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You are here: Group Factsheet

Investments

Life Funds / Clerical Medical

Investment Bond - Level Allocation (five year)

Key details
Fund range rating fund range rating: 4
Product type Investment Bond
Premium type Single Premium
Fund switching available tick
Income withdrawal facility tick
Self-investment facility cross
Stakeholder plan cross
Loyalty bonus tick
Protected portfolio cross
Funds available within this product 70
Date 22-Oct-09
Notes on special offers: n/a

Premiums
Minimum amount-Annual n/a
Minimum amount-Monthly premium n/a
Minimum amount-Single premium £10,000
Minimum amount-Transfer premium n/a

Withdrawals
Annual withdrawal without penalty 7.50%

Allocation Rate
  100.00% - 0.00%

Charges
Product annual charges 0.60%
Product exit charges 100% of premium based commission deducted from the surrender value (in excess of the allowable annual penalty free allowance), reducing to 0% after 5 years
Notes: 0.6%-2.2% p.a. depending on fund(s) chosen

Commission
Initial commission 0.00%
Notes: Although this is structurally a nil commission contract, commission options are available and have been assumed in the value for money calculations. Nil commission contract, but commission can be taken on a 1 for 1 basis
This product provider's service level

Clerical Medical


User rating:

star rating :



Based on 57 respondent(s)
Customer service rating
Member / Policyholder communications star rating : 3
Administration speed star rating : 3
Administration accuracy star rating : 3
Online services star rating : 3
Group scheme - premium collection star rating : 3
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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