|
Aviva Special Offer
(29/08/2006)
Aviva
(Norwich Union) have announced that all qualifying
regular contribution offshore savings plans submitted before the
8th December, they will make bonus contributions to
the savings plan.
Based on a
minimum monthly premium of USD 450 (or currency equivalent),
Aviva will make the additional extra contributions in the first
month of the policy:
|
Term |
Additional Contributions |
|
10-14
Years |
One
month bonus contribution |
|
15-19
Years |
Two
month bonus contribution |
|
20+
Years |
Three
month bonus contribution |
Qualifying
conditions for the bonus contributions are:
-
The regular
premium plan must be submitted and issued before 8th
December 2006
-
The policy
must be a 10 year term or over
-
The regular
policy contributions must be US$ 450 (or currency equivalent)
or more
-
All bonus
contributions will be given in year one of the policy and
issued as preliminary units
-
The bonus
contributions will not be available for withdrawal during the
first 8 years of the policy
-
If the
savings plan is lapsed or surrendered during the first 8 years
of the plan, Aviva will reclaim the bonus contributions.
The effect
of the additional contributions is illustrated below:
|
Amount
Invested |
Term |
Percentage Return* |
Additional Returns |
|
$1000 |
10 |
5% |
$1629 |
|
$2000 |
10 |
5% |
$3258 |
|
$3000 |
10 |
5% |
$4887 |
|
|
|
|
|
|
$2000 |
15 |
5% |
$4158 |
|
$4000 |
15 |
5% |
$8316 |
|
$6000 |
15 |
5% |
$12,474 |
|
|
|
|
|
|
$3000 |
20 |
5% |
$7,960 |
|
$6000 |
20 |
5% |
$15,920 |
|
$9000 |
20 |
5% |
$23,880 |
* Annual
compounded rate of rate. This is not guaranteed. The rate of
return is used purely for illustrative purposes – the actual
rate may be higher or lower.
The policy
can be established in a variety of currencies including
Sterling, US Dollars, Euro, Australian Dollars and Yen. The
Aviva regular contribution offshore savings plan is ideal for
medium- to long-term offshore savings, international retirement
planning, education fee planning, or a mortgage repayment
vehicle.
To obtain further details for the Aviva
offshore savings plan and the special terms, just
click here
to request that one of our fully qualified consultants to
contacts you. |
