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Royal & Sun Alliance targets high net worth investors

Royal & Sun Alliance International Financial Services is launching a single premium investment plan aimed at high net worth investors.

The Elite Investment Account has a minimum investment of £100,000 and no establishment charge or account fee. It has an ongoing administration charge of 1.2 per cent.

General manager Simon Pack says: &#34We have developed this product with its extremely competitive charging structure to meet the needs of the high net worth investor. We are also catering for those investors who may be concerned about the volatility of the world&#39s stock markets.&#34


Scot Prov International sees new business rise 11 per cent

Isle of Man-based Scottish Provident International had a record year in 1998 with a rise in new business of 11 per cent. Funds under management grew to £882m up over £156m.Scot Prov International managing director Stuart Fairclough says: &#34Our figures for 1998 show another successful year for us. During 1998 we introduced two new products, […]

Leeds & Holbeck post 36 per cent record new business

Leeds & Holbeck&#39s mortgage lending increased by a record 36 per cent to £538m in 1998.Its savings balance rose £278m to £2.46bn and its total assets increased by 9.8 per cent to £3.12bn.Pre-tax profit increased by 26 per cent to £24.1m.


Autif releases ISA training guide for IFAs

Autif is planning to release its Isa training package to IFAs next week. The disc-based package was originally developed for Autif customer service and administration staff. Director of training and education Victoria Nye says Autif is in negotiation with the LIA to organise distribution of the product.

Baker Tilly buys Caswell & Co

Baker Tilly Financial Services has acquired Oxted based IFA Caswell & Co. The acquisition will be merged into the existing BTFS team strengthening the company&#39s 10 offices.


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