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Abbey – Wrap Offshore Bond

Type: Offshore single premium bond

Income and growth by investing in unit trusts, investment trusts, Oeics, offshore funds and cash deposits from any provider

Minimum investment:

Investment choice:
Client&#39s choice of unit trusts, investment trusts, Oiecs, offshore funds and cash deposits

Place of registration:
Isle of Man

UK Life Assurance or Capital redemption options

0.1%-0.5% a month depending on size of wrap investment

Subject to negotiation

Tel: 0845 606 5500


Networks criticised for multi-tie deals

Support services provider Threesixty has made a stinging attack on networks it says are rushing into restrictive multi-tie deals. Threesixty partner David Brattesani thinks that some networks are staking their future on a windfall from providers to bail them out of current financial difficulties. He believes the FSA&#39s restrictions on golden handshakes to prevent providers […]

BDT reopens Japan fund

BDT Investment Management has reopened the BDT Invest Japanese smaller companies fund, a Dublin-domiciled Oeic that it established in February. The fund was closed on the same day it opened because BDT wanted to construct the target portfolio without having to make adjustments for inflows of new money. It aims for growth by investing in […]

ISIS multi-manager team

ISIS has recruited Anna Stastny as an analyst in its multi-manager team, to join the company in August. Stastny will be reporting to head of funds of funds director Richard Philbin. She joins ISIS from Investment Manager Selection where she has worked as a research analyst since January 2002. ISIS manage four un-fettered multi-manager funds […]

Network VAT threat is lifted

The IFA sector has won a reprieve from HM Customs and Excise over VAT charges on member fees following one small network&#39s decision to fight a ruling made against it. Customs and Excise has backed down on forcing the network to pay VAT on member charges after further examination of the contractual relationship between the […]

InFocus - thumbnail

In Focus — February 2015

Jelf Employee Benefits looks at the issue of paying anaesthetist fees when the patient had no chance to discuss or agree to them prior to care; and provides recommendations for avoiding this scenario.


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