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Policy Selection – Assured Fund

Policy Selection

Assured Fund

Type: Oeic

Aim: Growth by investing in a portfolio of US traded life policies

Minimum investment: B shares lump sum £10,000, C shares £35,000

Investment split: 100% in US traded life policies

Place of registration: Cayman Islands

Charges: Initial up to 6% depending on share class, annual 0.75-2.25% depending on share class

Commission: Initial up to 4%

Tel: 0870 351 2920


Godiva launches equity release products with no ERCs

Godiva Mortgages has officially launched its lifetime mortgage products which sees a range of ERC free products available in the mortgage market for the first time.The new products will be available initially through a panel of specialist intermediary partners.Two product types will be available, lump sum and drawdown. Both will have an ERC free option.Managing […]

Free services are just the job

Why would an IFA firm usea recruitment agency to find good staff and sales people when we have the free services provided by the nationwide network of job centres at our disposal? I recently needed to recruit an administration assistant and our ad in the local job centre quickly generatedhalf a dozen applicants.I employed the […]

Rowanmoor warning over Irish pension transfer deals

Rowanmoor Pensions is warning advisers they could face regulatory action if they recommend the transfer of pension schemes to Ireland as a way of avoiding tax.The small self-adminis-tered scheme provider’s warning follows news that pension scheme trustees are being contacted by firms offering them the chance to avoid tax if they transfer their scheme to […]

Mortgage adviser admits £250k fraud

A self-employed financial adv-iser has changed his plea to guilty over a series of mortgage frauds.Mohammed Khan, 46, from Knighton, Leicester, appeared before Leicester Crown Court on multiple deception and dishonesty charges. The prosecution had estimated the amount involved was over £250,000.Evidence was given that Khan had repeatedly misrepresented his financial and personal status to […]


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