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Zurich- International Portfolio Bond


International Portfolio Bond

Type: Offshore unit-linked bond

Minimum investment: £50.000, $85,000, euros 70,000

Investment choice: More than 1,500 externally managed investment funds, 11 internal funds managed by Eagle Star Investments, offshore bank accounts, discretionary asset management option

Place of registration: Dublin

Options: Life insurance or capital redemption structure, special enhancement feature to increase initial investment value by up to 3%

Charges: Annual plan charge 0.18-1.1% for life insurance version, 0.13-1.05% for capital redemption version depending on amount invested, initial charge up to 8% or establishment charge up to 1.92% a year for five years depending on IFA initial commission, annual charge up to 1.5% depending on IFA renewal commission, additional charges for external funds depending on fund

Commission: Initial up to 8%, renewal up to 1.5% a year through customer agreed remuneration menu

Tel: 0500 546546


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Especially in the years of burgeoning residential property and investment values, inherit-ance tax was a hot topic.


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