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.
The 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.
- Initial charge - Pay charges* upfront. No early surrender charges, flexible and has an added loyalty bonus
- Standard - Pay charges* over the first five years of investment. A higher rate of allocation than the initial charge option. Also includes a loyalty bonus
- High Allocation - Pay charges* over the first seven years of investment. Has the highest allocation rate of the 3 options so your client's initial investment buys more units.
* Except for ongoing fund charges (AFCs and additional expenses) which are the same for each charging option.
The Portfolio Bond continues to provide your clients with exceptional fund choice with access to over 320 funds across the market – in one tax efficient investment bond wrapper.