Canada Life Choice Personal Pension Plans
Once-off Single Contributions
Policy Fee: Nil
Bid/Offer Spread: 5%
Annual Management Charge: 0.75% for most funds.
Allocation Rates:
€6,500 to €20,000: Normal allocation rate: 98% NoFinancialAdvice allocation rate: 100%
€20,000 to €124,999: Normal allocation rate: 100.5% NoFinancialAdvice allocation rate: 103.5%
€125,000 to €315,000: Normal allocation rate: 101% NoFinancialAdvice allocation rate: 104%
€315,000 and more: Normal allocation rate: 101.5% NoFinancialAdvice allocation rate: 104.5%
The allocation rates above assume that the client has more than 6 years to go until chosen retirement age, and is under 55 years of age.
