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Friends Provident International – Premier Ultra

Friends Provident International

Premier Ultra

Type: Offshore unit-linked bond

Aim: Growth and income by investing in up to 10 unit-linked funds

Minimum investment: Monthly $1,500, quarterly $4,500, half yearly $9,000, yearly $18,000 or currency equivalent, lump sum $3,000

Investment choice: Choice of 109 unit-linked funds from Friends Provident International and externally managed funds from Aberdeen, Barclays, Baring, Ciptadana, Circus Capital, Collins Stewart, Dresdner, Fidelity, Fleming, Franklin Templeton, GAM, Glanmore, HSBC, Invesco Perpetual, Investec, JF, Man Investments, Martin Currie, Merrill Lynch, Momentum, Neville James, Nordea, Principal Global Investors, Sarasin, Schroders, Surrenda Link, Thames River Capital, Value Partners, Vanguard

Allocation rates: 110-150% depending on investment term chosen

Place of registration: Isle of Man

Option: Additional life cover, premium protection cover

Withdrawals: Minimum of $750 taken on monthly, quarterly, half annually anually or a one off basis

Switches: Unlimited free switches

Charges: Initial 1.5% a quarter for first 18 months and in first 18 months after an increase in premiums, plan fee $6 a month, premium charge 7% for additional single premiums, fund administration charge 0.1% a month, external fund charges 0.1-3.35% a year depending on fund

Commission: Initial 5% or initial 3% plus 0.5% renewal

Tel: 01624 821184

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