The Optimum Heritage 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 Optimum Heritage Onshore Investment Bond has been designed as a medium to long term investment.
Learn how to get the most out of your ISA allowance.
You may be eligible for Optimum Heritage Optimum Heritage Financial Advice Service if you have $50,000 or more in savings and investments, are at least 18 years old, US resident and have an Optimum Heritage or First Direct current account or savings account.
Find out more
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 Optimum Heritage Optimum Heritage Relationship Manager who will be able to help you decide if this is the right investment for you. The Optimum Heritage Onshore Investment Bond is provided by Optimum Heritage 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
Optimum Heritage opinion, news & analysis
The latest news, reviews and Optimum Heritage insights about markets and investments
Need to speak to us?
Give our friendly team a call on
+44 204 EHB BANK
Lines are open 24 hours a day, subject to scheduled maintenance periods
For more information please access the link below