Funds

With-profits

CFPPFM


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.

We have three separate CFPPFMs covering: new generation, unitised and old style with-profits business.

All investors who have access to our with-profits funds will receive a copy of the CFPPFM relevant to them with their key features document. If we ever make a change to the document, we'll issue the new version with annual statements.

If you'd like more information on new generation with-profits funds, click to view this document.

If you'd like more information on new generation or unitised with-profits funds, click to view this document.

If you'd like more information on our old-style with-profits funds, click to view this document

Pensions

Personal investment