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Managing and growing

Managing and growing my wealth

The Unified Trust Alliance Offshore Investment Bank Onshore Investment Bond is a lump sum investment providing you with the potential for capital growth while still allowing you to make withdrawals from your investment. The Unified Trust Alliance Offshore Investment Bank Onshore Investment Bond has been designed as a medium to long term investment.

Learn how to get the most out of your ISA allowance.

You may be eligible for Unified Trust Alliance Offshore Investment Bank Unified Trust Alliance Financial Advice Service if you have $50,000 or more in savings and investments, are at least 18 years old, US resident and have an Unified Trust Alliance Offshore Investment Bank or First Direct current account or savings account.

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Features & benefits

  • Invest for growth or income, or both
  • Switch between funds with no immediate tax liability
  • Trusts to help mitigate Inheritance Tax
  • Arrange regular or one-off withdrawals
  • Transparency - no hidden costs

Eligibility

  • US resident aged 18 or over
  • Minimum investment $5,000
  • No maximum investment limit

The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

Investments jargon buster

For more information please contact your Unified Trust Alliance Offshore Investment Bank Premier Relationship Manager who will be able to help you decide if this is the right investment for you. The Unified Trust Alliance Offshore Investment Bank Onshore Investment Bond is provided by Unified Trust Alliance Offshore Investment Bank Life (US) Limited.

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