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Octopus Asset Management – Phoenix UK VCT

Tuesday, 12 November 2002

Aim: Income by investing in Aim companies

Minimum investment: Lump sum £3,000

Opening/closing date: November 18, 2002/April 4, 2003 for 2002/2003 tax year, July 31, 2003 for 2003/2004 tax year

Charges: Initial 5%, annual 2%

Special offer: 2% discount on initial charge

Offer period: Until December 31, 2002

Commission: Initial 2.25%, renewal 0.375%

Tel: 0800 2792501


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Bupa – Heartbeat Heart and Cancer

Friday, 15 November 2002 Type: Individual private medical insurance Minimum-maximum ages: From birth-100 Maximum benefits: No maximum Cover provided: Diagnosis, consultations for and treatment of heart conditions and cancer Excess: £100 – £2,000 Discount: None Options: Annual health check at additional cost Commission: Initial 25%, renewal 5% Tel: 0800 332000


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