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Axa Winterthur Wealth Management – Family Suntrust

Axa Winterthur Wealth Management

Family Suntrust

Type: Group self-invested personal pension

Minimum group size: One

Minimum investment: £200,000 for each scheme

Investment choice: Pooled fund providing access to offshore and onshore bonds, stocks and shares and trustee investment plans, discretionary fund manager, Axa Isle of Man premier invest offshore bond providing access to onshore and offshore funds and stocks and shares, UK commercial property

Options: Unsecured pension, alternatively secured pension, lifetime annuity option, scheme pension

Charges: Initial set-up fee £500, annual management fee £675 plus £100 for each participant except those below age 18, annual investment fee 0.25% for investments up to £1, plus 0.15 per cent of the funds above £1m excluding investments in Axa Winterthur offshore bonds and trustee investment plans, unsecured pension and alternatively secured pension set up fee £100 each person, review fee £100 each review, scheme pension set-up fee £250 each person, review fee £200 each review, ad hoc work £100 an hour, additional charges for commercial property

Commission: Subject to negotiation through scheme investments

Tel: 0845 073 6652


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