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Scottish Mutual Intl takes WP plan into Germany

Scottish Mutual International is taking its guaranteed with-profits plan into the German market for the first time.

The plan has a choice of investment return guarantees ranging from 117.5 per cent of the original investment after eight years to 135 per cent after 15 years.

As a special offer, SMI is increasing the allocation rate by 1 per cent for investments of euro75,000 to euro149,999 and 3 per cent for sums over euro150,000 for applications received by June 11.

Regular withdrawals are allowed of up to 7.5per cent a year. Annual bonuses are currently set at 4.25 per cent for euro investments and 4.75 per cent for sterling. A terminal bonus may be added subject to market conditions. This is currently at a rate of 1 per cent on death only.

European sales manager Andrew Stones says: “We are delighted to launch this new plan into the German market. Stockmarket volatility makes the absolute cash guarantee after eight years an important feature for advisers and investors in Germany.”


Credit Agricole Asset Management – CA Funds Europe Equity Research

Tuesday, 26 March 2002 Type: Sicav Aim: Income and growth by investing in up to 70 European stocks Minimum investment: £0.01 Place of registration: Luxemburg Investment split: 100% in up to 70 European stocks Isa link: Yes Charges: Initial up to 4.5%, annual 1.6% Commission: Initial up to 4.5%, renewal 0.5% Tel: 020 7303 8042

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