Adviser details
Illustration details
Adviser name
*
Company
*
FSA number
*
Client name
*
Product
OEIC / Unit Trust
Illustration type
Select illustration type
Term amount
Lump sum
Lump sum & monthly sum
Term of investment
Investment purpose
Select purpose
Mortgage repayment
School fees
Retirement
* Required field
Select fund(s) from one of the categories below
Equity Funds
Bond Funds
Multi-Manager Funds
Multi-Manager (FoF) Funds
Property Trust
Diversified Assets Fund
Capital Trust
Fund Name
Investment Type
Commission
Lump Sum £
Monthly £
Initial %
Annual %
Discount %
0
4935
SWIP Absolute Return UK Equity Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010006
4499
SWIP Asia Pacific Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010008
4486
SWIP Emerging Markets Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010004
4500
SWIP European Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
0
5088
SWIP European Income Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.00
0.00
0
4908
SWIP European Real Estate Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010007
4487
SWIP Financial Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010010
4501
SWIP Global Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60076822
4307
SWIP Global SRI Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010012
4502
SWIP Japanese Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010013
4488
SWIP Japanese Smaller Companies Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010000
4503
SWIP North American Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010029
4490
SWIP North American Smaller Companies Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60058839
4308
SWIP Pan-European Equity Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010020
4309
SWIP Pan-European Smaller Companies Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60070818
4310
SWIP Pan-European SRI Equity Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
0
5115
SWIP Sterling Credit Advantage Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
0.50
0.00
60010002
4491
SWIP UK Advantage Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
0
5233
SWIP UK Enhanced Equity Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010025
4492
SWIP UK Income Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010026
4504
SWIP UK Opportunities Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
0
4936
SWIP UK Real Estate Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
60010028
4480
SWIP UK Smaller Companies Fund
0.00
0.25
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
2.75
3.00
3.25
3.50
3.75
4.00
4.25
4.50
4.75
5.00
0.50
0.00
