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Lazard offers fund of funds transfer Pep


Lazard Asset Management


Aim: To provide capital growth and/or income through investment on a fund of funds basis.

Minimum investment: £10,000.

Investment choice: Lazard income portfolio trust or growth portfolio trust.

Yield: Growth – 0.5 per cent, income – 3.1 per cent also on income portfolio choice of capital withdrawals at 2.5 per cent, 5 per cent or 7.5 per cent.

Charges: Initial – 5.25 per cent, annual – 1.25 per cent.

Special offer: 1 per cent discount on initial charge.

Offer period: Until December 31, 1998.

Commission: Initial – 4 per cent, renewal – 0.5 per cent.

Tel: 0800 374810.


Scottish Widows increase allocation rates

SPECIAL OFFERScottish WidowsRETIREMENT OPTIONSType: Increased allocation for transfers into Scottish Widows Income Drawdown or Phased Retirement plans.Offer: External transfers – 1 per cent added to allocation, internal transfers from other Scottish Widows pension contracts – 1.5 per cent added to allocation.Offer period: Until December 1, 1998.Tel: 0131 655 6000.

Skipton lanches 2 year stockmarket bond

Skipton Building Society2-YEAR GROWTH BONDAim: To achieve capital growth linked to the performance of the FTSE 100 stockmarket index.Minimum-maximum investment: £2,000 – £1m.Term: Until October 30, 2000.Return: 100 per cent of the growth of the FTSE 100 stockmarket index subject to a maximum of 30 per cent growth.Guarantee: 100 per cent of initial investment.Closing date: […]

A&L&#39s Guaranteed bond linked to FTSE Eurotop 100

GUARANTEED EQUITY BONDSAlliance & LeicesterGUARANTEED INVESTMENT BONDAim: To achieve capital growth linked to the performance of the FTSE Eurotop 100 stockmarket index.Minimum-maximum investment: £5,000 – £100,000.Term: Six years.Return: 100 per cent of the growth of the FTSE Eurotop 100 stockmarket index subject to a maximum of 80 per cent of the initial investment.Guarantee: 100 per […]

A&L caps for three and five years

Alliance & LeicesterCAPPED RATE MORTGAGESCapped terms: Until October 1, 2001 or 2002.Capped rates: Three year – loans up to 80 per cent of valuation – 6.35 per cent, loans up to 90 per cent of valuation – 6.5 per cent or loans up to 95 per cent of valuation – 6.6 per cent. Four year […]

Frexit & contagion risk in Europe

Many commentators have suggested the UK’s exit from the European Union will trigger a domino effect, leading to its eventual break-up. Neptune Head of European Equities Rob Burnett discusses the likelihood of this happening. Click here to read more Important informationInvestment risks Neptune funds may have a high historic volatility rating and past performance is […]


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