New AXA Wealth offer combines offshore investment bond with multi-asset solution
Offshore investors can benefit from Architas’ investment expertise when they choose from its Multi-Asset funds range within AXA Wealth International’s Evolution bond, without having to pay a product charge.
The offer applies to new clients who invest in Evolution, an offshore, single premium investment bond, and select the AXA Wealth International Architas Multi-Asset fund range on a guided architecture basis.
The offer runs from 1 July 2012 until 31 October 2012. Clients who invest a minimum of £25,000 into a new Evolution bond during that period will not be subject to the quarterly management charge as long as the policy remains invested in the eligible Architas funds; a saving of up to £2,000 over five years.*
The offer gives access to a simple accumulation vehicle ideal for smaller investors looking to initiate offshore investments in a cost effective manner, giving them access to new set of investment options. Clients will be able to take advantage of multi-asset expertise through Architas as well as the tax benefits available through offshore bonds.
Richard Leeson, sales and marketing director, AXA Wealth International, said: “Investing via this offer is highly flexible, giving clients a convenient way to access a range of different investment strategies. This offer gives easier access to multi-asset expertise with a focus on risk management and is a good introduction into offshore for clients with a minimum of £25,000 to invest.”
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