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Generali & GlobalEye: Comprehensive Investment Plan Overview and Charges

Discover the Generali & GlobalEye investment plan, featuring a minimum premium of $36,000 or equivalent, with a 100% allocation rate. The investment admin charge is 1% p/a, while there's a 1.5% establishment charge for the first five years, reduced to 1.25% for investments exceeding $135,000. Benefits include access to Richmond Funds across three share classes, ideal for SIPP/QROP investments. Enjoy 24/7 online access, flexibility with immediate access if needed, and minimum partial encashments starting at $1,350. Invest smartly with Generali, formed in 1831.

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Generali & GlobalEye: Comprehensive Investment Plan Overview and Charges

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  1. GENERALI & GLOBALEYE Choice – An Overview • Charges/Bonuses • Minimum premium $36000 , 30000 EURO or 20000 GBP • Allocation Rate: 100% • Investment Admin Charge: 1% p/a of the units allocated • Establishment Charge:1.5% p/a of the total amount invested for 5 years only, taken quarterly in arrears.THE ESTABLISHMENT CHARGE IS REDUCED to 1.25% p/a SHOULD THE TOTAL AMOUNT INVESTED EXCEED $135,000 , 112,500 EURO OR 75000 GBP. • Generali • Formed 1831 • 33rd largest Corporation by Market Revenue in the Fortune 500 survey 2010. • A+ Standard & Poors C H O I C E • Other Benefits • Richmond Funds available in all 3 share classes • Ideal for SIPP/QROP investment • DIRECT FUNDS with Free Switching • 24/7 Online access for brokers/policyholders • Flexibility/Access • Immediate access if required • Minimum amount to remain in the plan is10% of ALL invested amounts. • Minimum partial encashments : $1350, 1125 EURO or 750 GBP

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