Insurance investment is a form of investment whose benefits are often best seen in the long term. It is particularly well suited to preparations for retirement and saving for a child or a grandchild. Besides accruing your wealth, it is a flexible way to transfer wealth to your close relatives.
Insurance investments enable you to distribute your assets to various alternatives, such as funds and investment baskets. You can change your investments according to your targets, activity and risk appetite. The return you will obtain from your insurance policy depends on the performance of the invested assets, and it will not be subject to tax until you draw it down or your contract expires.
Your Private Banker will advise you on how to best utilise insurance investments to implement your investment plan and targets and help you find the insurance investment solution that will meet your needs.