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But before you start, we want to let you know…
Any details from the calculator output isn’t an indication of the return they may receive. The output is designed to show the approximate amount and effect of costs and charges on your clients’ potential investment.
You need to consider your other disclosure requirements under MIFID II for investments into OEIC funds. You can find more information on the FCA’s website**.
You can also obtain Key Investor Information Documents (KIID) and OEIC Prospectuses from the Link Asset Services website via the PruAdviser website.
For investments into the insurance policy for PruFund funds, which come under PRIIP regulations, here’s a Prudential ISA Key Information Document for single/transfers and regular investments. Also here’s your Investment Option Documents, and a Key Features Document.
You may also wish to use our generic illustration for the Prudential ISA.
You can read more about PruFund range of funds.
You can read more about the Prudential ISA.
The results of the tool shouldn’t be considered as advice and is 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.
**We can't control what's shown on any other websites.