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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 & fixed

interest, cash, Uk equity, UK equity tracker, global equity, international

equity, North American equity, European equity, Japanese equity, Far

East equity, with-profits, controlled risk, managed 100 guarantee,

managed 95 guarentee.

Charges: Annual 0.6 per cent up to £499,999, 0.55 per cent

£500,000-£1m, 0.5 per cent over £1m. UK equity tracker annual 0.5

per cent.

Allocation rates: 100 per cent.

Minimum term: One month.

Options: None.

Commission: Subject to negotiation.

Tel: 0845 6000393.


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