Corporate Portfolio Bonds

Choose from leading, Pan-European guaranteed deposit rates, to fund based, global multi-asset growth strategies.

Corporate Investment

Corporate Portfolio Bonds

Corporate portfolio bonds are especially important when low deposit rates prevail. We provide a free comprehensive and impartial comparison of the leading market options for investing company held cash.

Investment Risk Management

A Deposit Alternative

Corporate Portfolio Bonds

Many companies have money idle sitting in deposit accounts, earning very little, or worse still no interest with inflation considered.

We can help you define your investment goals and risk appetite, before advising on a range of options, to put your companies reserve money to work. These can included both guaranteed and risk-rated solutions.

Our investment advisory service includes continuous updates, with free initial and follow up consultations as standard.

Bespoke Financial Advice for Investors

Fund Based Porftfolios

Key Highlights

1. Flexibility

You can switch or add additional fund choices as required, or inject additional lump sums on same portfolio basis.

2. Choice

Wide selection of funds, including Multi-asset funds., both active and passive.

3. Tailor made

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.

4. Growth Potential

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.

Mortgage Protection Quotes - Additional Options

Valuable Advice

Advisory Service

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

Corporate Portfolio Bonds - FAQ's

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%. 

But, they 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 Google Reviews

Our corporate investment client feedback through reviews.

Jeremiah Buckley
Professionalism
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Couldn't recommend One Quote more for pensions. Don't waste time and go straight to One Quote. Very professional and efficient
Marijana Z.
Responsiveness
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Really appreciated their promptness, communication and professionalism! Would definitely recommend, they were super easy to work with.
Tim Walsh
Value
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Excellent service and very prompt at switching funds. I think probably the most transparent broker in the market. Fees are very competitive too.
Tim Walsh
Responsiveness
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Excellent service and very prompt at switching funds. I think probably the most transparent broker in the market. Fees are very competitive too.

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