Eagle Star Personal Pension Plans
Once-off Single Contributions
Policy Fee: Nil
Bid/Offer Spread: 5%
Annual Management Charge: 0.75% for all Eagle Star funds.
Allocation Rates:
€2,500 to €10,000: Normal allocation rate: 98% NoFinancialAdvice allocation rate: 100%
€10,000 to €20,000: Normal allocation rate: 99% NoFinancialAdvice allocation rate: 101%
€20,000 to €24,999: Normal allocation rate: 100% NoFinancialAdvice allocation rate: 103%
€25,000 to €30,000: Normal allocation rate: 100.25% NoFinancialAdvice allocation rate: 103.25%
€30,000 to €50,000: Normal allocation rate: 100.5% NoFinancialAdvice allocation rate: 103.5%
€50,000 and more: Normal allocation rate: 101% NoFinancialAdvice allocation rate: 104%
The allocation rates above assume that the client has more than 10 years to go until chosen retirement age, and is under 55 years of age.
