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MGM Assurance – Capital Investment Bond

Monday, February 11, 2002.

Type: Unit-linked bond.

Aim: Income and growth by investing in up to 12 funds.

Minimum investment: Lump sum £7,500.

Fund links: Bonus growth, deposit, European, fixed interest,

international equity, Lazards managed, managed, North American,

Pacific Basin, property, special situations, UK equity.

Allocation rates: Clients up to age 75, £7,500-£14,999 – 101 per cent,

£15,000-£29,999 – 103 per cent, £30,000-£39,999 – 104 per cent,

£40,000 and above – 105.25 per cent. Clients 76-84, £7,500-£14,999

– 100 per cent, £15,000-£29,999 – 102 per cent, £30,000-£39,999 –

103 per cent, £40,000 and above – 104.25 per cent.

Charges: Initial 5 per cent, annual 1 per cent, deposit fund 0.5 per

cent, bonus growth fund implicit.

Switches: Unlimited free switches a year.

Commission: Initial 5.6 per cent, or initial 3.5 per cent, renewal 0.5

per cent.

Tel: 0845 7581277.


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