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AXA Wealth : Investment Bond to offer adviser charging

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The AXA Wealth Investment Bond is set to be one of the few bonds to remain in the market in 2013 that will facilitate adviser charging post-RDR.

Nick Elphick, chief operating officer, AXA Wealth, said: “With the imminent introduction of RDR, adviser options in the investment bond market look limited. At a time when many businesses have decided not to facilitate adviser charging, AXA Wealth is one of the few major providers to have invested in its bond to ensure it is fully RDR-ready. We have seen growing interest in recent weeks and expect this to continue in 2013.”

The Investment Bond can be tailored to clients’ needs and can be adapted as their circumstances change. AXA Wealth is the only provider in the market to offer true segmentation, giving clients the ability to split the bond into up to 99 independent segments or policies, each with its own investment objective and strategy.

The Investment Bond also offers time-saving automated portfolio rebalancing and drip-feeding portfolio management options, allowing easier management of the bond for both the client and financial adviser.

Elphick continued: “The Investment Bond gives access to a wide range of externally managed Investment Funds, which include the Tailored Selection, Family Fund Range and Multi-Manager Fund Range, providing an investment solution, carefully selected by the Architas Investment Team.

“One of AXA Wealth’s key strengths is the breadth of the proposition we offer clients. While much attention has been paid to platforms being RDR-ready for 1 January, it should not be forgotten that AXA Wealth has a range of popular off-platform products. Our Investment Bond is one of these, which is down to its wide fund choice and flexibility to meet individual investor needs.”