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Align Your Offshore Bond with Your Other Investments
Thank you for visiting this page to provide your consent.
Your ISA and pension are already invested in the Saruja Multi-Asset Balanced Fund.
What's Next?
We now recommend bringing your offshore investment bond in line with the same strategy so that all of your investments benefit from:
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Lower overall costs
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Consistent investment management
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Simpler oversight.
Please review and confirm
By submitting this form, you authorise Reeves to move your offshore bond holdings to the Saruja Multi-Asset Balanced Fund, keeping your agreed risk profile unchanged.
This switch will occur within your existing offshore bond wrapper, so it does not trigger a chargeable event and there are no immediate tax consequences. Tax will only be assessed when you take withdrawals or fully encash the bond in the future.
Further Information:
Saruja Balanced Strategy Sheet
MGTS Saruja Balanced Fund Key Investor Information
Have Questions or Concerns?
We understand that changes like this may raise questions, and we’re here to help. If you’d like to discuss the Saruja Fund or have any concerns, please don’t hesitate to reach out to us via client.services@reevesifa.com
The value of investments can rise and fall and you may not get back the full amount you invest.