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NPI – Socially Responsible Bond

Tuesday, 17th October 2000.



Aim: Growth by investing in unit linked or with profit fund.




Minimum investment: £10,000.




Fund links: Socially responsible with-profit, global care life, global care managed life.




Allocation rates: With-profit fund – £10,000-£15,000 &#45 100 per cent, £15,001-£20,000 &#45 102 per cent, £20,001-£25,000 &#45 102.35 per cent, £25,001-£50,000 &#45 102.75 per cent, £50,001-£100,000 &#45 103.35 per cent, £100,000 plus &#45 103.5 per cent. Global care life and global managed life &#45 £10,000-£15,000 &#45 100 per cent, £15,001-£25,000 &#45 100.2 per cent, £25,001-£50,000 &#45 100.5 per cent, £50,001-£100,000 &#45 100.75 per cent, £100,000 plus &#45 101 per cent.




Charges: With-profit fund &#45 no initial charge, global care life and global care managed life – initial 1.25 per cent.




Switches: Four free switches a year, £15 thereafter. No switching from with-profit fund in first five years.




Commission: Initial 5.25-6.5 per cent, renewal 0.5 per cent.




Tel: 01892 596098.


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