Please forward this error screen to 213. Simply click on the tabs to find out about their charging structures, available funds, product features, adviser charges and web functionality. Help Me Buy’ in the right hand column of the investment bond you wish to old mutual collective investment account and you will be guided through the process needed to complete the transaction which depends on the product provider chosen.
Do you require financial advice from us before purchasing this investment bond? Additional AMC of up to 1. Varies according to the fund chosen – 0. 12 of the yearly charge stated in the table. As the fund value changes tiers, the fund-based charge will change for the whole investment. The return of at least the Sum Assured is guaranteed if the Bond is held for 5 years or more. Investment Bond Provider Name of investment bond On-line valuations?
01 – spread across all in force policies, deducted quarterley. 01 – spread across all in force policies deducted quarterley. Any externally managed collective investment fund, funds with UCITS status, SICAVs FCPs or unit trusts agreed by Old Mutual International along with certain bank deposits. Choice of Wealthselect funds which is a panel of about 60 funds which have been researched and screened for quality or a choice from over 1250 funds available from the Selfselect range. Please ensure you have read the product provider literature thoroughly to ascertain all the facts including risk before investing.
We will provide you with a personal illustration prepared by the product providers which will give you detailed information about charges. Axxis Financial Planning Ltd is regulated by the Financial Conduct Authority. Axxis Financial Ltd 2013 – 2018 . The Exchange accepts no responsibility for the content of the website you are now accessing or for any reliance placed by you or any person on the information contained on it.