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international premier portfolio technical guide

These details relate to the International Premier Portfolio product. They should be read together with the Key Features (IN85002) and charging structures leaflet. There are two versions (IN85006 is for use with top-up investments made prior to 31/12/2012 and IN08029 is for top-up investments made from 31/12/2012 onwards), which can be found on our website, www.aviva.co.uk/international. The charging structures documents contain the main terms for initial and any extra investments.

Product basis

  • International Premier Portfolio is a single premium investment bond that can be linked to an almost unlimited range of holdings including collective investment schemes, such as unit trusts, Société d’investissement à capital variable (SICAVs) and open-ended investment companies (OEICs) as well as cash deposits.

  • You have the option to choose the holdings for your bond. You can also choose to appoint an Investment Adviser or to nominate a Discretionary Manager to manage holdings on your behalf. It is also possible to have only part of your International Premier Portfolio managed by a Discretionary Manager, or for you to nominate more than one Discretionary Manager to manage separate parts of your portfolio.

  • The bond is a whole of life insurance plan. Whole of life means that when the last insured person dies, the death benefit becomes payable.

  • It is designed to be a medium to long-term investment and should not be viewed as a short-term commitment.

  • The bond may be written in trust at the start and for some types of trust, at a later date. For further information on this option, please see our range of trust literature which is available from your financial adviser.

  • The value of an investment can go down as well as up and is not guaranteed. You may get back less than you originally invested.

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