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Investment Bond Application Forms
Any application only £35 with ALL commission reinvested.
Please select the product from the list below and you will either be able to download the application in a PDF format or send us an email to request the application by post. To see a summary of the benefit of using Cavendish Online, click here.
| Company Name |
Min./Max. Investments |
Allocation Rates |
Funds |
Investment Applications & Key Features Documents |
| AXA SL |
£5,000 / £10,000 if monthly withdrawals required & no max. |
6.25% enhancement |
Funds |
Flexible Bond or KFD |
| Friends Provident |
£3,000 / no max. |
6.75% on With Profit Bond & 6.75% on Capital & Distribution Bonds |
Funds |
Investment Portfolio Bond & KFD or Income Distribution Bond & KFD |
| Legal & General |
£5,000 / £500,000 |
6.75% enhancement plus 1.5% special offer |
Funds |
Investment Bond App & KFD |
| Liverpool Victoria |
£10,000 / £500,000 |
6.25% enhancement |
|
Flexible Growth Bond App & KFD |
| MGM |
£7,500 / £250,000 |
6.25% enhancement |
Funds |
Portfolio Bond & KFD |
| Aviva |
£5,000 / no max. |
5.8% enhancement |
Funds |
Portfolio Bond & KFD |
| Prudential |
£ 6,000 / £500,000 |
6.25% enhancement from commission |
Funds |
Investment Bond & KFD |
| Scottish Life |
£5,000 / no max. |
Full reinvestment of commission |
Funds |
Capital Investment Bond & KFD or Riley Bond & KFD |
| Scottish Equitable |
£5,000 / no max. |
6.25% enhancement |
Funds |
Investment Bond & KFD Investment Control Bond & KFD |
| Scottish Widows |
£ 5,000 / £500,000 |
105.25% allocation with no establishment charge. Exit penalty of 5 to 1% over 1st 5 years
|
Funds |
Flexible Options Bond or
KFD |
| Skandia |
£5,000 / no max. |
3.58% enhancement. Although this sounds low, it equates to a 108.58% allocation |
Funds |
Investment Bond & KFD or Capital and Income Bond& KFD or Distribution Bond & KFD |
| Standard Life |
£10,000 / £500,000 |
6.25% enhancement |
Funds |
With Profits Bond & KFD or Capital Investment Bond & KFD |
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