Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
5%
Fixed
|
1-Year Horizon Ascend 5% PTP Participation Rate |
Point to Point
Annual
|
120%
Participation
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
35%
Participation
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
3.5%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.75%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 10% | 9% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Name | Inbuilt | Fee |
---|---|---|
United Wealth Choice GLBR - Level | No | 0.75% annually |
United Wealth Choice GLBR - Increasing | No | 0.75% annually |