View more on these topics

Alliance & Leicester – Alliance & Leicester

Monday, 16 July 2001.

Type: Guaranteed equity bond.

Aim: Growth linked to the FTSE 100.

Minimum-maximum investment: £1,000-£1m.

Term: Five years.

Guarantee: Capital returned in full at end of term regardless of movement in FTSE 100.

Return: Up to 60 per cent of growth in FTSE 100.

Closing date: September 1, 2001.

Commission: None.

Tel: 0800 412214.

Recommended

IFA plans cyber network to combat depolarisation

Roberts Clark Independent Financial Solutions has designed a website touse as a base to build a new style of independent network offeringlead-generation and support services to members. Its needanadviser.com website combines 15 zones includingstakeholdercafe.com, divorceadviser.com, pensionsadviser.com,willsadviser.com and savingsadviser.com. Roberts Clark says it wants to work with other IFAs to establish a networkto defend themselves against […]

Premier zeros in

Premier Asset ManagementPremier Zero Preference FundType: Oeic.Aim: Growth by investing in zero-dividend preference shares of split-capital investment trusts and other closed ended funds.Minimum investment: Lump sum £1,000, monthly £50.Investment split: 100 per cent in zero-dividend preference shares.Yield: 8 per cent.Isa link: Yes.Pep transfers: Yes.Charges: Initial 5 per cent, annual 1.25 per cent.Commission: Initial 3 per […]

Value added tax

If there is one message that comes through time and time again in thissection of Money Marketing it is that tax planning can substantiallyimprove the net return on investments and substantially improve the bottomline for investors. Tax planning and sound financial advice areinextricably linked. Arguably, giving financial advice, rather than merely facilitating thepurchase of a […]

Premier Asset Management – C-lect Cautious Portfolio

Thursday, 12 July 2001.Type: Oeic.Aim: Growth by investing in zero-dividend preference shares.Minimum investment: £1,000.Investment split: 100 per cent in zero-dividend preference shares.Isa link: Yes.Pep transfers: Yes.Charges: Initial 5 per cent, annual 1.25 per cent.Commission: Initial 3 per cent, renewal 0.5 per cent.Tel: 01483 306090.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment