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Portfolio Bond Life Assurance

Portfolio Bond combines individual asset management service and the benefits of a life insurance policy - it's a unit linked life insurance policy which allows long term investment into a wide variety of financial instruments. 

General information

Key Benefits of Portfolio Bond:

  • Discretionary asset management services
  • Assets are registered to SEB Life - financial privacy
  • Death Benefit of 101% payable to beneficiaries (conditions may apply)

Portfolio Bond is a life insurance policy suitable for both private and corporate customers. Up to five asset management custody accounts can be attached and each custody account will have an asset manager nominated by the policyholder. Policy value is dependent on the performance of the chosen investments in your portfolio.

If you are interested in applying for a Portfolio Bond Life Assurance, please contact life.finland@seb.fi for more information.

Literature

Required documentation:

Application form

Know Your Customer (KYC) for Private Customers

Additional information for legal entities 

Policy conditions 

Product Information Notice

Privacy policy 

Permitted assets & exchanges

Documents to be attached to the application: 

Illustration form

Investment Objectives Mandate

Investment Strategy

PRIIP

In additon KYC documentation

Additional premium application - only available in Finnish and Swedish

Beneficiary nomination

Encashment form

Guide to Cost and Charges