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Morgan Stanley – FTSE Best Entry Growth Plan

Morgan Stanley – FTSE Best Entry Growth Plan

Type: Capital -protected bond

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: £3,000-no maximum, Isa £7,200, £10,200 for the over 50’s

Term: Six years

Return: Two times the growth in the index,starting from lowest monthly index value in the first three months of the term and capped at 96% of the original investment

Guarantee: Original capital returned in full provided the index does not fall by 50% or more by the final day of the term

Closing date: January 18, 2010, January 7, 2010 for Isa transfers

Commission: Initial 3%

Tel: 020 7425 9000


Firms set up equity-release body

Equity-release specialists Mortgage Portfolio, Bower Retirement Services, Kelly Financial Services and Charles Cameron & Associates have formed a new trade body called The Society of Equity Release Advisers.


Fosberry calls for professionalism to bring in graduates

The newly elected president of the Personal Finance Society, Mike Fosberry says the industry needs to encourage graduates to see financial advice as a career. In an interview with Money Marketing, he says professionalism must be embraced at adviser and firm level. Fosberry says his aim over the next 12 months is to build the […]

Key themes for 2017

Capital Market Notes, December 2016 Dave Lafferty, chief market strategist at Natixis Global Asset Management, assesses the accuracy of his 2016 outlook and provides his thoughts and outlook for 2017. Click here to read the full article


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