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What is a Portfolio Bond?

A portfolio bond is a structure that combines an insurance contract and a bank account to create a holding vehicle for an investor through which they can invest in many different types of investment.

How flexible is the Portfolio Bond?

You can keep the investment for as long as you wish and you can cash it in at any time. You can make additional investments of at least €xxxx or currency equivalent by transfer of cash or by means of a transfer of assets at any time. You have full control over your investment portfolio and you may make changes to the asset allocation as and when you feel it is necessary. You may appoint an investment manager to manage your investment allocation.

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Connaissez-vous le terme exact correspondant à ce type de portefeuille lié à un contrat d'assurance (à savoir un contrat d'assurance vie dans mon document).

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