Client Investment

£
£
£
This is just for UK advisers – it's not for use with clients.

Important information

Fund Allocations ?

Total asset allocation

0/100%

You cannot continue until different funds are allocated

You cannot continue until the asset allocation total is 100%

%
Fund Name Transfer value Single Premium Regular Premium
Your premiums are below the minimum required amounts.
Please go back to step 1 to increase your premium amounts where shown in red above.

Adviser charges ?

%
£
%
%

Results

Fund costs & charges

Cost Category Cost of Investment % Transfer value costs Single premium costs Regular premium costs
One-off charges ? [~~~] [~~~] [~~~] [~~~]
Ongoing charges ? [~~~] [~~~] [~~~] [~~~]
Transactional costs ? [~~~] [~~~] [~~~] [~~~]
Incidental costs ? [~~~] [~~~] [~~~] [~~~]

Service costs

Link Financial Investments has no "service costs" as it does not charge investors for operating their Prudential ISA account.
Cost Category Cost of Investment % Transfer value costs Single premium costs Regular premium costs
One-off costs [~~~] [~~~] [~~~] [~~~]
Ongoing costs [~~~] [~~~] [~~~] [~~~]
Transactional costs [~~~] [~~~] [~~~] [~~~]
Incidental costs [~~~] [~~~] [~~~] [~~~]

Adviser charges

Cost Category Cost of Investment % Transfer value Single premium costs Regular premium costs
Single investment/transfer value Set-up adviser charge [~~~] [~~~] [~~~] [~~~]
Regular investment Set-up adviser charge [~~~] [~~~] [~~~] [~~~]
Ongoing adviser charge [~~~] [~~~] [~~~] [~~~]

Overall

Cost Category Cost of Investment % Transfer value Single premium costs Regular premium costs
Fund costs [~~~] [~~~] [~~~] [~~~]
Service costs [~~~] [~~~] [~~~] [~~~]
Adviser charges (single premium/transfer value) [~~~] [~~~] [~~~] [~~~]
Adviser charges (regular premium) [~~~] [~~~] [~~~] [~~~]
Total costs and charges (£) [~~~] [~~~] [~~~] [~~~]
Total costs and charges (%) [~~~] [~~~] [~~~] [~~~]

Transfer value -

Year Assumed starting value Gross Growth Rate Net Return Return before costs & charges Return after charges

Single premium -

Year Assumed starting value Gross Growth Rate Net Return Return before costs & charges Return after charges

Regular premium -

Year Assumed starting value Gross Growth Rate Net Return Return before costs & charges Return after charges
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SECTION 1: important information
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