Nucleus Onshore Bond account
An investment-linked whole of life assurance policy
The Nucleus Onshore Bond account is a flexible, tax-efficient investment-linked whole of life assurance policy, issued by Sanlam Life & Pensions UK Limited. It offers access to a wide range of funds, including regulated exchange traded funds and investment trusts.
The Nucleus Onshore Bond account – at a glance
The account is subject to an additional annual wrap charge of 0.10%.
There is no minimum initial investment.
There are no restrictions on the amount or frequency of additional payments.
Clients can choose from over 2,000 assets from around 150 fund managers.
You can assign the whole bond or a number of segments.
The account can be used with a number of trusts from the Nucleus trust suite or an existing trust deed.
The tax treatment of an investment or savings product depends on the individual circumstances of each client and may be subject to change in future.
Past performance is not a reliable guide to future performance, nor a reliable indicator of future results or performance. The value of an investment can go down as well as up, and may be less than the amount(s) paid in.