View more on these topics

Merrill Lynch – Merrill Lynch Defined Returns

Thursday, 17 May 2001.

Type: Split-cap investment trust.

Aim: Income and growth linked to a basket of 30 stocks.

Minimum investment: £7,000.

Maximum investment: No maximum.

Investment split: 100 per cent linked to a basket of 30 stocks.

Types of share: Icome shares, zero-dividend preference shares.

Isa link: Yes.

Pep transfers: Yes.

Redemption date: None.

Charges: None.

Commission: Initial 3 per cent.

Tel: 08457 405405.


Independent view

There is an old Chinese saying: “Let us live in interesting times”. Well,life as an IFA these days is certainly interesting. What with the pension review, the FSAVC review and endowments debate, lifeas an IFA just seems to keep on getting more and more challenging. Many ofthe traditional products that used to be sold can […]

Exclusive deals from loans network

Baxter&#39s Business Consultancy director Nick Baxter is starting a mortgageand packaging network next month. The network, Mortgage Promotions, will provide mortgage brokers withexclusive loans and services from a panel of mainstream and specialistlenders. Intermediaries joining the network will have access to loans from20 product providers, including Intelligent Finance, Nationwide, Woolwich,Coventry and Standard Life Bank. The […]

FSAVC review goes online

The FSA is issuing IFA firms with software which will allow them to recordtheir work on the FSAVC review. It will also let them submit returns overthe internet. Details of how to access the software – called the FSAVC Review Reporter –will be issued to 1,500 IFA firms with cases to review next week and […]

Investment trust Isas up over year

Investment trust Isa purchases rose by 36 per cent over the last tax year, up to £206m for the 2000/2001 tax year from £152m for 1999/2000.But investment trust Isa purchases in the first quarter of 2001 were down 27 per cent at £59 million, from £81m in the first quarter of 2000.AITC communications director Annabel […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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