PruFund series now risk mapped within Defaqto Engage!
Defaqto and Prudential have agreed the risk mappings for the PruFund series which means that financial advisers can now ensure that their clients are investing in risk suitable, Prudential funds via Defaqto Engage.
These PruFunds use a smoothing price mechanism whereby Prudential will forecast an Expected Growth Rate (EGR) each quarter. This effectively smooths the unit price to a single rate of return with virtually zero volatility.
The PruFund range is available via the following products:
- Personal Pension Plan
- Personal Pension Transfer Plan
- SIPP
- Onshore Bond
- Offshore Bond
- Trustee Investment Plan
- ISA
If you would like to find out how to evidence a recommendation to the PruFund series within Defaqto Engage via a FREE 14 day trial of Defaqto Engage along with a copy of the PruFund 'how to evidence' document then please give me a call on 01844 295570 or email me directly to [email protected].