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Matrix Group – Matrix Income & Growth VCT 4 Top-Up

Matrix Group – Matrix Income & Growth VCT 4 Top-Up

 Type: Venture capital trust

 Aim: Income and growth by investing initially in cash and lower-risk money

 market funds, then in established unquoted UK companies with a focus on

 management buy-outs

 Minimum investment: Lump sum £5,000

 Charges: Initial 5.5%, annual 2%, performance fee 20%

 Closing date: March 31, 2010

 Commission: Initial 2.25%, renewal 0.375%

 Tel: 020 3206 7222


Regulator rethinks adviser-charging for platforms

The FSA is to review its approach to platforms following concerns from the asset management industry about the implementation of adviser-charging. At the McKinsey asset management conference last week, FSA director of conduct and risk Dan Waters said the regulator would be re-examining the strength and integrity of platforms due to their importance in the […]

Lowes in plea for structured training

Lowes Financial Management managing director Ian Lowes has called for a more formal assessment of structured products to help raise understanding among IFAs. At a Money Marketing structured products round table last week, Lowes, who is also founder of StructuredProduct, said a partnership between the UK Structured Product Association and an examination body could […]


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