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Cater Allen Private Bank – Capital Guaranteed Enhanced Growth Plan 3

Cater Allen Private Bank – Capital Guaranteed Enhanced Growth Plan 3

Type: Capital-protected bond

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

Minimum-maximum investment: £10,000- £1m

Term: Six years

Return: 200% of the growth in the index capped at 50% of the original capital

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

Closing date: December 17, 2010

Commission: Initial up to 3%

Tel: 0500 009462



Precise Mortgages moves into residential lending

Precise Mortgages is to start lending to homeowners from November after gaining FSA approval. The firm, with lends exclusively through intermediaries, says it will focus lending on borrowers with a credit impaired history, first-time buyers and the self-employed. Precise Mortgages was launched in May with a buy-to-let range and is backed by US based equity […]


Aifa dismay at fee failure

Aifa has expressed disappointment after the FSA rejected its proposals aimed at ensuring that IFAs paid a fairer share of regulatory fees. The trade body first submitted evidence to the regulator in November 2009 which calcul-ated that IFAs paid a disproportionately high proportion of the FSA’s indirect costs compared with providers. Aifa made two proposals […]


CII’s gap-fill tool does not cover all the bases

The Chartered Insurance Institute’s gap-fill tool does not take into account certain learning outcomes such as risk management covered by CII exams. Bryden Johnson IFA director Richard Bryant took the AF5 financial planning process exam last year. Using the CII’s gap-fill tool, Bryant found he had several gaps on risk management. He says: “I wrote […]

The curious market reaction to Brexit

Written by Mike Riddell29 June 2016 Headlines over the past few days have screamed about record falls in sterling, record low bond yields and massive falls in equity prices. However, if you take a slightly longer view of markets rather than simply the one- or two-day reaction, I think it’s amazing how little markets have […]


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