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MGM Assurance – Investment Portfolio Bond

MGM Assurance

Investment Portfolio Bond

Type: Unit-linked bond

Aim; Growth by investing in a range of MGM Assurance best of breed funds

Minimum investment: £5,000

Minimum-maximum ages: 18-80

Fund links: 15 MGM Assurance best of breed funds

Switches: Unlimited free switches

Allocation rates: 99.5-103.5% depending on charging structure chosen and size of investment

Charges: Enhanced allocation option – initial 5%, penalty-free option initial 5%, establishment fee option – annual 0.09-0.1% depending on size of investment for first five years

Commission: Initial 6.75% or initial 4% initial plus renewal 0.5%

Tel: 0845 758 1277

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