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Clerical Medical – Capital Investor

Thursday, February 7, 2002.



Type: Offshore bond.

Aim: Growth by investing in up to 18 Clerical Medical with-profits and

unit-linked funds.

Minimum investment: Lump sum £15,000.

Place of registration: Isle of Man.

Investment split: Choice of sterling offshore with profits, US offshore

with profits, Euro offshore with profits, building society deposit, CMI

sterling currency reserve, CMI Euro currency reserve, offshore

distribution accumulation, CMI UK bond, CMI Euro bond, CMI UK

index tracking, CMI US index tracking, CMI Japanese index tracking,

CMI Euro index tracking, CMI UK equity, CMI US equity, CMI

continental European equity, CMI Pacific Basin equity, offshore equity

high income fund.

Isa link: Yes.

Charges: Initial 7 per cent or 0.12 per cent a month for five years,

annual 0.5-1.5 per cent.

Bonus rate: 4.5 per cent.

Commission: Initial 5.25 per cent, initial 4 per cent renewal 0.25 per

cent or initial 2.75 per cent renewal 0.5 per cent.

Tel: 0800 779090.

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