You can choose 1% extra allocation for your clients or 1% extra initial commission for yourself, or a combination of the two up to 1%. Whichever you go for, it's good news for you and your business.
The Investment Bond – good for you, good for your clients
The Investment Bond's nil-commission base means the commission isn't already built in. So you can choose how much fund-based commission and initial commission you add – and therefore earn.
And, your clients can benefit from a wide range of low risk investment solutions, flexible income options and high allocation rates for larger investments.
Easy processing online
By applying online, you can save time with our online validation for your applications, as well as cut down on any lengthy administration periods for missing information. We even link you straight through from illustration to application. And with our 5-day turnaround time, you’ll get your commission faster. So, if you haven’t registered already, why not do it now?
The offer applies to new Investment Bonds (initial allocation version only) Illustrated and submitted online via our website, The Exchange and Assureweb between 19 January 2007 and 22 April 2007 inclusive.
Important information
The offer only applies to the initial allocation version of the Investment Bond, on whole of market terms. We reserve the right to withdraw, extend or otherwise amend the terms of the offer at any time.
Just like our e-services, it could give you – and your clients – a lot more!
For full details of the offer and access to all our Investment Bond literature, visit our website now at www.clericalmedical.co.uk
Not Registered for our website?
It's easy. Just visit our website at www.clericalmedical.co.uk and select Adviser zone – this takes you through a straightforward self-registration. You'll get access to the offer details and all our product information and literature.
Once you've registered for the Adviser zone you can get access to our full range of e-services by sending an e-mail with 'Regpack eBond' in the subject line to [email protected]
This item is aimed at financial advisers only. If you reproduce any part of this information for use with private clients, you must ensure it conforms to the Financial Promotion rules. In addition if used to advise private clients you are subject to the advising and selling rules.
