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Illustration Form

This form collects your details so that we can add you to our mailing list for exciting service updates and important legislative changes that might affect your money. Please read our privacy policy
Type of Client
Account Type
- Single
- Joint
Ethical Filter
- Yes
- No
Does your client wish to apply an ethical filter to the institutions we use? There is no additional cost to your client if they select this option. It is possible that applying an ethical filter will result in a lower interest rate being achieved than if no filter was applied.
Client Details
To produce a personalised illustration, please enter your client's name or reference, e-mail address and contact number. This input is optional, however we will not contact your client if you provide this information
Client Name
Client Email
Client Telephone
Introducer Details
Introducer Name
To produce a personalised illustration, please enter the name of your firm, your e-mail address and contact number.
Introducer Email
Introducer Telephone
Contact
- Yes please, I'd like to hear about services and relevant updates
- No thanks, I don't want to hear about services or relevant updates
Your Current Savings
Name of Financial Institution
Rate of Interest
* Access Required
One or more required. Please state when your client will need access to their cash. For example, £300,000 could be split: £50,000 within a few days; £100,000 within 6 months and £150,000 within 24 months.
No Notice
01 Months
03 Months
06 Months
12 Months
24 Months
36 Months
60 Months
Totals
Total
DCM Fee
Introducer Fee
Interest Rate (after fee)
Annual Income (after fee)
Compared to BoE
Average of the rate available to households relating to instant access deposits (without bonus) and one year fixed rate bonus - as published by the Bank of England.
Compared to BoE2
Average of the rate available to households relating to instant access deposits (without bonus) and one year fixed rate bonus - as published by the Bank of England.
Compared to BoE2
Contact Preferences
- Yes please, I’d like to hear about services and relevant updates
- No thanks, I don’t want to hear about services or relevant updates
Please let us know if you would like us to contact you or not by selecting one of the options below:
This Illustration is indicative of what we might achieve when we first invest your money based on accounts currently available. Such illustrations assume that two accounts are used for each access period, more or fewer accounts may in fact be used depending on the size of your deposit and your security requirements. As a result of these factors you may achieve higher or lower rates of interest when we invest your money. The interest rates quoted in the illustration above are gross of tax and net of fees and expressed as Annual Equivalent Rates (AERs). The AERs illustrate what the interest rate would be if interest was paid and compounded once a year.

Annual Income comparison is based on indicated DCM return compared with Benchmark ¹, or your current savings rate if provided.
Chart Data

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Create Illustration

Illustration Form

Client Details

Introducer Details

Your Current Savings

* Access Required

Totals

Important Information