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Fidelity FundsNetwork – FundsNetwork Sipp

Fidelity FundsNetwork

FundsNetwork Sipp

Type: Full self-invested personal pension

Minimum investment: Lump sum 10,000, 300 a month, 3,000 a year

Investment choice: Core investments – FundsNetwork mutual funds range, Sipp bank account, Standard Life investment policy funds, non-core investments investment trusts, direct equities, fixed-interest securities and all other Inland Revenue permitted investments including commercial property

Options: Drawdown facility, discretionary management option offering choice of Cazenove, Tilney, Morgan Stanley Quilter, Gerrard, Newton or Brewin Dolphin

Charges: Initial 100 for investments solely in core investments otherwise initial 290 plus up to 5% additional initial charge depending on initial IFA commission taken, annual 250 for investments solely in core investments otherwise 400, 120 for withdrawals plus transaction and dealing charges on non-core investments and additional costs for property

Commission: Initial up to 5%, fund-based renewal up to 0.5%, funded commission up to 3%

Special offer: No initial or annual charge in firt year for clients initially investing at least 60,000 solely in core investments

Offer period: Until further notice

Tel: 0800 023 4141

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