Use the Preferential Terms calculator to demonstrate the savings which could be made from initial charge discounts on the selected 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.
Add this tool to your favourites and use it even when you’re not online.
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)
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.