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Meteor Asset Management – FTSE 5 Quarterly Kick-Out Plan 5

Meteor Asset Management – FTSE 5 Quarterly Kick-Out Plan 5

Type: Capital-protected bond

Aim: Growth linked to the performance of five FTSE 100 companies in different sectors – BHP Billiton, GlaxoSmithKline, HSBC Holdings, Royal Dutch Shell and Tesco

Minimum-maximum investment: £10,000-no maximum, Isa £10,680

Term: Five years and two weeks

Return: Growth of 6% for each quarter that the plan is invested plus capital provided all five shares are at or above 95% of their initial values

Protection: Original capital returned in full at the end of the term provided none of the shares falls by more than 50% by the final day of the term

Closing date: February 29, 2012 for bank transfers, February 24, 2012 for cheques, February 17, 2012 for Isa transfers

Commission: Initial 3%

Tel: 020 7904 1010


Iress poaches Focus client architecture head

Wealth management software firm Iress has poached Focus Solutions head of client architecture consulting Carol Blair as its new product and implementation manager. Blair is joined by Simon Thomas who joins Iress as senior project manager. Thomas was previously 1st Software general manager, Synaptic general manager and most recently Defaqto head of insight. Johann Koch […]

FundsNetwork adds Hawksmoor to DFMs range

Fidelity FundsNetwork has added Hawksmoor Investment Management’s model portfolios to its discretionary fund management service. Advisers using FundsNetwork now have access to Hawksmoor’s service which becomes the third DFM available on the platform alongside Ingenious and Vestra Wealth. Fidelity says it intends to add further DFMs to the platform over the coming year in the […]

Bluefin Wealth Management rebrands

Bluefin Wealth Management has changed its name to Bluefin Personal Consulting. A notice filed with Companies House states the name of the wealth management part of the business was changed as of December 30. The change only affects BWM while the Bluefin Corporate Consulting side of the business will remain unchanged. Money Marketing revealed this […]

Mercia makes EIS debut

Venture capital fund manager Mercia Fund Management has made its enterprise investment scheme debut with a technology-based EIS fund.


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