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IFA becomes youngest Sofa associate

Julia Banwell, 24, of IFA Old Mill Financial Services has become the youngest associate member of the Society of Financial Advisers. Banwell passed six advanced planning certificate exams to become one of only 520 associate members of Sofa.

After achieving ASFA membership Banwell was promoted to technical consultant, from a technical support role, at Old Mill in Somerset where she has worked for four years. Banwell took her first AFPC exam, G10, in 1997 and has passed every one she has sat since.

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West Brom becomes mortgage broker

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Payback for renewals?

With the remuneration profile of the financial services industry moving away from up-front indemnity to longer-term payments of renewal commission, it is wise to look at the basis of the new payment stream. Already, we have seen that life office and unit trust managers do not apply the payment of renewal commission uniformly. Some will […]

Nationwide snubs multi-ties to stick with its own plans

Nationwide chief executive Brian Davis says the building society will never go multi-tied and sell other company&#39s pro-ducts through its branch network because there is no need to do so. In a clear snub to rival providers, Davis says that as Nationwide&#39s products are “trusted and up to standard”, there is no point having multi-ties […]

Collins Stewart – Absolute Return Plus Fund

Tuesday, 13th March 2001.Type: Multi-manager hedge fund.Aim: Growth by investing in hedge funds.Minimum investment: £10,000/$15,000.Place of registration: Guernsey.Investment split: 100 per cent in a range of hedge funds from up to 25 fund managers.Isa link: No.Charges: Initial up to 5 per cent, annual 1.5 per cent.Commission: Subject to negotiation.Tel: 01481 712889. 

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