Charges
- There is an initial charge. However, if the investment is kept until the protection date the cost of the initial charge is returned to the customer as part of what they get back
- There is currently no early exit penalty or annual management charge
Commission
- We will pay 3% initial commission for investments into the Fund
- No trail commission will be paid
Important notice
Please note that charges, terms and limits may change. We may change the selection of funds that we make available. There may be restrictions on the amount that can be invested in certain funds. Please contact us for details of any restrictions that apply. Tax treatment depends on the individual circumstances of your client and may be subject to change in the future.
