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Investments

New business investment options

Investment Solutions

A range of services to help you support your range of clients comprising of the Portfolio Architect, Investment committee and the CM fund range.



Investment Bond

Invest for income, potential growth or a combination of both. The Clerical Medical Investment Bond provides flexibility & choice.



Capital Protected Fund SW logo

The Scottish Widows Capital Protected Fund can offer capital protection when held until the end of the term.



Discounted Gift & Income Bond

An onshore lump sum life insurance policy designed specifically to be used in conjunction with the Discounted Gift & Income Trust.


Collective Investment Account

An unwrapped product allowing customers to invest in a
unique range of funds within the Clerical Medical Share Classes.



Investment ISA

A Stocks and Shares ISA, which allows customers to invest
in a unique range of funds within the Clerical Medical Share Classes.



CMI Global Investor

An offshore, single premium, whole of life assurance policy designed to provide income and/or capital growth.



CMI Corporate Investor

An offshore single premium investment bond offering UK corporate investors a solution for a company's investment needs.