HOW TO APPLY

When you're ready to apply for the Investment Bond

Apply through a financial adviser

You can only apply for our Investment Bond through a financial adviser, who will be able to help you decide whether it’s suitable for you. A financial adviser can help to define your attitude to risk and advise you on the mix of investments that may best suit your investment needs.

If you haven't got a financial adviser, find out how to get expert help and support.


Before you apply make sure you have read

GOT A QUESTION?

There are 3 ways to get in touch. You can either:

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    QUICK LUMP SUM CALCULATOR

    This calculator will give you an idea of how much money you'd need to consider saving each month for a lump sum in the future.

      Try the calculator