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Curtis Banks – Flexible Family Trust

Curtis Banks – Flexible Family Trust

Type: Group self-invested personal pension

Minimum group size: One

Minimum investment: No minimum

Investment choice: All investment funds, exchange traded funds, bonds, government securities, shares, cash deposits and other assets approved for investment by HM Revenue & Customs, including commercial property

Options: Scheme pension, unsecured pension, alternatively secured pension

Charges: Set-up fee £200 each member, annual fee £445, additional member fee £150, transfers out £150, same day CHAPS payments £10, in specie transactions £250, additional charges for property transactions and benefit payments

Commission: Agreed between adviser and client

Tel: 0117 9107910

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