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Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
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You are here: Group Factsheet

Life Funds / Legal & General Assurance Soc

Portfolio Bond - Initial Charge

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 tick
Protected portfolio cross
Funds available within this product 280
Date 29-Oct-09
Notes on special offers: n/a

Premiums
Minimum amount-Annual n/a
Minimum amount-Monthly premium n/a
Minimum amount-Single premium £5,000
Minimum amount-Transfer premium n/a

Withdrawals
Annual withdrawal without penalty 7.50%

Allocation Rate
  95.25% - 96.75%

Charges
Product annual charges 1.30%
Product exit charges None
Notes: 1.3%-2.63% p.a. - internal funds. 1.59%-4.50% p.a. - external funds

Commission
Initial commission 6.00%
Notes: 6.0% initial (terms differ according to agency)
This product provider's service level

Legal & General Assurance Soc


User rating:

star rating :



Based on 84 respondent(s)
Customer service rating
Member / Policyholder communications star rating : 4
Administration speed star rating : 3
Administration accuracy star rating : 4
Online services star rating : 4
Group scheme - premium collection star rating : 3
 
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