Customer-friendly principles and practices of financial management (CFPPFM), entitled 'a guide to investing in AEGON Scottish Equitable's with-profits funds'
From 31 December 2005, the Financial Services Authority (FSA) has required companies to produce a customer-friendly version of the ''Principles and Practices of Financial Management (PPFM)'. This document, which should be read with the full PPFM, is written in a straightforward way and gives the most important information contained in the PPFM under the same headings.
All investors who have access to our with-profits funds will receive a copy of the CFPPFM with their key features document. If we ever make a change to the document, we'll issue the new version with annual statements.
Our current CFPPFM covers three types of with-profits funds: new generation, unitised and old style with-profits.
As part of our ongoing commitment to improve our communications to consumers, we've recently improved the format and clarity of our CFPPFM. To make it easier to follow, we've also split it into three versions that cover the different types of with-profits funds.
If you're invested in, or would like more information on, new generation with-profits funds, click to view this document.
If you're invested in, or would like more information on, new generation or unitised with-profits funds, click to view this document.
If you would like more information on our old-style with-profits funds, click to view this document
Further information... Who should I talk to?
Speak to your financial adviser to find out more. If you don't have an adviser, the IFA Promotion Service or the Society of Financial Advisers can help you find one.