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Cater Allen Private Bank – Annual Locked-In Return Plan 4

Cater Allen Private Bank – Annual Locked-In Return Plan 4

Type: Capital protected bond

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: £5,340-£1m

Term: Six years

Return: 6% growth locked in each year provided index is at or above its initial value giving maximum growth of 36%

Guarantee: Original capital returned in full at the end of the term regardless of the performance of the index

Closing date: December 30, 2011

Commission: Initial 3%

Tel: 0500 009462


MPC members divided over inflation risk

All nine members of the Bank of England’s monetary policy committee voted to keep the bank rate on hold at 0.5 per cent in November, according to the latest MPC minutes. They also voted in favour of keeping the level of quantitative easing asset purchases at £275bn, following October’s £75bn increase. However, the members were […]

Dufton quits UK Wealth Management for Cardale

UK Wealth Management discretionary manager Jeremy Dufton is leaving to join Cardale Asset Management as associate director. Dufton, who is chief investment officer of UKWM subsidiary UK Portfolio Management, has worked at the company for 10 years. His leaving date has not yet been agreed. UKWM was previously Yorkshire Investment Group until its rebranding in […]

Paradigm set to make Honister bid

Paradigm Partners founder Paul Hogarth is preparing to launch a bid for Honister Capital, Money Marketing understands. It could see Paradigm take control of Honister Partners, Burns Anderson and Sage Financial Services, which have a total of 1,600 advisers between them, and direct-to-consumer business Willis Owen. Paradigm has around 370 advisers. Honister and Paradigm refuse […]


Boiler room fraudsters posed as FSA-regulated advisers

Three men have been sentenced to a combined nine years’ imprisonment after pleading guilty to running a £1.3m boiler room fraud. The operation was based in Spain and targeted investors in the UK between 2009 and 2010. The Serious Fraud Office says the defendants used high-pressure telesales techniques to promote worthless share bonds in non-trading […]


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