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Scottish Mutual – Classic Flexible Trustee Investment Plan

Tuesday, 14 August 2001.

Type: Trustee investment plan.

Minimum premium: Lump sum £10,000, monthly £500.

Minimum-maximum ages: From birth-no maximum.

Fund links: With-profit, ethical, long gilt, gilt & fixed interest,

cash, safety, growth, UK equity, international, European, opportunites,

Far Eastern, North American, Japanese, UK equity tracker, controlled

risk, managed with guarantees, FTSE with guarantees, Abbey

National trustee, Scottish Mutual Merrill Lynch managed, Scottish

Mutual Fidelty managed, Scottish Mutual Newton managed, Scottish

Mutual Perpetual managed.

Charges: Annual 1 per cent for first five years, 0.6 per cent thereafter,

Abbey National trustee annual 0.5 per cent.

Allocation rate: 100 per cent.

Minimum term: One month.

Options: None.

Commission: Subject to negotiation.

Tel: 0845 6000393.


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Scottish Mutual – Tailored Flexible Trustee Investment Plan

Tuesday, 14 August 2001.Type: Trustee investment plan.Minimum premium: Lump sum £10,000, monthly £500.Minimum-maximum ages: From birth-no maximum.Fund links: Managed, long gilt, index-linked gilt, gilt & fixedinterest, cash, Uk equity, UK equity tracker, global equity, internationalequity, North American equity, European equity, Japanese equity, FarEast equity, with-profits, controlled risk, managed 100 guarantee,managed 95 guarentee.Charges: Annual 0.6 per […]


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