No longer the exclusive preserve of the very wealthy, offshore investment has become increasingly popular amongst a broad range of investors. If you and your financial adviser decide that offshore investment is appropriate for you, Principal can manage an offshore portfolio on your behalf.
Offshore bonds
Principal has linked with several of the major life offices to enable us to manage the assets within an offshore bond wrapper. Where appropriate to do so, this enables investors to combine the tax advantages of an offshore bond with the benefits of a tailored investment portfolio.
- AXA
- AEGON
- Aviva (NU)
- Canada Life
- Clerical Medical
- Friends Provident
- Royal Skandia
- Standard Life
The tax regulations require that an offshore bond must only invest through managed funds (unit trusts, investment trusts and OEICs). Principal will construct a portfolio of the top performing funds from the leading investment houses, tailored to suit your particular aims and objectives. Your portfolio is then kept under continuous review, with changes made where appropriate to reflect changing circumstances or stockmarket conditions.
For further information on Principal's offshore portfolio management services please speak to your financial adviser or contact us.
Onshore bonds
In addition, we can also manage assets within an onshore bond, provided by Sanlam Investments and Pensions.
To download a PDF of the bond providers we work with, please click here.