Allocation rates
The table below shows the standard allocation rates we will apply to your client’s bond. These depend on your client’s age and the amount they invest.
Should you choose to give up any commission, we'll add this amount to the amount invested first, and then apply the appropriate allocation rate.
Age/ investment amount | Under Age 70 | Age 70 - 74 | Age 75 - 79 | Age 80 - 84 | Age 85 - 89 |
|---|---|---|---|---|---|
£5,000 to £24,999.99 | 100% | 99.5% | 98.5% | 97.75% | 97% |
£25,000 - £49,999.99 | 100.5% | 100% | 99% | 98.25% | 97.5% |
£50,000 - £99999.99 | 101% | 100.5% | 99.5% | 98.75% | 98% |
£100,000+ | 101.25% | 100.75% | 99.75% | 99% | 98.25% |