View more on these topics

NDF Administration – UK Defined Bonus Plan

Capital-protected bond

Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment:
£10,000-no maximum, Isa £7,000

Six years

Original capital returned in full provided index does not fall by more than 50% and returns to at least its initial level

7.5% of original investment at end of year one if index is at or above initial level,
15% at end of year two if index is at or above initial level,
22.5% at end of year three if index is at or above initial level,
30% at end of year four if index is at or above initial level,
37.5% at end of year five if index is at or above initial level,
100% growth in index at end of year six if index is at or above initial level

Closing date:
June 18, 2004, June 4, 2004 for Isa/Pep transfers

Initial 3%

Tel: 01727 734 315


BBB drops out of Inter-Alliance merger as talks fail over price

Merger talks between Inter-Alliance and Berkeley Berry Birch have broken down after BBB pulled the plug on four months of negotiations which failed to agree the structure and price of a deal. BBB group chairman Cliff Lockyer, who would have gone from a controlling to a minority shareholder under the deal, says fluctuations in both […]

Citibank expands advisory service

Citibank has announced the expansion of its UK investment advisory service to include in-house investment advice and a broader range of equity funds. The new service includes access for Citibank&#39s customers to JP Morgan Fleming Asset Management&#39s Isa and Oeic range.

Bupa plans simple route to success

BUPA BUPA DENTAL PLAN Type: Group healthcare cash plan for dental cover Minimum premium: Dependent on group size and age of employees Minimum group size: Three Minimum-maximum ages: 18-no maximum Cover provided: Up to two examinations a year, up to two scale & polish treatments a year, x-rays, fillings & root canal treatment, extractions, crowns, […]

&#39Set Sandler standards&#39

The Financial Ombudsman Service has asked the ABI to publish fit and proper business practices when Sandler comes in to prevent future standards being applied to past business. Principal ombudsman (banking and loans) David Thomas told delegates at the BSA conference that it would be advantageous to have a yardstick for Sandler products similar to […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and thought leadership.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm