The percentage of the customer's money that is actually invested in the policy after any initial charges have been taken out
Found on
http://www.encyclo.co.uk/local/20174
Is the amount of the investment (eg pension) that is actually used to purchase units. As charges are often higher in the earlier years of a policy to cover set up costs, not all monies will be invested. For example an allocation rate of 90% means only 90% of the investment value will actually be used for investment purposes.
Found on
http://www.encyclo.co.uk/local/20416
No exact match found.
