Investment bond
Investment bonds give you access to a wide range of funds to provide capital growth over the medium to long term. The Co‑operative Investments offers access to the Investment Bond provided by Norwich Union:
If you choose to invest in the Investment Bond now, you could benefit from even more potential growth. For a limited time Norwich Union will add a 1% extra allocation to your initial investment as soon as you invest, so there’s a great reason to make an appointment with a Co-operative Financial Adviser*.
The initial allocation amount is dependent on your age and therefore the amount Norwich Union invests may still be less than 100% of your investment. Other charges for the Investment Bond remain unchanged and apply to the whole amount invested including the extra 1%.
The value of your investment and any income from it can go down as well as up and you may not get back the amount originally invested.
Other benefits of the Investment Bond are:
- Flexibility - you can choose ready-made portfolios to suit your risk profile, or choose your own individual funds from our range of around 90 funds. You can also switch funds free of charge up to 4 times a year.
- Choice - access our own funds managed by The Co‑operative Investments, as well as funds from other leading providers such as BlackRock, Schroders, Jupiter and Fidelity. The right combination will enable you to achieve a good mix of investments to spread your risk and aim for growth, income or a combination of both depending on your needs.
- Convenience - paperwork is hassle-free since you only need to fill out one application form for all the funds you choose. You’ll receive details of the value of all funds in a single statement once a year. You can get an up-to-date valuation by phoning 0845 300 4728.
Investing in the Investment Bond for the first time?
Download our PDF brochure for details. You can only invest in the Investment Bond through a Co‑operative Financial Adviser. Make an appointment or call our UK-based Customer Contact Centre on 08457 46 46 46. We are open from 8am – 8pm Monday to Friday, and 8am to 5pm on Saturday.
Already have an Investment Bond investment?
Contact our Investment Bond servicing team on 0845 300 4728.
Any advice from Co‑operative Financial Advisers will relate only to a range of the products and services available from members of the CFS marketing group and a limited number of other companies.
*Offer applies to new Investment Bond applications received between 20th October 2008 and 26th January 2009. Norwich Union will allocate an additional 1% to the amount you invest and this will be reflected in the confirmation illustration you receive from Norwich Union once your Investment Bond has been set up.
Please read the following information
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- Investment Bond (opens as PDF 5.3Mb)
