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Axa Sun Life – With-profit Income Bond

Thursday, 9 August 2001.

Type: With-profit bond.

Aim: Income by investing in Axa Sun Life with-profit fund.

Minimum investment: £5,000.

Bonus rates: 6.25 per cent.

Allocation rates: Investments over five years – £5,000-£14,999 – 100 per cent, £15,000-£24,999 – 101 per cent, £25,000-£49,999 – 102 per cent, £50,000 and above 102.5 per cent. Limited access – £5,000-£14,999 – 101 per cent, £15,000-£24,999 – 102 per cent, £25,000-£49,999 – 103 per cent, £50,000 and above 103.5 per cent.

Charges: Initial 5 per cent – limited access.

Options: None.

Special offer: An additional 1.38 per cent on allocation rates.

Offer period: Until September 9, 2001.

Commission: Choice of initial 5.25 per cent, initial 3 per cent plus renewal 0.5 per cent from year one, initial 4.5 per cent plus renewal 0.5 per cent from year five.

Tel: 0117 9899000

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