The more your clients invest, the more is allocated to their plan and the quicker their capital starts to work.
Zenith is a unit-linked international investment bond, designed to provide access to a wide range of funds - managed by investment specialists from around the world.
If your client needs access to their money, they can arrange for regular or one-off withdrawals. This can be up to 10% of their original payment per annum, penalty-free in the first five years – as long as they leave the minimum amount in the plan.
Zenith may be ideal if your client has a lump sum to invest for at least five years.
|Product features||Investor benefits|
|Tiered allocation.||The more your client invests, the more is allocated to their plan.|
|Regular or one-off withdrawals.||Your client can adapt the plan to their lifestyle|
|Death benefit.||101% of the cash-in value if the last of the named lives assured dies while the plan is active.|
|Tax efficiency.||Funds accumulate free of tax (apart from any withholding tax on investment income, deducted at source in the country of origin).|
|Range of currency and payment options.||So your client has the choice of making it work for them.|