Investment bond


 

Home
Site Map
Add Term
Search
About Us
Contributors

Investment bond

A unit linked single premium whole life assurance policy. Part of the premium gives life cover whilst the balance is invested in unitised funds. Under certain circumstances, since the bond is a life policy, certain tax advantages may be enjoyed. For example if the capital and annual interest are reinvested in full, there is no immediate liability to higher rate tax. If the proceeds of the bond are subsequently taken when a former higher rate taxpayer has become a basic rate payer, there is no higher rate tax liability.



Similar Matches

Undertakings for Collective Investment in Tradable Securities

Undertakings for Collective Investment in Tradable Securities

UCITs are collective funds which can be sold across national borders within the EU in accordance with the 'Undertakings for Collective Investment in Tradable Securities' Directive. For UK investors, one of their significance attributes is they can be sheltered from tax within the Stocks and Shares component of an ISA.


Unit investment trust

Unit investment trust

Money invested in a portfolio whose composition is fixed for the life of the fund. Shares in a unit trust are called redeemable trust certificates, and they are sold at a premium to net asset value.


Investment

Investment

The buying of shares in individual companies or units in collective funds (unit trusts, OEICs etc) in order to earn income and to make a capital profit.The placing of money with banks and other financial institutions in order to earn interest.In the UK, the Financial Services Act 1986 defines investments to include shares, debentures and other securities such as government securities, certain options and warrants, unit trusts and other forms of collective investment schemes, futures contracts and some long term life insurance contracts.


Investment management

Investment management

The process of managing money. Also called portfolio management and money management.


Foreign investment risk matrix (FIRM)

Foreign investment risk matrix (FIRM)

Graph that displays financial and political risk by intervals on which countries may be compared according to risk ratings.


Further Suggestions

Unit Share Investment Trust (USIT)
Enterprise Investment Scheme
Expected return on investment
Multilateral Investment Guarantee Agency (MIGA)
investment income
Trade and investment
Guaranteed investment contract (GIC)
Leveraged investment company
Registered investment adviser
Registered investment company
Investment value
Direct Foreign Investment
Investment bank
protected investment products
Real Estate Mortgage Investment Conduit (REMIC)
Investment Risk
Value Line investment survey
Systematic investment plan
Target investment mix
Net investment income per share
Investment software
Regulated investment company
Alternative Investment Market
Trade-related investment measure
Automatic reinvestment


 
All rights Reserved. Do not copy without permission.