Features and benefits
An international investment bond, offering a wide range of investment and administration options to suit you.
Reserve + has a number of features allowing a customer to create a bespoke plan to meet their needs.
| Product features | Investor benefits |
|---|---|
| Investment options | You can select assets from the range of Personalised Assets available to Reserve+. |
| Currency options | Choose to make or receive payments in US Dollars (USD), Sterling (GBP), Euro (EUR), Australian Dollars (AUD). |
| Asset transfer | Using existing assets to start your Reserve + Policy. All assets are subject to our acceptance. |
| Flexible charge options | You can choose from the Establishment charge option either on an Upfront charge basis or payable quarterly over 5, 8 or 10 years. |
| Regular or one-off withdrawals | The plan can be adapted to suit your lifestyle and varying needs. |
| Separate your plan into 100 policies | Reserve+ allows you to establish up to 100 individual policies to aid with estate planning. |
| Multi-currency transaction | Your lump-sum payment can be made in any freely convertible currency. We set up General Transaction Accounts in the currencies you choose. These operate as cash accounts and receive any payments you make to us and we make to you. Any transactions such as charges to be taken, and the buying and selling of investments, will also pass through these accounts. |
