The Select Investment Bond is a unit linked whole of life non-qualifying investment product, which is available on a single life or joint life (first or second death) basis, for anyone aged 18 or over.

For lives assured, minimum age of 3 months attained and maximum age of 89 years attained.

There is no upper limit to the amount your client(s) can invest into a Select Investment Bond (minimum initial contribution is £5,000) and additional contributions can be made at any time (subject to a minimum of £2,500). Contributions receive a 100% allocation rate and a loyalty bonus of 0.8% of the fund value is added every 5 years. An establishment fee is deducted monthly in advance by unit deduction over the first five years. The amount of the fee depends on the size of the premium and the commission option chosen. We also have a flexible allocation rate and commission option.

The Bond also features a phased investment option to enable your client to automatically move money gradually from one group of funds to another over a defined period of time, free of charge. The option can be taken at outset or added at a later date and can be applied to new and existing business.

The Select Investment Bond aims to:

The Select Investment Bond is backed by our Service Charter that commits us to provide an excellent service to you and your client. This includes non performance penalties – if we don’t keep our promises, we will pay you.

Canada Life Limited
Canada Life Place
Potters Bar
Hertfordshire
EN6 5BA

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Click here for information on our trust options

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