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Eurolife – The Investment Plus Plan

Thursday, March 14, 2002
Type: Guaranteed equity bond
Aim: Income or growth linked to the performance of the FTSE 100,
S&P 500 and Nikkei 225 indices
Minimum investment: Lump sum £5,000
Place of registration: Guernsey
Investment split: 100% linked to the performance of the FTSE 100,
S&P 500 and Nikkei 225 indices
Guarantee: Capital growth option – capital returned in full as long as
the indices do not fall by more than 35%. Capital secure option –
capital returned in full regardless of the movement in indices
Isa link: Yes
Charges: Implicit
Commission: Initial 3%
Tel: 020 7454 0704


&#39Take long-term view of Isas&#39

An overwhelming number of investors are not taking a long-term perspective towards their Isa investment, according to research from Charcol.Its research shows that 72 per cent of investors are not viewing their Isa as a long-term investment and are losing out on the opportunity for better performance by investing in unsuitable funds.Charcol is urging investors […]

Unum takes name of US parent

Disability insurer Unum has announced it is rebranding in line with its US parent company, Unum Provident, adopting its name as of this week. The provider has also announced a corporate shake-up which sees a new board position of customer solutions director responsible for all distribution and marketing. Cheryl Stewart arrives in the UK from […]

Winterthur Life – The Universal SIPP

Friday, 15 March 2002 Type: Full Sipp Minimum investment: £1 Investment choice: Choice of 41 funds from Winterthur, Baille Gifford, BGI, Deutsche, Gerrard, Schroders, ABN Amro,Credit Suisse, Exeter, Fidelity, Gartmore, Invesco Perpetual, Jupiter, Aberdeen, Newton, Sarasin, Threadneedle, or elite cautious managed, elite balanced managed, elite stockmarket managed Charges: Annual £375-£475 Allocation rates: 100% Commission: Subject […]

NDF launches two structured products

NDF has launched two new structured products offering a degree of capital protection on investors&#39 capital.The NDF Recovery Growth Plan 2 is a five-year product linked to the returns of the FTSE100 index. Investors get 100 per cent of their capital back unless the index falls by more than 50 per cent over the lifetime […]


Case study: administration — implementing a management log

Our client is a leading video game and publishing company best known for its console role-playing game franchises. The client provides a number of benefits, at varying levels and cost that attract a P11d liability. With the absence of a management log to track data for benefit movements, enormous administrative and therefore cost implications were occurring each year just to comply with P11d reporting requirements.


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