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Legal & General – Portfolio Plus Trustee Investment Plan

Legal & General

Portfolio Plus Trustee Investment Plan

Type: Trustee investment plan

Minimum premium: Lump sum £25,000

Minimum term: Five years

Investment choice: Maximum of 10 funds from range of 250 funds from 40 fund management groups

Charges: Annual 1% for first five years, thereafter 0.1-0.6% a year depending on fund value, annual 0.2-2.5% fund management charge depending on funds chosen

Allocation rate: 100-105% dependent on the commission taken

Switches: First 12 switches each year are free, additional switches £12 each

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

Tel: 08452 707010


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