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Ancoria Life Policy

Charges

Annual fees

Life Policy €50
Life Policy with Advice €50 + 0.50%
 

Management fees

Fund management 0 - 1.5% (see partifular Fund conditions)
 

Fund transfer fees

Online €10
Manual €15
 

Surrender fees

Online €20
Manual €25
Express 1% (Min. €50)
Standing order (one-off) €25
 

Other fees

Transaction confirmation by mail €3
Password replacement for Ancoria Online Service by mail €10
Annual statement/Statement/Transaction report by mail €10
Transaction report older than year 2006 €50
Change of Policyholder €50
Annual administration fee for online equity trading
(does not include brokerage fees)
1% (Min. €200)
Notice for unsettled fees €10
Forced sale of Funds €40
Policy cancellation €50
 

Sub-custody account fees

Set-up €5,000
Annual administration fee payable quarterly as a percentage of assets in sub-custody account
(does not include custodian fees)
0.50% (Max. €20,000)