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 - Stepped Charging Option
The funds in the following table are only available for investments in the Capital Investment Bond and
Distribution Bond on or after 13/09/04 - Stepped 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 - Stepped 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 on or after 13/09/04 - Stepped Charging Option
