View more on these topics

Cater Allen Private Bank – Enhanced Growth Plan 10

Cater Allen Private Bank – Enhanced Growth Plan 10

Type: Structured deposit

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

Minimum-maximum investment: £5,640- £1m, Isa £5,640

Term: Six years

Return: 400% of the growth in the index capped at 40% of the original capital

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

Closing date: June 5, 2012, May 29, 2012 for Isa transfers

Commission: Initial up to 3%

Tel: 0800 092 5500


Enter at your own risk

When markets become boring, as ours seems to have done recently, it is tempting to look elsewhere for investment excitement. Not that this is necessarily easy to find. Like me, you are probably disenchanted with the number of unsolicited phone calls extolling the virtues of landbanks, carbon trading or solar panels. No wonder the regulators […]

Woodall spells out risks of ‘shoehorning’ clients into one-size-fits-all portfolios

Companies must act now to mitigate the risks posed by a surge in the use of centralised investment propositions ahead of the retail distribution review, says the regulator. The FSA’s guidance consultation defines replacement business as switching a client out of an existing investment into a new solution. CIPs refer to standardised approaches to advice, […]


Tenet wants cost-benefit review of FSA’s budget

Tenet is calling on the Government to conduct a new cost- benefit review of the FSA’s 2012/13 budget, describing the 16 per cent rise as “uncontrolled regulatory costs”. In March, the FSA confirmed that its budget is increasing by 16 per cent from £500.5m in 2011/12 to £578.4m in 2012/13. This followed a 10 per […]

IHT: What were you doing in 2009?

One of the best sources of new business is your existing clients and, if they are estate planning clients, regular reviews are needed because people’s inheritance tax (IHT) problems tend to only get worse. Now, not a lot of things remain at the same rate as in 2009. If we turn the clock back, it […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment