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Kestrel members get on-line service

The Kestrel Network is providing members with an on-line news and information service.

The service will allow IFA&#39s to access on-line details of their commission balance, fees due and any advanced payments made.

Members are provided with a secure password to gain access to the site which its shares with parent network Financial Options.

Kestrel members can also use the site to download training material, industry reports and marketing literature.

The combined site also offers a consumer section providing the networks customers with general financial information.


Fidelity Investments appoints chief investment officer

Fidelity Investments has appointed Simon Fraser as chief investment officer UK and Europe.Fraser who will be based in London will oversee a team of 78 UK and European portfolio managers and analysts.Previously Fraser was Fidelity&#39s CIO for Asia/Pacific in Tokyo. His replacement in Tokyo is Robert Auld formerly the investment managers CIO for South East […]

NPI launches Portfolio Bond

NPI is launching a Portfolio Bond offering a range of ethical funds plus unit linked and with-profits investment options.The new bond which has no upfront charges, has an annual management charge of between 1 and 1.25 per cent.The investment options include with-profits, balanced protection, socially responsible and self selector portfolios.The minimum investment is £10,000 with […]

United Assurance appoints supplies and services director

United Assurance has appointed Alfonso Pacitti as its supplies and services director.His responsibilities include all aspects of the group&#39s procurement and outsourcing.Pacitti joins the life office from IBM UK where duties have included the design and delivery of outsourcing services for IBM&#39s insurance clients in the UK and the Netherlands.He will report to group insurance […]

Investec Bank launches cash Isa

Investec Bank (UK) has launched two cash Isa accounts which pay IFAs 0.5 per cent commission.The Premier Tessa-Isa is available for investors transferring the balances of their matured Tessa&#39s, while the Premier Cash-Isa is for new savers.Both Isas pay a current variable rate of 6 per cent. Interest can be paid either on a monthly […]

Artemis Global Income: Making sense of global markets

The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]


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