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You are here: Group Factsheet

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 215
Date 04-Jan-10
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
  105.50% - 108.00%

Charges
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..

Commission
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