Key Facts

   
Minimum Initial Investment: £25,000 per portfolio

Minimum Ad Hoc Withdrawal Amount:
£1,000

Minimum Regular Withdrawal Amount: £250

Frequency of Withdrawals: Quarterly

Future Asset Management LLP
Initial Commission:
Up to 4%

Future Asset Management LLP
Annual Management Fee Share:
0.75% per year plus VAT

Premier's Portfolio Management Fee: Premier's annual management fee for managing your portfolio is a maximum of 1% (it may be less). For investments in Premier Funds, this fee is taken from their annual management charge and so is not paid directly by you. Where there is any fee share agreed with your financial adviser or other assets held outside of the Premier funds, the fee will be charged to your portfolio separately and is subject to VAT.

Valuations: Twice a year