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Morgan Stanley IQ – Simple Growth Deposit Plan 2

Morgan Stanley IQ – Simple Growth Deposit Plan 2

Type: Capital-protected bond

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

Minimum-maximum investment: £3,000-no maximum, Isa £5,340

Term: Six years

Return: 120% of the growth in the index at the end of the term

Protection: Original capital returned in full at the end of the term regardless of the performance of the index

Closing date: May 5, 2011, April 28, 2011 for Isa transfers

Commission: Initial 3%

Tel: 020 7425 9000


LV= reports £18.3m pre-tax loss

LV= has posted an IFRS pre-tax loss of £18.3m for 2010, reducing the £91.4m loss it made in 2009. The company says the loss has been driven by a decision to reserve an additional £165m for future bonus payments. Annuities business is up 76 per cent over the year on an APE basis from £25m […]

Openwork to partner Zurich platform

Zurich UK Life has announced Openwork as the first distribution partner of its retail savings platform. The platform will be available through Openwork’s single-tie, multi-tie and IFA businesses towards the end of the year. As part of the deal, Zurich UK Life will continue to be the exclusive platform supplier to the Openwork single-tie offering […]

FSA clamps down on auditors

The FSA has referred several auditors to auditing bodies after uncovering serious failings in client asset reports. The regulator published a consultation paper on improving client asset reports last September following a review in 2009 which found that auditors were providing unchanged or “clean” reports despite significant breaches of client asset rules. Last week, the […]

Finance Bill: Govt confirms annual £3,000 junior ISA limit

The Government has confirmed it will set the overall annual contribution limit for junior ISAs at £3,000. The Government published the latest version of the Finance Bill today. The Treasury says that six million children will be eligible for the junior ISAs, which will replace child trust funds, when they launch on November 1. It […]

Allianz Technology Trust – April 2017

Welcome to the latest update for Allianz Technology Trust PLC from the Trust’s portfolio manager, Walter Price. Portfolio review The Trust’s NAV returned 4.3% , outperforming the Dow Jones World Technology Index return of 2.8%. In US dollar terms, the portfolio gained 4.8%. During the month, stock selection contributed to relative performance, and industry allocation […]


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