Offshore With-Profits Terminal Bonus Rates

Terminal Bonus Rates

A Terminal Bonus Rate is the possible final bonus which may be added when you take money out of the Offshore With-Profits Fund or in the event of a claim. 

Terminal bonus rates are normally reviewed twice a year, in February and August, but may be changed at short notice if investment conditions change significantly. If this happens, the tables in this spreadsheet may not be updated immediately. All rates provided are for indicative purposes only. 

If you aren't sure which series of Offshore With-Profits you are invested in and which premiums and subject to which rates, please call us and we can confirm this for you. 

Download the Terminal Bonus Rates spreadsheet.