Capital Control
Capital Control Bond
The Capital Control Bond is a single Premium unit-linked whole of life assurance policy.
The premium will be invested in permitted investments selected by the policyholder or by the appointed Investment Manager. The value of the investments will dictate the value of the Bond. The income those investments produce (such as dividends or interest) also increases the value of the Bond.
Upon the death of the Life Assured or, if there is more than one Life Assured, the last life assured, the policy pays the death benefit. The amount paid is equal to 100% of the realised value of the underlying assets plus £100, less any outstanding charges.
Basic Features
| Investments | Collective Investments/UK assets, Discretionary Manager, Investment Adviser |
| Withdrawals | Yes - minimum undefined |
| Death Benefit | Surrender Value + GBP100 |
| Surrender | No |
| Assignments | Yes - Full only |
| Additonal notes | |
| Minimum Policy Value | Undefined |
| Policy Currency | GBP |
| Broker assigned | No ongoing adviser charges |
| Charges | Will be deducted quarterly on policy anniversary based on the policy value. |