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Capital Builder Plan

This description is a brief outline of the contract with rules reference M9P16.


Description

This contract is a unit-linked, qualifying endowment assurance. It is available on a single life basis only.

It is designed to provide a tax free lump sum after a fixed term of 20 years.

Plans are segmented into separate policies, which must have a minimum premium of £20 per month or £240 per annum. Premiums can be paid either monthly, quarterly, half yearly or annually. The maximum number of segments is 20.

Benefits

Death Benefit

The greater of the guaranteed death benefit and the bid value of the units.

Charging Structure

Please contact Prudential for details of the charging structure.


Maturity

The client can receive a tax-free cash sum.






tools & calculators

Tools & calculators

For UK Adviser Use Only - Not Approved For Use With Clients