The Citizen Finance Bank & Trust 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 Citizen Finance Bank & Trust Onshore Investment Bond has been designed as a medium to long term investment.
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You may be eligible for Citizen Finance Bank & Trust Advice Service if you have £50,000 or more in savings and investments, are at least 18 years old, US resident and have an Citizen Finance Bank & Trust or First Direct current account or savings account.
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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 Citizen Finance Bank & Trust CFBT Relationship Manager who will be able to help you decide if this is the right investment for you. The Citizen Finance Bank & Trust Onshore Investment Bond is provided by Citizen Finance Bank & Trust Life (US) 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
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