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Morley Fund Management – European Focus Fund

Friday, 19 October 2001.

Type: Oeic.

Aim: Growth by investing in 30 to 40 European stocks.

Minimum investment: Lump sum £5,000.

Investment split: 100 per cent in 30 to 40 European stocks.

Isa link: No.

Pep transfers: No.

Charges: Initial 5 per cent, annual 1.5 per cent.

Commission: Initial 3 per cent, renewal 0.5 per cent.

Tel: 0800 5874563.



Report criticises quality of wealth management

Many wealth management companies are failing to target the right customers, understand their needs or offer them the proper services, claims a report by IBM.The report, co-authored by Professor Merlin Stone and IBM, suggests that many wealth management firms are simply “window dressing” basic financial products.It claims firms are too often content to see wealth […]

RBSI launches stepped growth plan

The Royal Bank of Scotland International is launching a stepped growth bond designed to offer security to investors during the current volatile period in the markets. The bond is the latest in a series of fixed term deposit accounts RBSI aimed at expatriates and foreign nationals in the UK and worldwide. Growth is based on […]

Summit sets long-term Aim

IFA group Summit Financial Holdings is joining the Ofex share trading platform to raise £487,500 as a stepping stone to an Aim flotation.It is closing Summit Financial Solutions Limited – Berkeley Independent network&#39s biggest member with 44 RIs – and moving the RIs to a new directly-regulated firm, Summit Financial Solutions.It has set up the […]

Norwich Union Healthcare – Health Cash Plan

Friday, 19 October 2001.Type: Healthcare cash plan.Minimum premium: Annual £68.40, monthly £6.Minimum-maximum ages: 16-no maximum.Maximum benefit: Subject to negotiation.Deferred period: None.Commission: Initial 25 per cent, renewal 5 per cent.Tel: 0845 3000649.  

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Absence management systems gone AWOL from UK’s SMEs, reports Jelf

A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.


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