IEP Investor Illustration Tool

About you and the potential investor

Enter your and your client’s details so that the illustration can be personalised to them.

*Indicates mandatory field

Adviser name*

Valid Adviser name is required.

Adviser firm*

Valid Adviser firm is required.

IRN (Individual Reference Number)*
You must enter a valid IRN to receive your illustration.

Valid IRN is required.

Adviser email*

Please enter a valid email address.

Confirm adviser email*

Please enter a valid email address.

Potential investor name*

Valid investor name is required.

For technical support, please contact us at marketingteam@theingeniousgroup.co.uk.

A copy of the illustration will be sent to your email address and the Ingenious team so that we can assist with any further information or support you might require. You can find more details about how we treat your information in our
privacy policy.

Clear all data and start fresh

By using this illustration tool, you confirm that you are a regulated financial adviser and agree to our Terms of Use. This illustration acts as a summary of information only. Advisers should consult with their clients to discuss their personal situation and the suitability of any investment decision.

About the investment

Select the investment service you would like to base this illustration on*.

*Indicates mandatory field

IEP Apex

IEP Classic

IEP Private Real Estate

IEP Private Media

You can complete an illustration for this client for a second service at the end of the tool.

Is the investor aged 18 up to 86 years old?
(Please note that Apex is only available to investors aged 18 up to 86 years old and who meet certain health requirements. Please see the Apex brochure for more details on eligibility. If your investor is not eligible for Apex, they will still be able to invest in other IEP services)

Yes, the investor is aged 18 up to 86 years old

Choose your investor type*

Single Investor

Joint Investor

For IEP Apex investments, eligibility criteria apply, please refer to the brochure for further details. Insurance will cover the first £500,000 invested only. The illustration will reflect this.

Please confirm the amount you would like to base this illustration on, before fees or performance are taken into account.

Initial Investment Amount*

Please enter a value.

Is this Replacement Business Relief?*

Yes

No

If you indicate that the investment is Replacement Business Relief, the illustration will assume that the two-year Business Relief-qualifying period has already been achieved.

Performance

The long-term investment target of N/A is N/A per annum, net of fees. To show your client a range of potential scenarios, we have selected the lower, middle and upper bound of this target to appear on your illustration. We will also include a comparison for holding the investment in cash. These are as follows:

0.2%

Cash

N/A

Lower target

N/A

Middle target

N/A

Upper target

By using this illustration tool, you confirm that you are a regulated financial adviser and agree to our Terms of Use. This web page acts as a summary of information and investors should consult a regulated adviser to discuss their personal situation and the suitability of any investment decision.

Fees and charges

*Indicates mandatory field

The charges paid to the Manager or Custodian will be included in the illustration. These are set out below and more information can be found in the investment brochure, which can be found in our document library.

One-off charges

paid to the Manager

Ingenious Investment Fee: 1.5%

Ingenious Dealing Fee: 1%

Ongoing charges

paid to the Manager and Custodian

Ingenious Management Fee: 1%

Ingenious Administration Fee: 0.25%

Custodian charge: 0.1%

One-off and ongoing adviser charges are determined by the adviser, so please fill in this section if you would like to include your own fees on the illustration.

One-off charge – paid to the adviser*

Please enter a valid value.

Ongoing charge – paid to the adviser*

Please enter a valid value.

Duration of ongoing charge (years)*:

0yr

10yr

0 Years

Note: the illustration will be run for a holding period of ten years.

By using this illustration tool, you confirm that you are a regulated financial adviser and agree to our Terms of Use. This web page acts as a summary of information and investors should consult a regulated adviser to discuss their personal situation and the suitability of any investment decision.

Withdrawals

*Indicates mandatory field

If the investor would like to make regular withdrawals, please indicate this below:

Do not include

Include an annual withdrawal amount of*:

Please enter a valid value.

Duration of annual withdrawal*

0yr

10yr

0 Years

Note: the illustration will be run for a holding period of ten years.

By using this illustration tool, you confirm that you are a regulated financial adviser and agree to our Terms of Use. This web page acts as a summary of information and investors should consult a regulated adviser to discuss their personal situation and the suitability of any investment decision.

Review your details

About you and the potential investorEdit

Adviser name

N/A

Adviser firm

N/A

IRN (Individual Reference Number)

N/A

Adviser email

N/A

Potential investor name

N/A

About the investmentEdit

Service

N/A

Investor type

N/A

Initial investment amount

N/A

Is this Replacement Business Relief?

N/A

Fees & chargesEdit

One-off adviser charge:

N/A

Ongoing adviser charge:

N/A

Duration of ongoing adviser charge:

N/A

WithdrawalsEdit

Include an annual withdrawal amount:

N/A

Annual withdrawal amount:

N/A

Duration of annual withdrawal

N/A

Thank you for submitting your illustration request. Your illustration should be in your inbox in the next ten minutes. If you do not receive your illustration in this time, please check your junk folder before notifying us at marketingteam@theingeniousgroup.co.uk.

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