Thursday, January 3, 2002.
Wednesday, 2 January 2002. Type: Capital guaranteed bond. Aim: Growth by tracking the FTSE 100 index. Minimum investment: Lump sum £5,000. Place of registration: Isle of Man. Investment split: 100 per cent FTSE 100 index. Guarantee: Capital returned in full at end of two year term regardless of movement in index. Isa link: No. Charges: […]
Friday January 4, 2002 Fixed term: April 1, 2003. Fixed rate: 7.24 per cent. Minimum loan: £25,001. Maximum loan: Loans of up to 60 per cent of valuation subject to a maximum of £400,000, 61 – 75 per cent subject to a maximum of £250,000. Income multiples: 3.75 times principal income plus second or 3.25 […]
Friday, January 4, 2002.Type: Sicav.Aim: Income by investing in bearer bonds issued in Europe.Minimum investment: $2,500.Place of registration: Luxemburg.Investment split: 100 per cent in bearer bonds issued in Europe.Isa link: No.Charges: Initial A shares 5 per cent, annual 0.625 per cent.Commission: Initial 3 per cent.Tel: 0800 881144.
Thursday, January 3, 2002.Type: Discounted rate flexible mortgage.Discounted term: Term of loan.Discount: 1.34 per cent.Payable rate: 4.65 per cent.Minimum loan: £15,000.Maximum loan: Up to 95 per cent of valuation subject to nomaximum.Income multiples: Three times principal income plus second or 2.5times joint.Features: Underpayments, overpayments, payment holidays.Arrangement fee: None.Redemption fee: None.Conditions: Valuation fee refunded on completion.Introducer's […]
Following George Osborne’s delivery of his sixth Budget as chancellor and the last of this current parliament, we have provided a brief overview of the initiatives put forward in his statement, focusing on the topics that have an impact upon the pensions landscape, savings, personal taxation and businesses.
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Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]