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Initial charge discount from Credit Suisse

Credit Suisse has announced a full initial charge discount on investments into its new multi asset distribution fund, launched on Monday this week.

Credit Suisse says the discount will give advisers the flexibility to take full commission or offer a combination of discount and commission.

The offer will be available through all major platforms including Cofunds, Skandia and Fidelity FundsNetwork.

Credit Suisse co-head of the multi-manager team Graham Duce says: “In the current market environment, now is a good time for investors to be considering a fund that provides strong diversification across asset classes. What’s important is that every component within the portfolio will have to pay a dividend, so it’s very much a yield driven offering. That said, we’re also very risk aware in how we construct the portfolio.”

Credit Suisse co-head of the multi-manager team Aidan Kearney says: “Our offer also allows intermediaries to take control of charges and pass on the benefits to their clients for all investments to the end of the year. We’re pleased to be able to offer this promotion as it shows our continued commitment to intermediaries and investors across the UK.”


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Retirement revolution for Tebbutt

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Flexible reversionary trusts and estate planning

The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]


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