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Flexible Guarantee Bond series 3 Bond Charges

The table below shows the variable charging structure.

There are no initial charges or early encashment fees, so your client can be reassured they can access their money if they need to.

The monthly management charge is based on the value of the bond (including any mutual bonus) at the time each charge is taken.

Any charges applied will be taken monthly by cancelling units.

Bond value

Annual equivalent charge

Up to £24,999.99

1.050%

£25,000 - £49,999.99

0.975%

£50,000 - £99,999.99

0.900%

£100,000 - £249,999.99

0.850%

£500,000+

0.825%

loyalty discount

Duration (full years)

Loyalty discount (pa)

0 to 4

0.00%

5 to 9

0.05%

10 - 14

0.10%

15 - 19

0.20%

20+

0.25%

Other charges

If your client opts to buy a capital guarantee, there'll be a separate charge for this feature. See our section on the capital guarantee option for details.

0800 681 6292

TextDirect: first dial 18001

09:00am - 17:00pm Monday - Friday

We may record and/or monitor calls for training and audit purposes.

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FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK