Flexible Guarantee Bond:

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Flexible Guarantee Bond Series 3 – key features

Reassure your client and help protect their investment: our Flexible Guarantee Bond provides long-term growth.

With three fund options, our Flexible Guarantee Bond offers unique features to protect your clients’ funds. The Bond comes with in-built smoothing – it’s designed to avoid sharp rises and falls in investment value by averaging returns over a 26-week rolling period.

More on smoothing.

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Risk-rated fund options

There are three risk-rated options:
  • Cautious Series 2 – designed to provide long term, steady growth with a low level of risk.
  • Balanced Series 2- designed to provide long term, moderate growth, with a low to medium level of risk.
  • Managed Growth – designed to provide long term growth, with a medium level of investment risk.
    Our funds have been independently risk-rated by Defaqto and Distribution Technology.
Book School Documents

Key features – in one place

We’ve made it easier to get the information you need – from charges and limits, to withdrawals and benefits, our quick facts guide has it all in one place.
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Optional capital guarantee

Add further security to your client’s investment with an optional capital guarantee. Here are some important things to note:

  • The Bond will be worth at least the amount it was when the guarantee was added – less any money paid out of the bond during the guarantee term
  • If the Bond is worth more than the guaranteed amount at the end of the term – your client gets the extra too.
  • The guarantee is available for each fund option – the choice of guarantees can be different for each fund option.
  • There is an additional charge for the guarantee – this will depend on the fund option and guarantee term chosen.
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Giving your clients more

By taking out our Flexible Guarantee Bond, your client can opt to become a member. That entitles them to a range of great benefits, at no extra cost:
  • Free and unlimited access to our confidential Member Care Line.
  • Discounts on general insurance products provided by LV= General Insurance Group, a subsidiary company of Allianz Holdings plc.
  • Invite to vote in our AGM – once your client’s been a member for at least 12 months.
  • Request for financial assistance through our Member Support Fund – for your client or a family member.

Learn more about Member Benefits.
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Online valuations, made simple

Check the value of your client’s investment online, in just a few clicks.

Launch our online valuation tool.
Contact Phone

Let's talk

0800 678 1890

9am - 5pm Mon-Fri

TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.