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Eagle Star – Flexible Drawdown Plan

Monday, 8 April 2002

Type: Hybrid Sipp

Minimum investment: £150,000

Investment choice: Global select growth, environmental opportunities, equity managed, European growth, Japan growth, managed, American growth, Asia growth, property, secure, UK equity, UK preferences and fixed interest, long dated gilt, UK index tracker, unitised with-profits, managed income, cautious managed, UK corporate bond, UK money securities, sterling bond, balanced managed, adventurous managed, global bond, UK equity income, UK monthly income, UK growth and income, UK growth, American select growth, American smaller companies, European select growth, European smaller companies, Japan smaller companies, Far East and Japan growth, Latin American growth, UK select growth, UK smaller companies, Baring managed, Deutsche managed, Fidelity managed, Foreign & Colonial managed, Framlington managed, Gartmore managed, Henderson managed, HSBC managed, Lazard managed, Merill Lynch managed, Perpetual managed, Schroder managed.

Administrator: James Hay Pension Trustees

Charges: Initial option C 1.05% a month for the first five years, annual option B initial and fund based renewal commission 0.65%, option B nil commission 0.9%, option A, C 0.9%

Allocation rates: Option A and B initial and fund based renewal commission 97%, option B nil commission 100%, option C 102%

Commission: Initial option A 5%, option B and C 3%, renewal up to 0.75%

Tel: 0500 546546


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