For UK financial advisers only. Not approved for use by customers. Visit the Prudential customer website For UK financial advisers only. Not approved for use by customers. Visit the Prudential customer website

Available Funds and Preferential Terms Calculator

Calculate the savings from preferential terms and find funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account.

  • Two tools in one.

  • View offline and online.

  • Save as a pdf for your reports.

Key features of our Available Funds Preferential Terms Calculator

See the savings with different terms

Use the Preferential Terms calculator to demonstrate the savings which could be made from initial charge discounts on the selected funds.

View available funds

View the funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account, using filters to refine the list and make selections.

Available online and offline

Add this tool to your favourites and use it even when you’re not online.

Save as a pdf

To save the results as a pdf you’ll need to print them as a pdf. Find out how in our Handy Hints and Tips guide (PDF)

Guidance, but not advice

The results of the tool shouldn’t be considered as advice and are to aid you during your advice process. The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.

© Prudential 2018