The minimum investment sum is €100,000.
Corporate Investment
A Deposit Alternative
Many small Irish companies have money idle sitting in deposit accounts, earning very little interest especially with inflation considered.
We can help corporate clients define their investment goals and risk appetite, before advising on a range of options, to put your companies money to work. These can included both guaranteed and risk-rated solutions, or even a combination of both.
Our investment advisory service includes continuous updates, with free initial and follow up consultations as standard.
Another important attraction, is that although a 25% tax applies to gains (which is the same as with bank deposits), our solutions benefit from gross roll up and automatically avoid close company surcharge.
Fund Based Porftfolios
You can switch or add additional fund choices as required, or inject additional lump sums on same portfolio basis.
Wide selection of funds, including Multi-asset funds., both active and passive.
We can help you create a personalised solution to suit your risk tolerance, either lock-in a fixed return, or create a fund based multi-asset investment strategy.
You can opt for higher risk funds with a higher potential return, or limit the risk to more protected funds, or to guaranteed deposit rates, based on your investment objectives and time frame.
Valuable Advice
We provide the broadest range of investment choices, with a minimum cost aligned to your personal investment risk Profile and ESG preferences.
When arranging an investment, you need to be fully aware of the underlying costs involved, as well as choosing the right investment funds and strategy to grow your portfolio over time, with easy access and regular updates.
At One Quote Financial Brokers, our leading Investment offerings include:
Questions & Answers
Your questions answered on corporate deposit, investment alternatives.
Corporate Portfolio Bonds, offer higher returns, with their growth taxed at the same level as corporate bank deposits, but enjoy gross roll-up. Plus, unlike bank deposits they automatically avoid the possibility of the close company surcharge.
You can invest in funds to suit your risk tolerance, or choose structured deposit rates, to lock in a set return over a specified investment term.
The minimum investment term for a fund-based portfolio solution is 5 years. Whereas, if choosing structured “deposit rates” over funds, the investment minimum term is 3 years.
Some options offer immediate access, while others may lock up your money for a particular period. We work with you a create an investment bond that best suits your specific requirements.
Risk and return are correlated so this is based on your own preference.
The growth is taxed at source at a rate of 25% the same as with company bank deposits. However, life wrapped portfolio bonds benefit from gross roll-up, meaning the tax is only applied on exit allowing for greater compounding. Plus, unlike bank deposits they automatically avoid the possibility of the close company surcharge.
The minimum investment sum is €100,000.
We also offer guaranteed returns on deposit-based structured products, for more conservative investor needs.
testimonials
Our corporate investment client feedback through reviews.
Get in touch
Schedule your free consultation right now.
OneQuote Financial Brokers,
11 James’s Terrace, Malahide,
Co. Dublin, K36 CV08
One Quote Financial Brokers is regulated by the Central Bank of Ireland no: 459006.
©2023 All Rights Reserved.
Web Design by Juvo.