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First State sees in Chinese New Year with fund deal

First State Investments is kicking off the Chinese New Year by offering a 0.5 per cent discount on entry fees into its Greater China growth fund. The initial cha-rge on the fund, which laun-ched in December, will be 3.5 per cent until April 5.

Framlington is cutting by 1 per cent off the 5 per cent charge for lump-sum Isa investments into its flagship equity income fund managed by George Luckraft. The discount, which runs to April 30, applies to investments of £1,000 or more, including Pep and Isa transfers.

SG Asset Management is offering a 2 per cent discount on lump-sum Isa inv-estments into its UK growth and UK special opportunities funds. Initial charge will be 3.25 per cent until April 5.

Legal & General will refund its annual management fee during 2004 to new investors putting at least £3,000 into its index tracker or high-income Isa before April 30, provided that the investment is held until December 31. Existing L&G customers topping up their index tracking or high-inc-ome Isa by £500 or more are also eligible. Refunds will be paid in early 2005.

M&G is extending the 2 per cent discount on its recovery and dividend funds until April 6. The initial charge will be 3 per cent for lumpsum investment into the funds&#39 A-share classes.


Sarasin launch structured investment product

Sarasin Investment Management have launched a new structured investment product for investors seeking exposure to the growth prospects of world stock markets, the availability of periodic income and the protection of what it calls a &#39cast iron&#39 repayment guarantee in five years time. The Sarasin Guaranteed Portfolio is a five-year fund-linked ivestment note that offers […]

Unicorn launches new VCT share issue

Unicorn AIM Venture Capital Trust has launched a new series of shares. The company has issued up to £20m of new shares which will qualify for tax relief. The original Unicorn AIM VCT Fund raised £35m in the 2001/2 tax year. Since its launch date in October 2001 to end December 2003 it has provided […]

NU poised to enter home-reversion market

Norwich Union is considering launching a homereversion plan as it believes the product has benefits which a mortgage-based equity-release scheme cannot match. Head of marketing Paul Stokes says the fundamental benefit of a home-reversion plan is that the borrower is able to leave a fixed legacy to their inheritants as they will always own a […]

FSA release PI guide

The regulator has published a guide to getting professional indemnity insurance in a bid to give IFAs a greater insight into the PI market. The guide includes information on how IFAs can improve their systems and present their risk more effectively to insurers. The guide runs through some of the factors that PI providers take […]

The savvy consumer

In last year’s FCA thematic review of the mortgage market, one of the key things highlighted was the “savvy consumer”. That’s the client who comes in the door with a very clear idea of what they need and expect you to get them it. They don’t think they need advice, they have after all consulted […]


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