The Sterling
Investment Bond, provided by Zurich Assurance Ltd., enables you to invest
in a range of funds with the potential for growth while providing an element
of life cover.
Your adviser will help you decide if the Sterling Investment Bond is right
for you.
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aims What this Investment Bond is designed to do |
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Increase the value of the money you invest. |
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Allow you to withdraw your money if you choose. |
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Allow you to choose from a wide range of funds to match your investment objectives and attitude to investment risk. |
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Pay a cash sum when the last life insured dies. |
Your commitment What we ask you to do |
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Seek
financial advice. If you don't, your decision may not be appropriate. You should seek financial advice - before making any decsion to invest - regularly while your money is invested - when your financial circumstances change. |
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Look to invest for at least five to ten years. |
Risk factors What you need to be aware of |
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The value of your investment bond can go down and you may get back less than you invested. |
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The level of risk and potential investment performance differs depending on the funds you choose. |
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The Sterling investment funds guide gives information on the range of funds available. This guide is intended to be used in your discussions with your adviser to help you understand more about the funds and their risks. In
your terms and conditions, we explain that we can change some minimum
and maximum limits and cut off times. You can see our current limits
and cut off times in the Investment
bond information sheet.
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Sterling
is a trading name of Zurich Assurance Ltd, authorised and regulated
by the Financial Services Authority for its life assurance, pension
and investment products. |
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