Call us on
01243 520000

Trading Endowment Policies

Our Traded Endowment Policy Sales List

Our Sales List typically contains over 200 policies from a variety of life offices, with a range of maturity dates, premiums and capital guarantees to suit investor requirement.

To view a copy of our current sales list, click here

If you are an IFA and wish to see a sales list which includes Formula Maturity Value information, please contact us:

Telephone: 01243 520060

Email: investinteps@neville-james.co.uk

To accompany every policy on our Sales List, we produce a Policy Information Schedule. This explains how potential future bonus rates might affect the return received. If you would like to see a Policy Information Schedule for a particular policy, please contact our Sales Desk:

Telephone: 01243 520060

Email: investinteps@neville-james.co.uk

Sales List Explained

We have produced a guide to our Sales List, which covers all the terms used and provides a useful tool to help choose the TEP most suited to investment requirements, to view the guide
click here.

Policy in Focus

To help demonstrate how TEPs can have a guaranteed rate of return, we produce a ‘Policy In Focus’ illustration for each sales list – take a look to see the guaranteed yield on offer. click here

 

9 West Pallant
Chichester
West Sussex
PO19 1TB
Neville James Limited and Neville James Portfolio Management Limited are authorised and regulated by the Financial Services Authority. Neville James Limited is a member of the Association of Policy Market Makers Limited. Registered in England & Wales No 2705948 and No 4222507. Registered Office: 9 West Pallant, Chichester, West Sussex, PO19 1TB.