Halifax Bank
Phone: +44 113 242 2229, +44 113 279 8302
Email: security@halifax.co.uk
Name
Scottish Widows OEIC
Category
Description
A collective investment provided by Scottish Widows Unit Trust Managers Limited
Choose from a range of investment funds to meet your needs
Choose from a range of investment funds to meet your needs
Benefit
-The minimum lump sum payment is £3,000. If you are investing monthly, your payments must be for at least £150 per month
-You can top up your investment with a single payment of £250 at any time or top up your monthly payment by a minimum of £10 per month
-There is an annual management charge (AMC) of 1.5% for this product. The AMC is included in the Total Expenses Ratio (TER), which covers yearly costs of the fund and may vary throughout the investment period.
-There is an initial charge from 2% of each payment you make
-You can top up your investment with a single payment of £250 at any time or top up your monthly payment by a minimum of £10 per month
-There is an annual management charge (AMC) of 1.5% for this product. The AMC is included in the Total Expenses Ratio (TER), which covers yearly costs of the fund and may vary throughout the investment period.
-There is an initial charge from 2% of each payment you make
Type
savings
Eligibility
To apply for a Scottish Widows OEIC or to discuss whether it might be suitable for you, book a no-obligation appointment with a financial adviser.
You can book an appointment online or call 0845 604 1401*
*Lines are open Monday to Friday 8am - 8pm &
You can book an appointment online or call 0845 604 1401*
*Lines are open Monday to Friday 8am - 8pm &
Featured
Yes
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