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Life Funds / Alico

SPB – Investment Bond within Select

Key details
Fund range rating fund range rating: 3
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 cross
Protected portfolio cross
Funds available within this product 92
Date 19-Aug-10
Notes on special offers: n/a

Premiums
Minimum amount-Annual n/a
Minimum amount-Monthly premium n/a
Minimum amount-Single premium n/a
Minimum amount-Transfer premium n/a

Withdrawals
Annual withdrawal without penalty 5.00%

Allocation Rate
  97.00% - 0.00%

Charges
Product annual charges 0.75%
Product exit charges n/a
Notes: 0.75% p.a. Asset Charge, 0.85% p.a. Asset Charge for Morningstar Portfolios, 0.07% p.a. Asset Charge for Select Deposit Fund plus Fund Manager AMC.

Commission
Initial commission 0.00%
Notes: Up to 8% initial and 1% trail at 0.01% increments
This product provider's service level

Alico


User rating:

star rating :



Based on 30 respondent(s)
Customer service rating
Member / Policyholder communications star rating : 4
Administration speed star rating : 3
Administration accuracy star rating : 3
Online services star rating : 3
Group scheme - premium collection star rating : 3