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2011 Charges and commission

Name Old New Fund Range Effective Date
Standard Life UK Smaller Companies AMC: 1.5% AMC: 1.6% Old Mutual Wealth's platform 01 Nov 2011
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Please note: Trail commission will not be changing.
Standard Life UK Gilt AMC: 0.95% AMC: 1% Old Mutual Wealth's platform 01 Nov 2011
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Please note: Trail commission will not be changing.
Standard Life Select Income AMC: 0.95% AMC: 1% Old Mutual Wealth's platform 01 Nov 2011
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Please note: Trail commission will not be changing.
Standard Life Higher Income AMC: 0.95% AMC: 1% Old Mutual Wealth's platform 01 Nov 2011
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Please note: Trail commission will not be changing.
Standard Life Global Index Linked Bond AMC: 0.95% AMC: 1% Old Mutual Wealth's platform 01 Nov 2011
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Please note: Trail commission will not be changing.
Standard Life Global Equity Unconstrained AMC: 1.5% AMC: 1.6% Old Mutual Wealth's platform 01 Nov 2011
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Please note: Trail commission will not be changing.
Standard Life Corporate Bond AMC: 0.95% AMC: 1% Old Mutual Wealth's platform 01 Nov 2011
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Please note: Trail commission will not be changing.
Close Discretionary Growth Portfolio AMC: 1.50% AMC: 1.35% Old Mutual Wealth's platform 17 Oct 2011
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Please note: This fund also changes name on 17/10/2011 to Close Discretionary Balanced Portfolio.
Close Discretionary Dynamic Portfolio AMC: 1.50% AMC: 1.35% Old Mutual Wealth's platform 17 Oct 2011
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Please note: This fund also changes name on 17/10/2011 to Close Discretionary Growth Portfolio.
Close Discretionary Conservative Portfolio AMC: 1.25% AMC: 1.10% Old Mutual Wealth's platform 17 Oct 2011
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Please note: This fund also changes name on 17/10/2011 to Close Discretionary Diversified Income Portfolio.
Close Discretionary Balanced Portfolio AMC: 1.50% AMC: 1.35% Old Mutual Wealth's platform 17 Oct 2011
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Please note: This fund also changes it's objective and name on 17/10/2011 to Close Discretionary Conservative Portfolio
Gartmore Funds See link below See link below Life and Pensions and Old Mutual Wealth's platform 11 Jul 2011
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Please note: these funds are also changing name.
SK Legg Mason US Equity TER: 1.15% TER:1.20% Life and Pensions 05 May 2011
Legg Mason US Smaller Companies TER: 1.75% TER: 1.74% Life and Pensions 01 May 2011
Legg Mason US Equity TER: 1.71% TER: 1.75% Life and Pensions 01 May 2011
Legg Mason Japan Equity TER: 1.94% TER: 1.95% Life and Pensions 01 May 2011
Legg Mason Asia Pacific TER: 2.14% TER: 2.00% Life and Pensions 01 May 2011
Legg Mason Sterling Corporate Plus Bond TER: 1.48% TER: 1.35% Life and Pensions and Old Mutual Wealth's platform 11 Mar 2011
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Please note: This fund also changes name on 11/03/2011 to Legg Mason Global Blue Chip Bond. The investment objective and policy are also changing.
Legg Mason Sterling Corporate Plus Bond AMC: 1.25% AMC: 1.00% Life and Pensions and Old Mutual Wealth's platform 11 Mar 2011
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Please note: This fund also changes name on 11/03/2011 to Legg Mason Global Blue Chip Bond. The investment objective and policy are also changing.
First State Global Growth AMC: 1.50% AMC: 0.51% Life and Pensions and Old Mutual Wealth's platform 01 Feb 2011
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Please note: this fund will continue to pay trail commission of 0.50%.
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