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BoE Life International – Personal Investment Portfolio

Thursday, 31 October 2002

Type: Single premium investment bond

Aim: Growth by investing in offshore funds, UK unit trust and Oeics

Minimum investment: Lump sum £25,000, $40,000, euro 40,000 or rands 400,000

Place of registration: Isle of Man

Investment split: Choice of offshore funds, UK unit trust and Oeics

Isa link: No

Charges: Initial &#45 initial fee option £25,000-£99,999 2%, £100,000-£249,999 1.5%, £250,000 and above 1%, establishment fee option 0.4% a quarter for the first five years, annual – initial fee option £25,000-£249,999 0.125% a quarter for six years thereafter 0.05% a quarter, £250,000 and above 0.0875% a quarter for six years thereafter 0.05% a quarter, establishment fee option 0.5% a quarter

Commission: Initial &#45 initial fee option up to 5%, establishment fee option 5.5%, renewal 0.5%

Tel: 01624 690800


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