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Friends Provident International – Zenith

Friends Provident International


Type: Unit-linked offshore bond

Aim: Growth and income by investing in a maximum of 10 funds from 31 fund management groups

Minimum investment: £10,000, $15,000, euros 15,000

Fund links: Choice of 95 funds from Aberdeen, AHL, Barclays, Baring Asset Management, Brandeaux, Ciptadana, Circus Capital, Collins Stewart, Dresdner, Fidelity, Friends Provident International, Franklin Templeton, Gartmore, GAM, Glanmore, HSBC, Invesco, Investec, JF, Merrill Lynch, Momentum, Neville James, Nordea, Principal, Sarasin Chiswell, Schroders, Surrenda-link, Thames River Capital, Vanguard, Value Partners

Allocation rates: Investments up to £24,999/$37,499/euros 37,499 – 100%, £25,000-£49,999/$37,500-$74,999/euros 37,500-euros 74,999 – 101%, £50,000-£99,999/$75,000-$149,99/euros 75,000-euros 149,99 – 102%, £100,000-£199,99/$150,000-$299,99/euros 150,000-euros 299,99 – 103% £200,000/£300,000/euros 300,000 and above – 104%

Place of registration: Isle of Man

Switched: Free unlimited switches

Charges: Establishment charge 0.4% a quarter in first five years, annual 1.2%, plus annual 0.1-3.35% depending on external fund links chosen

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

Tel: 01624 821184


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