If additional investments are being made into a bond that was taken
out before 13/09/04 - only the funds under the Level Charging option
can be chosen. The Stepped Charging option funds cannot be chosen.
Life Investment Funds - pre 13/09/04 investments & post 13/09/04
Level Charging Option
The funds in the following table are only available for investments
in the Capital Investment Bond and Distribution Bond - pre 13/09/04
investments and post 13/09/04 Level Charging Option
Please note that we do not have a MEXID or SEDOL code for our funds.
*All new clients can invest up to 100% in this fund provided full Fund Based Commission is taken. Existing clients who have their bond in place for 6 months or more can also switch up 100% into this fund.
The price shown is the price at which units in each of the Investment Funds
are both bought and sold on the date shown.
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Life Investment Funds - pre 13/09/04 investments & post 13/09/04 Level Charging Option: External Funds
The funds in the following table are linked to the funds of external managers and are only available for investment in the Capital Investment Bond and Distribution Bond - pre 13/09/04 investments and post 13/09/04 Level Charging Option.
