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Fund prices
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You’ll qualify for a valuable special offer on your Portfolio Investment Plan each time you invest a single lump sum of £25,000 or more between 1st June and 31st August 2009.
The qualifying amount of £25,000 or more can include investments into a Portfolio Investment Plan and Stocks & Shares ISA provided they are made at the same time.
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Lump Sum Investment Amount |
Normal Initial Charge |
Percentage Reduction |
New Initial Charge |
£25,000 to £49,999 |
2% |
2% |
Nil |
£50,000+ |
1% |
1% |
Nil |
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Please remember that your investment is linked to the stockmarket and is not guaranteed. This means that the money invested and any income from it can go down as well as up and you could get back less than you have invested. You should look on this as a medium to long-term commitment and should be prepared to invest for at least five years. |
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What to do next
To find out more about investing with NFU Mutual, contact your local NFU Mutual branch to arrange an appointment with a Financial Consultant.
NFU Mutual Financial Consultants advise on NFU Mutual products and services and in special circumstances those of other providers. |
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