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Flexible Guarantee Bond Series 3

It is designed to offer the potential for growth on your investment over the long term.

  • Choose between three 'ready made' fund options
  • Invest between £5,000 and £1,000,000
  • Optional Guarantee
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Flexible Guarantee Bond/ Flexible Guarantee Bond Series 3 guarantee charges

If you already have a Flexible Guarantee Bond or a Flexible Guarantee Bond Series 3 with a guarantee, the charge for this is shown on your Bond Summary or Guarantee Endorsement and your Yearly Statements.

If you‘re thinking of investing in a Flexible Guarantee Bond Series 3, or you already have a bond and are thinking of either purchasing a new guarantee, replacing your existing guarantee (to lock in gains), or your current guarantee term is ending soon, the tables below show the current charges for new guarantees.

The guarantee choices available to you will depend on the date your bond started.

The charges for buying a new Guarantee can change at any time, but once you've bought a Guarantee it's charge will not change during the Guarantee term.

Guarantees are bought at an extra monthly cost and are explained fully in our Key Features Document and Bond Conditions.

On or after 12 June 2017

If you invested on or after 12 June 2017, you can choose from the following guarantee terms:

Yearly charge

Fund option

8 year

9 year

10 year

Cautious Series 2

1.40%

1.20%

1.00%

Balanced Series 2

N/A

N/A

1.30%

Managed Growth

N/A

N/A

1.50%

The guarantee charge is taken monthly, as 1/12 of the yearly charge stated in the table.

Please remember that these charges can be changed at any time.

Guarantees are bought at an extra monthly cost and are explained fully in our Key Features Document and Bond Conditions.

On or after 20 July 2015

If you invested on or after 20 July 2015, you can choose from the following guarantee terms:

Yearly charge

Fund option

8 year

9 year

10 year

Cautious Series 2

1.20%

0.90%

0.70%

Balanced Series 2

N/A

N/A

1.00%

Managed Growth

N/A

N/A

1.70%

The guarantee charge is taken monthly, as 1/12 of the yearly charge stated in the table.

Please remember that these charges can be changed at any time.

Guarantees are bought at an extra monthly cost and are explained fully in our Key Features Document and Bond Conditions.

Between 20 August 2012 to 19 July 2015

If you invested between 20 August 2012 to 19 July 2015 and your bond conditions have the reference FGB3 or FGB(S2)1, then you can choose from the following guarantee terms:

Yearly charge

Fund option

8 year

9 year

10 year

Cautious Series 2

1.20%

0.90%

0.70%

Balanced Series 2

N/A

N/A

1.00%

Managed Growth

N/A

N/A

1.70%

The guarantee charge is taken monthly, as 1/12 of the yearly charge stated in the table.

Please remember that these charges can be changed at any time.

Guarantees are bought at an extra monthly cost and are explained fully in our Key Features Document and Bond Conditions.

Between 9 August 2010 to 17 August 2012

If your bond started between 9 August 2010 and 17 August 2012, you can choose a 5 year guarantee on the following fund options:

Fund option

Yearly charge

Cautious Series 2

1.7%

Balanced Series 2

2.45%

The guarantee charge is taken monthly, as 1/12 of the yearly charge stated in the table.

Please remember that these charges can be changed at any time.

Guarantees are bought at an extra monthly cost and are explained fully in our Key Features Document and Bond Conditions.

Between 18 August 2009 and 6 August 2010

If your bond started between 18 August 2009 and 6 August 2010, you can choose a 5 year guarantee on the following fund options:

Fund option

Yearly charge

Cautious Series 2

1.7%

Balanced Series 2

2.45%

Managed Growth

2.95%

The guarantee charge is taken monthly, as 1/12 of the yearly charge stated in the table.

Please remember that these charges can be changed at any time.

Guarantees are bought at an extra monthly cost and are explained fully in our Key Features Document and Bond Conditions.

Chat to our UK-based advisers

Call us today to get a quote or find out more information.

0800 587 7857

TextDirect: 18001 0800 587 7857

9am - 5.30pm Monday to Thursday
9am - 5pm on Friday

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

Existing customers

If you're an existing Flexible Guarantee Bond customer, you can call us on:

0800 681 6292

TextDirect: 18001 0800 681 6292

9am - 5pm Monday to Friday

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

Financial advisers

If you're a financial adviser, you can give us a call on:

0800 0234 173

TextDirect: 18001 0800 0234 173

9am - 5.30pm Monday - Thursday
9am - 5pm on Friday

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

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One of our financial advisers can guide you to the most suitable investment solution for you.