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With Profits ISA - 2% off initial charges

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With Profits ISA - 2% off initial charges until 30 April 2010*

We are reducing the intial charges for lump sum investments including transfers from other providers of £5,000.01 and over into the Wesleyan With Profits ISA made prior to 30 April 2010. During this time, the following initial charge will be reduced as follows:

With Profits ISA Investment

2009-2010 Tax Year (5 April to 6 April)

With Profits ISA Investment Initial Charge Initial Charge from 1 February 2010 to 5 April 2010
Lump sum investments up to £5,000.00 5% No change
Lump sum investments of £5,000.01 to £7,200.00 5% 3%
Lump sum investments of £7,200.01 or more 2% 0%

2010-2011 Tax Year (5 April to 6 April)

With Profits ISA Investment Initial Charge Initial Charge from 6 April 2010 to 30 April 2010
Lump sum investments up to £5,000 5% No change
Lump sum investments of up to £5,000.01 to £10,200.00 5% 3%
Lump sum investments of £10,200.01 or more 2% 0%


*Please note that this offer only applies to the initial charge. The annual management charge of 1.5% will apply. The offer does not apply to regular monthly investments.

Exit fees may be applied to your existing ISA provider when transferring your investment to Wesleyan and while transfer is going through, your funds will be out of the market. However, there are no maximum limits for transfers from previous tax years' stocks and shares and cash ISAs and these do not affect your current tax year ISA limits.

There is no guarantee that an investment transferred into the Wesleyan With Profits ISA will perform better than your existing investment.

Please use this link for more information on the Wesleyan With Profits ISA.

©2010 Wesleyan Assurance Society