unit trusts
  • UK investment trusts
  • Open-ended investment companies
  • Overseas collective investment schemes including open‑ended investment companies, unit trusts, arrangements creating co-ownership rights, hedge funds and exchange-traded funds
  • Cash, including bank and building society deposits.
* Clean share class only

Personalised assets

  • Equities and fixed interest securities (including Sukuks) quoted on most recognised stock exchanges
  • Unit trusts
  • Open-ended investment companies
  • Investment trusts
  • Offshore reporting and non-reporting funds
  • Hedge funds, funds of hedge funds and exchange traded funds
  • Structured notes and structured deposits
  • US, Canadian and Australian mutual funds where your investments are held with a discretionary fund manager
  • Cash, including bank and building society deposits.
 

Quick Facts

  • Single premium
  • GBP25,000 minimum investment
  • Multiple currency options
  • Access to a wide range of investments
  • Flexible, easy access
Reserve +
Download the brochure

Speak to your regional sales manager to find out more

FPI Award