View more on these topics

Nvesta – Secure Multi Tracker Plan 2

Guaranteed equity bond

Growth linked to the performance of the Dow Jones Eurostoxx 50, S&P 500 and Nikkei 225 indices

Minimum-maximum investment:
Isa 7,000

Six years

105% of the average growth in the indices at the end of the term

Original capital returned in full regardless of performance of indices

Closing date:
December 17, 2004,
December 10, 2004 for Pep/Isa transfers

Initial 3% or
initial 2% plus renewal 0.25%

Tel: 020 7454 0704


Mortgage Express&#39 KFIs may be temporarily unavailable on Nov 1.

Mortgage Express has written to brokers warning them that their KFIs may be temporarily unavailable on November 1 when M-Day kicks in. Mortgage Express hopes this will not be the case but wrote to the brokers as a precaution. Mortgage Express media relations officer Daniela Conte says: “We have had double the pressure as we […]

Product Matters

One thing that continues to surprise meabout small boutique firms which genuinely offer true growth potential is that they get overlooked by the majority of the market. One such firm is Saracen Fund Managers. The firm is based in Glasgow and was set up in March 1999 with the launch of its growth fund. To […]

Selestia agrees tie-up with Quay Software

Selestia has agreed a tie-up with Quay Software enabling the latter&#39s IFA users to import details of their client&#39s fund holdings direct into their back office. This works with Quay&#39s Client Care Desktop back office system and follows on from similar partnerships between Selestia and 1st Software, Fairs and Wealth Management Software.

IFAs shunning mortgage-sourcing systems

Under half of intermediaries are using mortgage-sourcing systems, according to consultancy Huntswood. Speaking at a Huntswood Outsourcing round table meeting, Council of Mortgage Lenders director general Michael Coogan expressed concern that more intermediaries were not using sourcing technology. He said the FSA would pay attention to concentrations of applications after M-Day and could track whether […]


School fees planning

Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment