Investment Benefit

Mortgage Endowment Investment1.00

 
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  1. Description    
  2. Components    
  3. Fields    
  4. See also    

Description

 Mortgage Endowment Investment: Unit-linked investment with an automatic switching option. In each of the last 5 years, funds are progressively switched into a more secure fund. Initial expenses are met through a nil allocation period, while renewal expenses are taken through policy fee and fund management charge.

 

Components

 Investment Charge: Standard Admin Fee v.1.00
 

Fields

Investment TypeMortgage Endowment Investment
Version1.00
Planned TermPolicy Term
Allocation Pattern[None]
Initial Unit Type[None]
Bid-Offer Spread0.05
Management Fee0.01
Switching Options[None]
Investment Guarantee Type[None]
Initial Unit Deductions[None]
Regular Unit Deductions[None]
Deduction ApportionmentProportionate to Value of Fund
Unit Deficiency ActionLapse
Investment Exit Charge Type[None]

 

See Also

 
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