If you do not ant to invest in funds, we also offer guaranteed returns on deposit-based structured products, for the more conservative investor.
Here, you can lock in a guaranteed rate of return for a term of anywhere between 3-5 years.
Investments
Lump Sum Investments
Investing a lump sum can help to increase your wealth, whilst countering the eroding affect of inflation.
If you are looking to invest for the medium term (5 years or more), then a multi-asset investment bond, may well prove the ideal solution, allowing you to invest a lump sum amount for a set time period in mind, but with early access if needed.
You can control underlying investment assets, by choosing to invest in a range of risk-managed funds, gaining access to: equities, bonds, property and cash instruments, as well as alternatives, like commodities and private equity.
When choosing to invest in multi-asset investment bonds, we can guide you with regards to risk management and costs. You may also express any personal ESG preferences.
Investments
We offer a huge range of leading fund managers, domestic and international with proven track records. You can not only blend asset classes, but active and passive investment strategy, as well as investment styles.
We work with you to create a personalised bond portfolio, that suits your lump investment needs, risk and ESG preferences and that aligns with your investment time horizon.
Switch between, or add additional fund choices as required. Add to your investment, or if needed, take a regular income, or early withdrawal.
Opt for higher risk funds, with a higher potential return, or limit the risk with more protected funds.
Investments
Getting the right advice is key from the outset, but so too is ongoing support and flexibility. Our leading Investment Bond offerings include:
Questions & Answers
Your private lump sum investment bond questions answered.
A Private Investment Bond is a lump sum investment solution that provides an alternative to leaving cash on deposit or purchasing individual shares and other assets directly.
Designed for investors with a medium to long-term investment horizon, it gives you access to a broad range of professionally managed asset classes, offering varying levels of risk and potential return.
These asset classes can include equities (stocks), bonds, property, commodities, cash instruments and alternative investments. By combining different asset classes, investment styles and fund managers within a single investment, you can create a diversified portfolio tailored to your individual objectives, attitude to risk and investment timeframe.
The minimum investment sum is that One Quote Financial Brokers set is €100,000 to avail of our private investment bond advisory services. An intial consultation is offered free of charge.
The minimum investment term is typically 5 years, although you can access some monies prior to the end of the term, if set up on that basis.
With an investment bond you choose the level of investment risk at the outset and alter for your investment term is required.
Some products offer immediate access, while others may lock up your money for a particular period. We work with you to match your requirements.
Risk and return are correlated so this is based on your own preference. You can choose from zero risk deposit rates, to high risk funds, or anywhere in between.
The current rate of tax on gains is 41%, as compared to 33% DIRT tax, or 33% CGT, however the potential returns and diversification opportunity is much higher.
If you do not ant to invest in funds, we also offer guaranteed returns on deposit-based structured products, for the more conservative investor.
Here, you can lock in a guaranteed rate of return for a term of anywhere between 3-5 years.
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