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Current Dealing & Custodian Fees For Portfolio Bonds - RL360°

This page details the latest dealing and custodian fees for our portfolio bond products. PIMS is available to new business but Select and Choice are no longer available. This page will be updated as, when and if we change fees in the future.


The fees shown apply per purchase and sale of a linked investment. If the investments linked to your policy are managed by a discretionary manager, or via an external platform, then the dealing and custodian fees below may not apply. You should speak to your financial adviser and/or the platform provider, or discretionary manager to confirm applicable charges.


For PIMS, please visit our dedicated product page.


Select

Policy currency
EUR
GBP
HKD
JPY
USD
Dealing 55 35 525 5,950 70
Custodian 42 25 375 4,250 50

Choice

Policy currency
EUR
GBP
HKD
JPY
USD
Dealing 25 15 180 2,550 25
Custodian 27 16 192 2,720 27

Choice - Hong Kong

Policy currency
EUR
GBP
HKD
JPY
USD
Dealing 25 15 180 2,550 25
Custodian 10 6 72 1,020 10