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Royal National Pension Fund For Nurses – ONEIsa

Friday, 13th October 2000.

Type: Mini insurance Isa for health professionals.

Aim: Growth by investing in unitised with-profits fund.

Minimum investment: £500 lump sum, £25 a month.

Maximum investment: £1,000 lump sum.

Minimum-maximum term: None.

Catmarked: No.

Bonus rates: 7.25 per cent gross a year.

Charges: Annual 2 per cent, monthly subscription £1.

Special offer: Waiver of monthly charge.

Offer period: Until September 30, 2001.

Commission: None.

Tel: 020 7839 6785.


HSBC Asset Management – Global Technology Fund

Monday, 16th October 2000.Type: Sicav.Aim: Growth by investing in global media, technology and telecommunications.Minimum investment: $1,000.Investment split: 80 per cent blue chip companies, 20 per cent mid and small cap stocks and shares.Place of registration: Luxemburg.Yield: Nil.Charges: Initial 5.25 per cent, annual 1.5 per cent.Commission: Initial 3 per cent.Tel: 0800 181 890.


Do you believe the Financial Services Consumer panel&#39s research claiming 50 per cent of mortgage endowments have been missold? “No. The figure seems way overboard. To say 50 per cent of people did not understand the risks at the time they were sold policies seems very over the top.”Alan Marshall, Sole trader, Alan Marshall “No. […]

Berkeley Alexander – Incomesafe

Thursday, 12th October 2000.Type: Income protection.Minimum premium: £10.Minimum-maximum ages: 18 &#45 65.Deferred period: 14 days.Charges: None.Definition of disability: Own occupation.Options: Choice of four classes of occupation, and benefit period of twelve or twenty-four months.Commission: 20 per cent of premium.Tel: 01273 477784.

Pep and Isa portfolios can be tidied up with a multi-fund approach

The golden rule for Peps and Isas is minimise the paperwork and maximise performance. But how do you go about it?Although the first Peps were restricted to very modest investment levels, the total that could have been put in over the whole 12 years they were available added up to a significant amount. In fact, […]


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