Swedish Executive Portfolio: Exercise complete control over your investment
The Swedish Executive Portfolio is a single premium, whole of life assurance policy specifically created for Swedish investors looking to invest for growth over the medium to long term and to provide for efficient estate planning. The portfolio offers investment choice through access to a wide range of different assets, such as stocks, shares, bonds and collective investments that enable clients to build a bespoke portfolio. Clients can appoint local or international custodians or fund advisers of their choice and choose how the portfolio is managed to suit their requirements.
Key Features
The product is suitable for expatriates and other residents living in Sweden seeking a lump sum investment option. The minimum initial premium is SEK 500,000 with the option for additional contributions at a later date. The product also offers attractive flexibility around investment options and portability.
