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Aegon Scottish Equitable International – 5 For Life

Aegon Scottish Equitable International

5 For Life

Type: Unit-linked investment plan

Aim: Guaranteed income of 5 or 4.5 per cent by investing in equities and bonds through choice of four funds

Minimum investment: Lump sum £15,000

Minimum-maximum ages: 18-80

Investment choice: Prospect fund, vantage fund, vista fund, horizon fund

Allocation rate: 100%

Income facility: Monthly, quarterly, half yearly and yearly

Charges: Establishment charge Option A none, option B 1.5% a year for five years, option C 1% a year for eight eyars, option D 0.9% a year for five years, option E 0.6% a year for eight years, fund charges annual 1.55-2.25% depending on fund

Special offer: 101% allocation rate for investments above £50,000

Offer period: Until further notice

Commission: Option A none, options B and C initial 6.75%, options D and E initial 3%, renewal available

Tel: 0845 6000 173

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