If
you are an existing Policyholder and would like to
alter
your protection benefits, please contact our Customer
Helpline free on 0800
262536 Monday to Friday, between 8.00 a.m.
and 6.00 p.m.
A member of the team will be happy to help you.
Savings
/ Investment - Portfolio
This
is a brief description of this plan and is for information
purposes only as the product is no longer available.
For full details
of all the aims, risks and benefits,
please refer to your Policy
Provisions or contact our Customer Helpline.
Product Description
Portfolio is a
medium to long term unit linked lump sum investment bond. Portfolio
is designed to allow you
to invest a single premium to build up a fund over the medium to
long term, whilst benefiting from investment in a wide range of
assets.
Questions and Answers
Can
I Make Extra Contributions?
Yes, you can pay in additional lump sums at any time subject
to a minimum of £1000 per payment.
Can I Take Money Out?
You can take all or part of the value of your Policy at any
time. If you are taking out a part payment, the minimum amount
you can take is £100. Part payment can be a single one
off payment or a regular series of payments.
Will I have
to Pay any Tax? This will depend on your tax status. If you
are a non taxpayer or a basic rate taxpayer, you will
not
have any tax
to pay.
For more information
please call our Customer Helpline free on 0800
262536, Monday to Friday between 8.00 a.m. and 6.00 p.m. A
member of the team will be happy to help you.
Countrywide Assured plc
is authorised and regulated by the Financial Services Authority.
Countrywide Assured plc can only give advice on Life Assurance and Income
Protection Insurance business of Countrywide Assured plc.
