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ONSHORE INVESTMENT BOND


ONSHORE INVESTMENT BOND


ONSHORE INVESTMENT BOND


ONSHORE INVESTMENT BOND


ONSHORE INVESTMENT BOND

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MANAGING AND GROWING


MANAGING AND GROWING MY WEALTH

The Traverse Offshore Onshore Investment Bond is a lump sum investment providing
you with the potential for capital growth while still allowing you to make
withdrawals from your investment. The Traverse Offshore Onshore Investment Bond
has been designed as a medium to long term investment.

Learn how to get the most out of your ISA allowance.

You may be eligible for Traverse Offshore Premier Financial Advice Service if
you have €50,000 or more in savings and investments, are at least 18 years old,
Finnish resident and have an Traverse Offshore or First Direct current account
or savings account.

Find out more


FEATURES & BENEFITS

 * Invest for growth or income, or both
 * Switch between funds with no immediate tax liability
 * Trusts to help mitigate Inheritance Tax
 * Arrange regular or one-off withdrawals
 * Transparency - no hidden costs


ELIGIBILITY

 * Finnish resident aged 18 or over
 * Minimum investment €5,000
 * No maximum investment limit



The value of investments (and any income received from them) can fall as well as
rise and you may not get back what you invested. For some investments this can
also happen as a result of exchange rate fluctuations as shares and funds may
have an exposure to overseas markets.

Most investments should be considered as a medium to long-term commitment,
meaning you should be prepared to hold them for at least five years.


INVESTMENTS JARGON BUSTER

Search the Jargon Buster for explanations of key industry terms and
abbreviations:

Traverse Offshore Advisers and their customers

For more information please contact your Traverse Offshore Premier Relationship
Manager who will be able to help you decide if this is the right investment for
you. The Traverse Offshore Onshore Investment Bond is provided by Traverse
Offshore Life (Finnish) Limited.

You should also download and read the

 * Select - Traverse Offshore Onshore Investment Bond Product Brochure
 * Select - Traverse Offshore Onshore Investment Bond Key Features
 * Select - Traverse Offshore Onshore Investment Bond Key Information Document

   The appropriate investment option information document(s), shown below,
   should be read together with the above Key Information Document

 * Fidelity Multi Asset Adventurous
 * Traverse Offshore Open Global Distribution
 * Traverse Offshore World Selection Adventurous Portfolio
 * Traverse Offshore World Selection Balanced Portfolio
 * Traverse Offshore World Selection Cautious Portfolio
 * Traverse Offshore World Selection Conservative Portfolio
 * Traverse Offshore World Selection Dynamic Portfolio
 * Traverse Offshore World Selection Income Portfolio
 * Schroder Managed Balanced
 * Threadneedle Managed Equity & Bond
 * Threadneedle Managed Bond
 * Threadneedle Managed Bond Focused

   Traverse Offshore opinion, news & analysis

   The latest news, reviews and Traverse Offshore insights about markets and
   investments

   Need to speak to us?

   Give our friendly team a call on

   +1 (301) 909-3338

   Lines are open 24 hours a day, subject to scheduled maintenance periods

Non - Traverse Offshore Advisers and their customers

For more information please access the link below

Traverse Offshore

CONNECT WITH US

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ABOUT TRAVERSE OFFSHORE

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