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Isis Asset Management – Isis Multi-Manager Cautious Fund

Oeic fund of funds

Income and growth by investing in Oeics, unit trusts, investment
trusts and property funds

Minimum investment:
Lump sum £1,000,
monthly £50

Investment split:
50% equity funds,
50% fixed interest funds and cash

Isa link:

Pep transfers:

Initial 5%,
annual 1.25%

Initial 3%,
renewal 0.5%

Special offer:
Initial commission increased up to 4.5%

Offer period:
Until April 30, 2003

Tel: 0845 799 2299


IFAs in steady switch to electronic business

IFAs will transact at least £2.8bn worth of business a year electronically within five years, according to research from The Exchange. It questioned 350 firms on their attitudes to technology and the results show that 46 per cent believe more than half their business will be transacted electronically in five years and 42 per cent […]

Lighthouse issue share options to advisers

Lighthouse is to offer shares to a vast majority of its advisers. The IFA is to make cash payments totalling £150,000 and issue options of over 1.2 million shares at an exercise price of 1p each. This amounts to around 3.4 per cent of the issued ordinary share capital of Lighthouse Group. The options have […]

Outside edge

You are an IFA. You have done nothing wrong. As you sit having a coffee and reading that morning&#39s post, into your office walk a man and a woman. They say they are from the FSA, that they are here to demand files and that if you don&#39t agree to their request they will withdraw […]

&#39Boomerang&#39 relatives pose financial threat – Birmingham Midshires

The trend of children and elderly relatives moving back into the family home is putting severe financial strain on working adults according to lender Birmingham Midshire&#39s latest research. While 63 per cent of the adults questioned said they could cover additional day to day costs for these &#39boomerang&#39 relatives such as food expenses, only 54 […]


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