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5-year charging structure
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8-year charging structure
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10-year charging structure
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Establishment charge
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One off charge taken in year one only, quarterly in arrears
For Example, an 8 year 1% per annum establishment fee is 8% initial fees taken up front
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One off charge taken in year one only, quarterly in arrears
For Example, an 8 year 1% per annum establishment fee is 8% initial fees taken up front
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One off charge taken in year one only, quarterly in arrears
For Example, an 8 year 1% per annum establishment fee is 8% initial fees taken up front
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Regular management charge
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1.80% per annum for 5 years reducing to 0.2% thereafter, based on premium
(which equates to 9% of your money taken over 5 years, and then 0.2% thereafter for the lifetime of the bond)
Note, this charge is also levied against every top-up you make
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1.175% per annum for 8 years reducing to 0.2% thereafter, based on premium
(which equates to 9.4% of your money taken over 8 years, and then 0.2% thereafter for the lifetime of the bond)
Note, this charge is also levied against every top-up you make
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0.950% per annum for 10 years reducing to 0.2% thereafter, based on premium
(which equates to 9.5% of your money taken in 10 years, and then 0.2% thereafter for the lifetime of the bond)
Note, this charge is also levied against every top-up you make
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Administration charge (subject to annual review)
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£110.50 per quarter every quarter - for the lifetime of the bond
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£110.50 per quarter every quarter - for the lifetime of the bond
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£110.50 per quarter every quarter - for the lifetime of the bond
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Dealing charge (applied to every single sale or purchase of a fund or asset and placement and renewal of fixed deposits)
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£18 a time (subject to annual review)
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£18 a time (subject to annual review)
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£18 a time (subject to annual review)
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Currency dealing charge
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Quilter International reserves the right to charge this and review it annually
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Quilter International reserves the right to charge this and review it annually
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Quilter International reserves the right to charge this and review it annually
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Early withdrawal charge
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9.00% in the first quarter, reducing by 0.45% per quarter to 0% after 5 years
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9.40% in the first quarter, reducing by 0.29375% per quarter to 0% after 8 years
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9.50% in the first quarter, reducing by 0.2375% per quarter to 0% after 10 years
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Ongoing service charge (also known as trail commission)
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Decided by your adviser. This percentage charge is taken proportionately each calendar quarter in arrears. Where it is levied it is typically between 0.5% and 1% per annum
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Decided by your adviser. This percentage charge is taken proportionately each calendar quarter in arrears. Where it is levied it is typically between 0.5% and 1% per annum
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Decided by your adviser. This percentage charge is taken proportionately each calendar quarter in arrears. Where it is levied it is typically between 0.5% and 1% per annum
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Other charges
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Investors are asked to sign to confirm agreement with this statement:
I understand and accept that other charges may apply to my account. These charges may be made by third parties, for example an annual management charge on a selected fund or by Quilter International for additional services I request.
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Investors are asked to sign to confirm agreement with this statement:
I understand and accept that other charges may apply to my account. These charges may be made by third parties, for example an annual management charge on a selected fund or by Quilter International for additional services I request
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Investors are asked to sign to confirm agreement with this statement:
I understand and accept that other charges may apply to my account. These charges may be made by third parties, for example an annual management charge on a selected fund or by Quilter International for additional services I request
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