View more on these topics

AIG Life – Premier Trustee Investment Bond

Friday, 26 July 2002

Type: Trustee investment bond

Minimum premium: Lump sum £250,000, $375,000, euro 375,000

Minimum-maximum ages: From birth-no maximum

Fund links: 68 funds from AIG Life, 61 external funds from Aberdeen,
ABN AMRO, Deutsche, Exeter, Fidelity, Gartmore, Invesco Perpetual,
M&G, Newton, Threadneedle, and Cazenove

Charges: Annual 0.25-0.5%

Allocation rates: 100%

Minimum term: No minimum

Commission: Subject to negotiation

Tel: 0800 413978

Recommended

Berkeley Morgan buys up Summit

Berkeley Morgan is buying rival IFA Summit Financial Holdings in a deal worth about £533,000, which will increase its RIs to 340 from 290, including mortgage advisers.The two companies have worked closely together since October 2001 when Berkeley made an initial investment of £439,500 in Summit. The latest deal means Berkeley buys a further 74 […]

MLIM appoints manager to property team

Merrill Lynch Investment Managers has announced Marcus Sperber is joining its property team as a fund manager.Sperber, former head of property development at property specialists Ashtenne, has worked in the property market for 15 years and is a qualified chartered surveyor.MLIM property team director Adam Kerr says: “Marcus joins us as the management of our […]

AIG LIfe offers low-cost trustee bond

AIG Life has established the premier trustee bond, which aims to provide pension trustees with low-cost access to a range of internal and external funds.AIG Life already has a trustee investment bond aimed at trustees with small portfolios but this bond is aimed at those with portfolios of at least £250,000. It is available in […]

No buyer shortage as IFAs sell up

More IFAs than ever before are looking into selling their firms after the publication of the Sandler report, according to business consultancy Amas.The firm, which specialises in IFA purchase, sales and mergers, says it has seen a notable increase in the number of IFAs looking to sell.The company believes that in the wake of the […]

Brexit Commentary from Natixis Global Asset Management

By David F Lafferty, CFA, SVP – Chief Market Strategist Thursday’s historic Leave vote in the UK will have both immediate and long-term consequences for the global economy and financial markets. The initial flight-to-quality reaction across asset classes has been exacerbated by the market’s misplaced confidence in a Remain victory leading up to the vote. Stock markets […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment