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Cater Allen Private Bank – Income Plan 3

Cater Allen Private Bank – Income Plan 3

Type: Capital-protected bond

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

Minimum-maximum investment: £5,100-£1m

Term: Six years

Return: 6% income for each year that the index is at or above its initial value

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

Closing date: February 27, 2011

Commission: Initial up to 3%

Tel: 0500 009462


Aegon adds portability option to offshore bond

Aegon has added a European offshore portability option to its main offshore bond that will allow customers moving from the UK to Spain, France or Italy to have greater tax flexibility. The option sits with Aegon’s wealth management portfolio and will allow investors to benefit from tax deferral. The bond is also tax compliant in […]

Trio leave in reshuffle at M&G

M&G Investments multi-asset manager George Tsinosis has left the firm after a reshuffle. The £313m pan-European fund manager Giles Worthington and Tim Short, who runs the £41m European special situations and £169m European funds, are also leaving.Tsinosis took over the firm’s £740m managed fund and £338m cautious multi-asset fund in July 2010 after head of […]


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