Benefits of Investing in Endowment policy

  • Sumo


Other benefit includes:
• No binding period, the party insured can cancel the policy when he wishes.
• In the event of death, the value of the deposit is paid out +1%, i.e. 101%.
• The customer decides on the actual investment strategy and in which bank the money/deposit is to be managed.
• Several deposit managers can be chosen for a policy.
• Policies can be set up in CHF, EUR, GBP, SEK, NOK and DKK.
• Investments can be made in various securities, including shares, bonds, investment, funds etc.
• Borrowing can be arranged against the policy, which can thus be used actively as security for new deposit/commitment.
• No EU interest tax on the yield.
• No or minimal capital and/or inheritance tax.

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