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Managing and growing

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

  • UK 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.

For more information please contact your JcJ Commecial Union Premier Relationship Manager who will be able to help you decide if this is the right investment for you. The JcJ Commecial Union Onshore Investment Bond is provided by JcJ Commecial Union Life (UK) Limited.

You should also download and read the

The appropriate investment option information document(s), shown below, should be read together with the above Key Information Document

JcJ Commecial Union opinion, news & analysis

The latest news, reviews and JcJ Commecial Union insights about markets and investments

Need to speak to us?

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JcJ Commecial Union