The Optima Heritage Pinnacle 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 Optima Heritage Pinnacle 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 Optima Heritage Pinnacle Optima Heritage Pinnacle 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 Optima Heritage Pinnacle 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 Optima Heritage Pinnacle Optima Heritage Pinnacle Relationship Manager who will be able to help you decide if this is the right investment for you. The Optima Heritage Pinnacle Onshore Investment Bond is provided by Optima Heritage Pinnacle Life (UK) Limited.
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The appropriate investment option information document(s), shown below, should be read together with the above Key Information Document
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