Bond, etc

Onshore & Offshore Bonds

We have experience of the development and review of many life assurance products particularly investment bonds for both onshore and offshore companies

This development can include:

  • Product features
  • Fund and other investment linkages
  • Documentation including disclosure requirements
  • Financial processes
  • Operational processes
  • Policy wordings
  • Trusts

Most wrap platforms include an offshore bond and many also include an onshore bond. Recently we have seen at least one platform also include a ten year qualifying unit linked endowment plan – what used to be known as a maximum investment plan (MIP) but referred to today as a qualifying savings plan. However, these are now not so attractive as hitherto.

We also do many aspects of work within life assurance companies including aspects of Part VII mergers of all or parts of life assurance company funds.