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Chartwell Investments – Chartwell Capital Secure Plan

Type: Guaranteed equity bond

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

Minimum-maximum investment: £3,000-no maximum, £7,000 Isa

Term: Six years

Guarantee: Original capital returned in full regardless of performance in index

Return: 20% growth at the end of three years if index grows by 20% or more, 30% growth at the end of four years if index grows by 30% or more, 40% growth at the end of five years if index grows by 40% or more, up to 100% growth at end of term

Closing date: July 14, 2003, Pep transfers July 2, 2003

Commission: None

Tel: 01225 446556


Loans to Newcastle

Newcastle Building Society is to carry out mortgage processing, packaging and underwriting duties for High Street Home Loans. The deal has already resulted in four new recruits for Newcastle, and the company expects this number to rise. General manager Colin Greaves anticipates that the new partnership will process up to £150 million of mortgage balances. […]

Nationwide&#39s hidden agenda?

I read with interest MM&#39s article regarding Nationwide&#39s ability tosell the Sandler suite of products within the 1 per cent price cap.I would have more respect for this announcement if they were to sellall their savings products within the same cap based on theirmortgage rate.Or does the Nationwide have a hidden agenda, hoping to cross-sell […]

Scottish Life – Individual Executive Pension Plan

Wednesday, 7 May 2003 Type: Executive pension plan Minimum premium: Lump sum £2,500, monthly £90, annually £1,080 Minimum-maximum ages: 16-75 Fund links: UK equity, UK ethical, global managed, European, managed, with profits, property, fixed interest, index linked, defensive managed, corporate bond, security 98, security 100, deposit, Japan, Far East, global equity, Pacific, worldwide, UK mid […]

Standard to maintain WP bonuses

Standard Life is to maintain its with-profits bonuses following its first quarterly review. The life office announced it would be reviewing bonuses quarterly earlier this year as it believes bonuses are likely to come down in the long term because of changing economic conditions. Standard Life corporate affairs director Gordon Arthur says it has taken […]


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