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SavingsHow to Apply
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If you are looking for a wide choice of funds and the opportunity to build a portfolio to suit your needs, all in one convenient package, then take a look at the Investment Bond, provided through our partnership with AXA. The Investment Bond is a way of investing £5,000 or more over the medium (at least 5 years) to long (at least 10 years) term. It can be used to aim to increase the value of your money, provide regular withdrawals or a combination of both. We believe in giving you choice and through AXA’s Investment Bond you can invest in a range of professionally managed funds which match your investment aims and approach to risk. The fund range draws on the investment expertise of fund managers within the AXA Group as well as some of the world’s major fund management organisations. These bonds are available for people aged 18 or over. You can invest alone or with another person (at least one person must be aged under 85). Please note – The value of your investment can go down as well as up, and you can get back less than you invest. If some of the funds’ investments are held in foreign currency, the value can fall and rise in line with exchange rates.
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