The minimum investment amount allowed in the Yorkshire Building Society Savings Bond is £1,000 (maximum £500,000).
The minimum investment amount allowed in a Legal & General Investment Bond is £5,000.
Therefore, the overall combined minimum investment is £6,000. As at least 50% of your total investment in the Investment Planning Bond must be in the L&G Investment Bond, if you invest more than £5,000 in the Yorkshire Building Society Savings Bond, you must invest at least the same amount in a Legal & General Investment Bond.
After the initial deposit, no further deposits will be allowed in the Yorkshire Building Society Savings Bond.
One withdrawal allowed during the term from the Yorkshire Building Society Savings Bond, including closure, without notice or charge. Once a withdrawal has been made, no further withdrawals or closure will be permitted prior to maturity.
Different rules apply to further investments and withdrawals from the Legal & General investment bond. Please see the key features (available on request from a Legal & General adviser) for further details.
The rates applying to the YBS Savings Bond are fixed until 31/07/2009. View current interest rates.
The Investment Planning Bond (issue 25a) matures on 31 July 2009. We will write to you approximately 3 weeks before maturity to tell you about other savings options. From 1 August 2009 your savings will be transferred to a standard Yorkshire Building Society instant access account paying the interest rate applicable at that time.
If you are eligible, interest can be paid gross on registration of an R85 HM Revenue & Customs form.
Yorkshire Building Society, which is authorised and regulated by the Financial Services Authority, chooses to introduce its customers to Legal & General for the purposes of advising on and arranging life assurance and investment products bearing Legal & General's name.
Yorkshire Building Society is one of the largest building societies in the UK. We offer a range of financial products and services including: savings & investment accounts, insurance products, credit cards, loans, mortgages and more.
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Yorkshire Building Society is authorised and regulated by the Financial Services Authority (FSA).
