The minimum investment sum that One Quote Financial Brokers set for corpotate lump sum investmens is €300,000.
Corporate Investment
Corporate Portfolio Bonds
Many small Irish companies, have money sitting idle in deposit accounts, earning little return, especially with inflation considered.
We help corporate clients define their investment goals and risk appetite, before advising on a range of options, to put their companies money to work.
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 a 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
When arranging a lump sum investment, you need to be fully aware of the underlying costs involved, and be in a position to choose the right investment strategy to grow your monies over time.
Our leading corporate investment offerings include:
Extensive Reach
We partner all leading asset managers, operating within in the Republic of Ireland.
Questions & Answers
Your corporate investment bond questions answered.
They are designed to deliver higher returns than traditional bank deposits, while benefiting from the same rate of tax as corporate bank deposit interest and the advantage of gross roll-up.
Unlike holding cash on deposit within a company, they can also help avoid the potential close company surcharge.
You can invest in professionally managed investment funds tailored to your risk tolerance and financial objectives, or choose structured deposit investments that offer a predetermined return over a fixed 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 that One Quote Financial Brokers set for corpotate lump sum investmens is €300,000.
We also offer guaranteed returns on deposit-based structured products, for more conservative investor needs.
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