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Norwich Union International – Premier Portfolio Bond

Norwich Union International

Premier Portfolio Bond

Type: Offshore unit-linked bond

Aim: Growth and income by investing in a range of internally and externally managed funds

Minimum investment: Lump sum £50,000, euros 75,000, $75,000

Minimum-maximum ages: From birth-89

Fund links: 1,902 onshore and offshore funds including Oeics, unit trusts investment trusts and Sicavs from Norwich Union, Aberdeen, Artemis, Aegon. Baillie Gifford, Baring, Britannic, Cazenove, Credit Suisse,Fidelity, First State, Framlington, Gartmore, HSBC,Invesco Perpetual, Invesco, JO Hambro, JPMorgan, Jupiter, Lazard, Legg mason, M&G, Martin Currie, Mellon Newton Merrill Lynch, Morgan Stanley, New Star, Rathbone, Rensburg, Schroders, SG Asset Managers, Scottish Widows Investment Partnership and UBS or investors choice of other managers

Switches: Unlimited free switches

Place of registration: Dublin

Allocation rates: 100-104% depending on size of investment

Charges: Option one establishment charge 0.4375-0.5% a quarter in first five years depending on size of initial investment, option two initial 0.75-2.5% depending on size of investment plus any commission taken by the IFA, option 3 0.67% a quarter in first five years, quarterly administration charge £90, $135. euros 135

Commission: Initial up to 5% plus enhancement, renewal up to 0.5%

Tel: 0845 300 2114


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