View more on these topics

Matrix Asset Management – Matrix VCT Linked Offer

Matrix Asset Management – Matrix VCT Linked Offer

Type: Venture capital trusts

Aim: Income and growth by investing in a equally weighted portfolio comprising the Matrix income & growth VCT, Matrix income & growth 4 VCT and the income & Growth VCT

Minimum investment: Lump sum £5,000

Closing date: April 5, 2010 for 2010/11 tax year, April 30, 2010 for 2011/12 tax year

Charges: Initial 5.5%, annual 2% for Matrix income & growth VCT, annual 2% for Matrix income & growth 4 VCT, annual 2.4% for the income & growth VCT

Special offer: Extra shares of 1.5% of the investment

Offer period: Until January 17, 2011

Commission: Initial 2.25%, renewal 0.375% or one-off payment of 0.5%

Tel: 020 3206 7276

Recommended

Wrap providers face £60m cost of compliance fees

The industry will be hit with £127m of one-off compliance costs as a result of the FSA’s latest platform proposals. The regulator says platform operators can expect to be charged £60.2m in one-off costs to meet the new proposals and other intermediate unitholders will have to pay the same amount. Fund managers will be hit […]

1

MPs set to debate impact of the RDR

The House of Commons’ debate about the impact of the retail distribution review on financial advisers will be held on November 30. Conservative MPs Harriett Baldwin and Mark Garnier have been strong advocates of the debate and pushed for it in Parliament. Baldwin and Garnier are both urging IFAs to lobby their local MP to […]

1

‘We want to replace views with facts’

Structured product provider Incapital Europe dismissed adviser “misconceptions” about the sector during an industry debate in London last week. The debate was hosted by Incapital Europe managing director Chris Taylor at London’s Athenaeum Hotel and included Which? principal policy adviser for financial services Dominic Lindley, Institute of Financial Planning chief executive Nick Cann and IFAs. […]

‘UK’s advantages will avert offshore exodus’

Conservative MP Mark Garnier insists the UK’s changing regulatory and tax environment will not result in an exodus of firms from the financial sector. At Lansons Communications financial services forum last week, Treasury select committee member Garnier said the UK’s language, legal system and location boost London’s attractiveness and will help prevent firms moving offshore. […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com