Introducing even more choice
As you are all too aware, in the world of investment, not all clients are the same and one size does not fit all.
We understand that your clients have different investment needs, objectives, expectations and attitudes to risk. Importantly, clients also have different views about how they pay for the investment wrapper and service they are buying.
That's why we are delighted to announce the improved Legal & General Portfolio Bond – designed to provide you with the flexibility to choose from three charging options to create a solution that matches your client's needs.
- Standard - Level charges are taken throughout the investment period
- Initial Charge - Pay some charges up front, flexible with added loyalty bonus
- High Allocation - Immediate increase to the amount allocated to units, establishment charge for the first seven years.
The Portfolio Bond continues to provide your clients with exceptional fund choice with access to over 310 funds across the market – in one tax efficient investment bond wrapper.
Special offer - ends 16 Jan 09
Allocation rate enhanced by 1.00% - 1.50% depending on the amount invested on Legal & General's Portfolio Bond - Standard for all investments received through Cofunds between 21 July 2008 and
16 January 2009. View further details here.
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