Lifetime value - AMC Discounts
The Pru FRP rewards your clients by applying discounts to the basic annual management charge (AMC) based on the insurance fund* value (Fund Size Discount) and the amount of time invested in the FRP (Loyalty Discount) and both discounts can apply at the same time. The total fund value of all insurance funds across all Personal Pension and Income Drawdown plans will determine the fund size discount at any given time.
The tables below show the maximum AMC discounts that can apply:
* All funds excluding the Self-Invested Fund and the FRP Holding Account
** The fund size discount is calculated monthly, so will move up and down with changes in the Insurance Fund on a monthly basis.
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