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Portfolio Bond Investment Policy

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 Portoflio 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 Investment Insurance, please contact life.finland@seb.fi for more information.

Literature

Additional information for legal entities 

Application form - only available in Finnish and Swedish

Brochure - only available in Finnish and Swedish

Policy conditions - only available in Finnish and Swedish

Privacy policy 

Additional premium application - only available in Finnish and Swedish

Beneficiary nomination

Encashment form - only available in Finnish and Swedish

Registeration for web PIN code

Client information form

Permitted assets & exchanges

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