The GlobalCapital Distribution Bond

The GlobalCapital Distribution Bond, a unit-linked single premium Life Insurance policy issued and underwritten by GlobalCapital Life Insurance Ltd, is the latest product to be launched. The marketing campaign, launched in the last week of June, features a gold fish that can be seen jumping from one bowl into another.

The GlobalCapital Distribution Bond offers a new approach to investments. Investors have the option to choose their investment strategy either into 1 of 3, or into a mix, of the available managed strategies. The 3 principal asset classes include bonds, equities and property. With a minimum investment amount of Lm 3,000 (EUR 6,988.12) and the peace of mind that experienced individuals are following your investment, you too can enjoy a new approach to investing. Clients have the possibility to top-up their Policy Account, from time to time, by buying extra units in the selected managed strategies.

Clients may also opt to benefit from annual withdrawals at a rate of 5% of the value of the Policy Account, subject to such Policy Account being worth not less than the premium received by the Company including additional lump sum contribution and also subject to applicable surrender charges. With changes in the investment profile, clients may opt to switch from one strategy to the other. The policy offers clients the chance to perform up to two free switches per policy year. Additional switches will be charged at a nominal rate. Monitoring investment performance can be done through fact sheets and strategy prices published regularly.

Should you require further information or for a free no obligation appointment, please contact us on freephone 8007 3131.

The amount in EUR is quoted for information purposes only and is the result of a conversion using the Central Parity Rate of 1EUR = Lm 0.429300 established by the Central Bank of Malta. Past performance is not a guide to future performance. The value of the investment may rise as well as fall and may be affected by currency fluctuations. Investments should be based on full details contained in the product documentation, which is available upon request from GlobalCapital Life Insurance Ltd.


 

GlobalCapital Distribution Bond

Technical Guide
GlobalCapital Managed Strategies Prices
 
Fact Sheets
Cautious Managed Strategy
Balanced Managed Strategy
Aggressive Managed Strategy
 

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