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Eagle Star – With Profit Bond

Wednesday, 1 August 2001.



Type: With-profits bond.

Aim: Income and growth by investing in unitised with-profits and up to

12 unit-linked funds.

Minimum investment: £5,000.

Bonus rate: 5.25 per cent.

Allocation rates: Option one – £5,000-£19,999 – 95 per cent,

£20,000-£29,999 – 95.25 per cent, £30,000-£49,999 – 95.5 per cent,

£50,000 and above 96 per cent. Option two – £5,000-£19,999 – 97 per

cent, £20,000-£29,999 – 97.25 per cent, £30,000-£49,999 – 97.5 per

cent, £50,000 and above 98 per cent. Option three – £5,000-£19,999 –

100 per cent, £20,000-£29,999 – 100.25 per cent, £30,000-£49,999 –

100.5 per cent, £50,000 and above 101 per cent.

Charges: Annual options one and two – 1 per cent, option three 2 per

cent in first three years, thereafter 1 per cent.

Commission: Choice of initial 6.25 per cent, initial 6.25 per cent

renewal up to 0.75 per cent or initial 4 per cent renewal 0.5 per

cent.

Tel: 0500 546546.

 

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