Inwema - International Wealth Management

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Benefits with an endowment policy.

Below are some of the benefits that can be achieved with an endowment policy.

- No binding period, the party insured can cancel the policy when he wishes. 
-  In the event of death, the value of the deposit is paid out +1%, i.e. 101%.
- The customer decides on the actual investment strategy and in which bank the money/deposit is to 
   be managed.
- Several deposit managers can be chosen for a policy. 
- Policies can be set up in CHF, EUR, GBP, SEK, NOK and DKK. 
- Investments can be made in various securities, including shares, bonds, investment, funds etc. 
- Borrowing can be arranged against the policy, which can thus be used actively as security for a new   
  deposit/commitment. 
- No EU interest tax on the yield. 
- No or minimal capital and/or inheritance tax. 

Contact inwema for more information about endowment policies.

 

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Inwema - International Wealth Management

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