Investment Bond
Its Aims
- The Red Rose Friendly Society with Profits Investment Bond aims to increase the lump sum invested over the medium to long term (typically 5 years or more) by adding interest as an annual bonus on the Bond's anniversary.
- This bonus once added cannot be taken away
- Single investment units are £500
- The minimum investment is £500. There is no upper limit
- A discretionary loyalty bonus (terminal) may also be added to the bond after 5 years
Performance
Reversionary Bonus 1.5%
| Year Invested | Terminal Bonus |
|---|---|
|
2002 |
25% |
|
2003 |
25% |
|
2004 |
20% |
|
2005 |
20% |
|
2006 |
10% |
|
2007 |
5% |
|
2008 |
5% |
|
2009 |
0% |
|
2010 |
0% |
|
2011 |
0% |
Reversionary and Terminal Bonuses are not guaranteed and may be changed at any time
More Details
If you require more information about the Red Rose Friendly Society With Profits Investment Bond, please contact us directly. You may also wish to talk to your IFA
Key Features of the product can be found here
Please note if you apply online for this product you will be asked to supply documentary evidence to prove your identity. Suitable documents include passport, driving licence or a utility bill dated within the last three months