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Life Funds / Zurich Assurance Ltd

Sterling Investment Bond - High Allocation

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 cross
Protected portfolio cross
Funds available within this product 219
Date 04-Jan-10
Notes on special offers: n/a

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

Annual withdrawal without penalty 7.50%

Allocation Rate
  105.50% - 108.00%

Product annual charges 0.26%
Product exit charges 9% in year 1, reducing to 0% after 5 years
Notes: 0.26%-2.80% p.a. total expense ratio..

Initial commission 0.00%
Notes: Up to 7%. All business able to be submitted on-line will attract an extra 0.5% commission until 31/03/10.
This product provider's service level

Zurich Assurance Ltd

User rating:

star rating :

Based on 74 respondent(s)
Customer service rating
Member / Policyholder communications star rating : 4
Administration speed star rating : 4
Administration accuracy star rating : 4
Online services star rating : 4
Group scheme - premium collection star rating : 3
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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.