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Allied Irish Offshore – Secure Combination Bond

Tuesday, 22 April 2003

Type: Guaranteed equity bond and high interest account


Aim: Growth linked to the performance of the S&P 500, FTSE Eurotop, Nikkei 300 indices

Minimum-maximum investment: £4,000, euros 4,000-none

Term: Six years

Guarantee: Original capital returned in full regardless of performance in the indices

Return: Up to 50% growth at end of term

Closing date: May 7, 2003


Minimum-maximum investment: £1,000, euros 1,000-none

Interest rates: One-year term &#45 8% gross a year, two-year term &#45 11% gross a year

Term: One or two years

Offer period: Until May 7, 2003

Withdrawal penalties: No withdrawals permitted during the term

Commission: Subject to negotiation

Tel: 0845 6000639


Close Property Investment – Property Investment Portfolio

Friday, April 18 2003 Type: Offshore fund of funds Aim: Growth or income by investing in property funds Minimum investment: lump sum £11,000, $15,000, euros 16,000 Place of registration: Isle of Man Investment split: Choice of freehold income trust, capital appreciation trust, active commercial estates plc, healthcare and leisure property fund, Close high income properties […]

Independent view

We have been through a tough time – not only us but also our clients. It is bizarre to be conducting meetings with clients where losses are showing over the last few years and tell them that actually they have done quite well.This may well be the case if the funds chosen for them have […]

Lincoln fined £485k for misselling savings plans

Lincoln Assurance has been fined £485,000 for misselling practices at its former direct salesforce, City Financial Partners, three years ago.Despite having disposed of the now defunct City Financial in October 2000, Lincoln has been penalised for misselling savings plans to consumers between 1998 and 2000.The provider has already set aside £8.8m compensation for 5,000 out […]

Extra rooms can add 11% to house prices

Adding a decent-sized bedroom or bathroom to a property can lift its value by up to 11 per cent, according to Nationwide&#39s What Adds Value? study.Nationwide says salaries and interest rates are the drivers of house prices at a national level but it says many other factors are important in influencing values. It lists additional […]

Tapering of annual allowance – adjusted and threshold income

The definitions of adjusted income and threshold income used to determine whether, and to what extent, someone’s annual allowance will be reduced can be confusing.  Here we try to make sense of it all. The annual allowance will be reduced for high income individuals from 6 April 2016.  Our previous article Tapering of annual allowance […]


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