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Perpetual – Group Personal Pension Plan

Friday, 13th October 2000.

Type: Group personal pension plan with choice of unit-linked funds.

Minimum group size: Four.

Minimum premium: £20 a month per member, £1,000 lump sum, £500 additional.

Minimum-maximum ages: 16-75.

Fund links: UK equity, overseas equity, global equity, fixed interest, cash.

Charges: Initial 0-5 per cent, annual &#45 overseas equity 1-1.5 per cent, UK equity, global equity 0.75-1.25 per cent, fixed interest 0.5-1 per cent, cash 0-0.5 per cent.

Allocation rates: 100 per cent.

Minimum term: None.Options: Lifestyle Profile offering free monthly switching between funds, waiver of premium.

Commission: Initial 0-5 per cent, renewal 0-0.5 per cent.

Tel: 01491 416416.


Cazenove Fund Management – European Smaller Companies Fund

Monday, 16th October 2000.Type: Open-ended investment company.Aim: Growth by investing in smaller European companies excluding the UK.Minimum investment: £5,000 lump sum.Investment split: Any proportion of technology, media, service companies, financial, utilities, industry, materials.Isa link: No.Pep transfers: No.Charges: Initial 5 per cent, annual 1.25 per cent.Commission: Initial 3 per cent.Tel: 020 7606 0708.

Sun Bank – Special Status Three Year Fixed Rate

Monday, 16th October 2000.Type: Fixed rate mortgage for the self-employed.Fixed term: Until November 1, 2003.Fixed rate: 7.74 per cent.Minimum loan: £25,001.Maximum loan: Up to 80 per cent of valuation subject to a maximum of £125,000, up to 75 per cent of valuation subject to a maximum of £225,000, up to 70 per cent of valuation […]

Portman pull TESSA penalty

Portman Building Society is withdrawing the transfer penalties on all its variable interest rate TESSA products. The move follows recent concern from the Banking Code Standards Board on transfer penalties. As a result Portman is withdrawing the 180 days loss of interest penalty for customers closing or transferring their variable rate TESSA. Portman Group Communications […]

Henderson Investors – Asia Pacific Absolute Return Fund

Thursday, 12th October 2000.Type: Oeic.Aim: Growth by investing in the Asia/Pacific region.Minimum investment: $100,000.Place of registration: Cayman Islands.Investment split: Any proportion of companies in the Asia Pacific ex Japan region.Yield: Nil.Charges: Initial nil, annual 1.25 per cent.Commission: Nil.Tel: 0800 881144.


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