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Morley announces change to board

Morley Fund Management has announced changes to its board. The appointment of two deputy chief executive officers is intended to free up chief executive officer Keith Jones to pursue plans for global expansion.

The appointees are Gerard Quirke and Malcolm Le May. Dan Stannard from Fidelity becomes managing director of international business and Mike Gould becomes head of compliance.

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Mellon – Mellon Japan Equity Portfolio

Wednesday, January 9, 2002.Type: Ucits.Aim: Growth by investing in Japan.Minimum investment: Euro 5,000 or $5,000.Place of registration: Dublin.Investment split: 100 per cent in Japan.Isa link: No.Charges: A shares initial up to 5 per cent, annual 2 per cent.Commission: Initial 3 per cent, renewal 0.5 per cent.Tel: 0500 660000.

Halifax in good position for regulatory change

Halifax says it is not concerned about the FSA&#39s proposals to make major changes to financial advice, including the removal of polarisation.Halifax spokesman Jason Clarke says: “We&#39re going to need to give this a bit of consideration before making a full response. But given our range of brands and products we will be well placed […]

IFA joins BoS in carryback initiative

Bank of Scotland and IFA Moorgate House have teamed up to help higher-rate taxpayers take advantage of the last chance to use the carry-forward facility in their pension planning.Carry-forward, which allows investors to use up to six years&#39 unused tax relief, disappears on January 31.The Catch-up Personal Pension Plan is for people aged over 50 […]

Be flexible

Since the present Government first came to power, there has been an (understandable) underlying expectation that “something would be done” about inheritance tax. Well, short of increasing the nil rate band in successive Budgets, nothing much has happened.The marketers and advisers on the proliferation of largely (if not exclusively) insurance-based inheritance tax plans are especially […]

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