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Ailo brochure explains bonds

The Association of International Life Offices is launching a brochure to help UK advisers better understand offshore investment bonds and why they might be suitable for their clients.

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Close sets up offshore wrap

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Software firm offers custom Hips for IFAs

Software company Docucorp is introducing a software pro- duct which enables advisers to produce customised home information packs. It is providing a fully compliant template for estate agents, mortgage intermediaries and conveyancers. Docucorp says firms can use its system to design documents, compile data and choose how the Hip looks. Users can make changes to […]

Phoenixes are still a burning issue

A former IFA who set up a claim management firm says the FSA is failing to spot phoenixing after he received a wave of endowment complaints against phoenix firms last year. DTB Investments managing director Derek Baillie says his firm’s experience suggests that phoenixing is much more widespread than thought. He says 90 per cent […]

Mortgage View: The crucial conundrum

There is something of the night about procuration fees. Even when used in reputable commercial businesses, it refers to a buying function rather than a remuneration for selling. Can we please start using the terms “lender fees” or “commission” to give them their true title?

Artemis Monthly Distribution Fund: positioning and outlook

Managers James Foster and Jacob de Tusch-Lec outline the fund’s investment approach and discuss current investment themes and outlook for the bond and equity markets. As James and Jacob confirm, the Artemis Monthly Distribution Fund’s aim is to generate an income from both equities and bonds. They explain their investment approach in each asset class, the sectors where they are […]

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