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Applications must be posted to Moneyworld in order to receive your discount. |
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| Key Features Document Supplement | ||
| Prufund Investment Plan Brochure | ||
| Application Form | ||
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Plan Aims
• To provide growth on your money over the medium to long term. • To offer you a regular income if required.
• To give you access to part or all of
the value of your plan.
• To pay a cash sum if you die.
• There is an optional 5th Anniversary Capital Guarantee which aims to guarantee the value of your investment on its fifth anniversary so that it is at least the amount initially invested in the plan allowing for any income or withdrawals taken. This is known as the guaranteed minimum amount. Please read the key features document for more information about this option. Choose this option if you require a guarantee. This guarantee will also include the discount available from using Moneyworld e.g. £10,000 investment is increased to £10,625 with the discount added. • Throughout the key features brochure, where Prudential refers to income they are referring to regular payments you may choose to receive from your PruFund Investment Plan. HM Revenue and Customs may not tax these regular payments as income in the same way that they treat dividends or interest.
Income Can
be Paid:
• Monthly
• Every 3 months
• Every 4 months
• Every 6 months
• Yearly
The maximum level of regular income during any
12 month period is
5% of the full value of the plan.
Partial withdrawals are available.
Eligibility:
•The policy owner must be at least 18
•Maximum age at entry is 75
•Minimum investment £5000
•Maximum investment £500,000 per owner
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