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Offshore Bonds from Utmost Ireland

This website relates to the following products from Utmost Ireland; International Investment Bond, International Portfolio Bond, International Core Funds Bond, Premier Portfolio, With Profit Bond.

Although these products are closed to new business, we're committed to giving you and your client a high level of service when administering their investment.

If you or your client are interested in new investments with Utmost Ireland then please refer to www.utmostwealth.com for more information about the Selection and Delegation bonds available.

What you can expect from us

  • Safe and secure 24 hour access to confidential information about your client(s) investments including current valuations.
  • Excellent fund range
  • Ability to switch and top-up investments where applicable
  • Dedicated administration team to provide ongoing support

Important Information

Due to current market volatility and in light of recent fund suspensions, when we receive a request to complete a transaction on a bond e.g. a switch or surrender, we may need to contact you for further clarification on how your client wishes to proceed if any of the funds they are invested in are suspended at that time. Please note that when funds are suspended it is not possible for your client to fully surrender their Bond.

About Secure Services

Secure Services

Are you a new user?

You can access your very own secure services account to manage and monitor your client's investments online.

Please click here to contact us and request access

Issued for use by financial advisers only. This information has not been approved for use with customers.

 



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WM56013 03/2014

KSF Update 12.12.12

KSF Update 12.12.12

Author:
Date Published:
Ownership of Investments and Voting on Premier Portfolio06/12/2011
Lowering of the Euro With-Profit Fund market value reduction (MVR) rates01/05/2013
KSF Update 13.11.1215/11/2012