Selectapension Bespoke Plan Charge Data Template
This data template enables you to collect the relevant data needed from the Bespoke Plan in order to create it on the Selectapension System.
Bespoke Plan*Plan Name
*Notes
Default Commission/Fees
*Initial – Single Premium / [ ] %
*Fund based – Single Premium / [ ] %
*Initial/Level – Regular Premium / [ ] %
*Fund based – Regular Premium / [ ] %
*Regular Premium Commission Style / Level Annualised
*Does the plan Include an Implicit Commission Charge / Yes No
Charges
*Charge Type / Growth Product AMC Allocation Rate
Bonus Fund Initial Charge Fund AMC
Initial Remuneration Fund based Remuneration Other
*Description
*Apply To / Total Fund SP Fund RP Fund Total Premium
Single Premium Regular Premium
*Style / % % pa £ £ pa
*Is It Tiered / Yes No
*Amount / £
*Indexation / RPI AWE Other %
*Frequency / Once Only Monthly Quarterly
Half Yearly Annual
*Delay / Yes : (Months) No
*Duration / Full Term Months
*Minimum Charge Per Frequency / £
*Maximum Charge Per Frequency / £
*Tier details if applicable:
Charges
*Charge Type / Growth Product AMC Allocation Rate
Bonus Fund Initial Charge Fund AMC
Initial Remuneration Fund based Remuneration Other
*Description
*Apply To / Total Fund SP Fund RP Fund Total Premium
Single Premium Regular Premium
*Style / % % pa £ £ pa
*Is It Tiered / Yes No
*Amount / £
*Indexation / RPI AWE Other %
*Frequency / Once Only Monthly Quarterly
Half Yearly Annual
*Delay / Yes : (Months) No
*Duration / Full Term Months
*Minimum Charge Per Frequency / £
*Maximum Charge Per Frequency / £
*Tier details if applicable:
Charges
*Charge Type / Growth Product AMC Allocation Rate
Bonus Fund Initial Charge Fund AMC
Initial Remuneration Fund based Remuneration Other
*Description
*Apply To / Total Fund SP Fund RP Fund Total Premium
Single Premium Regular Premium
*Style / % % pa £ £ pa
*Is It Tiered / Yes No
*Amount / £
*Indexation / RPI AWE Other %
*Frequency / Once Only Monthly Quarterly
Half Yearly Annual
*Delay / Yes : (Months) No
*Duration / Full Term Months
*Minimum Charge Per Frequency / £
*Maximum Charge Per Frequency / £
*Tier details if applicable:
18/09/2012