MSV Investment Bond
The Investment Bond is a whole of life single premium life insurance policy linked to the value of underlying investment funds. The plan is available in three currency versions (Euro, US Dollar, or GB Sterling) and each currency version is available in a Standard version and a Premier version.
The Investment Bond offers you the possibility to diversify and balance your portfolio through an investment choice from:
- Investment Funds managed by Fidelity Investments, JP Morgan and Valletta Fund Management (VFM) and
- MSV With-Profits Fund that effectively provides capital protection, under the Euro version of the Plan.
The MSV Investment Bond at a glance
|
| Type of Plan |
Whole of Life Unit Linked Investment Bond |
| Minimum Premiums |
€/$/£ 5,000 – for the Standard Version
€/$/£ 25,000 – for the Premier Version |
| Minimum Term |
5 years |
| Age at Entry |
3 months and a maximum of 85 years |
| Additional Top-Ups |
Minimum €500 and subject to the applicable top-up fees. |
| Withdrawal of Regular Bonus |
Any regular bonus declared under the MSV With Profits Fund may be withdrawn without deduction of the relevant exit charges. The minimum amount that can be withdrawn is €250. |