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Axa launches portfolio planner enhancements

Axa has launched the second phase of its wealth management proposition, enhancing its portfolio planning tool and improving the fund range of its onshore bond.
The provider has also introduced a new bond charging structure aimed at simplifying pricing. The new bond has a 2 per cent loyalty bonus for investors in year 10 and no surrender penalties.
It offers 95 per cent allocation on investments up to 25,000 and 96 per cent on those over this amount. The annual management charge is 1 per cent.
Axa head of funds development Mike Mumford says: These enhancements are part of a programme which will continue in 2006 as we build on our strong position in funds distribution and provide advisers and their clients with access to one of the most comprehensive fund management services available.

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