Product
The Familiar Life Bond Structure.
Now on an Investment Platform.
Historically, investment bonds have been used for:
- —Estate Planning
- —Tax Management
- —Portfolio Diversification
- —Tax Planning — in certain jurisdictions, offering tax deferral or while restructuring portfolios
- —Generational Planning
Why Advisers Have Favoured Life Bond Structures:
The life bond charging structure is hugely popular with advisers due to its pre-tax nature, client loyalty alignment, planning efficiency, and multi-currency reach. It allows adviser fees from several clients to be merged together into a single payment name — a discretionary model is also permitted.
Introducing
The Veri Funded Account — A World First
Veri has partnered with Mauritius to create the world's first investment account platform to replicate the life bond charging structure on a life insurance-free platform.
Full account familiar with Mauritius: the structure of Mauritius is replicated — the key feature is that the platform does not allow an insurance structure. It offers a compliant, flexible, and globally accessible way to recreate the charging structure.
Key Features
Initial Charging Period: Choose between 5 or 10 years
Clients Fully Funded from day one
All adviser fees managed in a pool by your team manager
Fully Mobile — each investment is free to keep investing and reporting
Estate Continuity — each investment account remains open with simple client reporting
Fast Onboarding — applications processed faster than traditional insurance
Estate Planning
The VPF is an Account-Based Plan
Liquidation of assets:
- —Liquidation of assets
- —Provision for costs
- —Provision for distribution
With the Veri Funded Account, if the primary account member passes away:
- —If there are only one primary account, the account continues without disruption
- —If the primary is only one, the account continues with continuation
Why Mauritius Makes the Difference
Mauritius is a respected, well-regulated international financial centre that remains open for business across all regions, including markets where Channel Islands providers have confidence — backed by a jurisdiction recognised for stability, regulatory clarity, and cross-border capability.
From Africa to Asia, the Middle East to Latin America, advisers can write business with confidence — backed by a jurisdiction recognised for stability, regulatory clarity, and cross-border capability.
VPF vs. Traditional Life Bonds
| Traditional Bond Providers | Criteria | Veri Funded Account (VPF) |
|---|---|---|
| Yes | Client Fully Invested from Day One | Yes |
| Dual Account (2) | Number of Members Allowed | Up to 4 account owners |
| Yes | Regulated | Mauritius |
| Channel Islands / Isle of Man | Global Reach | Expanding — open across more jurisdictions |
| Reducing — withdrawing from certain regions (Initial and ongoing fees) | Fee Structure | Same model — initial and ongoing |
| Included (standard 101% of policy value) — policy terminates on death | Life Insurance Element | None — account remains open with multi-member ownership |
| Policy ends, payout on death | Estate Planning | Continuity — account remains invested, trust option |
| Often restricted | Open Architecture | Full open architecture |
| Weeks to months | Account Opening Speed | Days to weeks |
Trusted
FSC Mauritius regulated since 2014
Secure
Arm's length custody & proprietary security
Reliable
Transparent, diligent, continuously improving
Veri Platform Numbers
Founded
2014
Regulated by the Mauritius Financial Services Commission
Accessible Exchanges
100+
Most major and minor exchanges worldwide
Assets Available
131,000+
All asset types — equities, ETFs, mutual funds, bonds, crypto & more
Trading Venues
13+
Global trading and custodian services linked in one platform
VPF Literature Downloads
Individual & Joint Application Form
Complete this form to open your Veri Platform VPF portfolio account.
Terms & Conditions
Read the full terms governing your relationship with Veri Global and use of the platform.
Corporate & Trust Application Form
Complete this form to open your Corporate Veri Platform VPF portfolio account.
Financial Adviser Changes Request (Legacy)
Use when changing adviser on a legacy account.
Financial Adviser Changes Request (New)
Use when changing adviser on a new account.