Type:
Capital-protected fund
Aim:
Growth linked to the performance of the
Sarasin CI GlobalSar sterling fund
Minimum investment:
Lump sum £7,000
Term:
Five years
Charges:
Initial 5%,
annual 1.5%
Commission:
Initial 3%,
renewal 0.25%
Closing date:
June 15, 2004
Tel: 020 7246 0430
The MPs of the Treasury select committee – specialists in difficult questions – need to turn their famous scrutinising powers upon themselves. Their latest victim is a certain Paul Smee, director general of Aifa. Smee joins numerous insurance company chiefs, split-capital providers and clearing bank chief executives, most notably Barclays Bank chief Matt Barrett, in […]
Mortgage Express has rel-eased its latest buy-to-let confidence report which indicates that demand remains strong and void periods – periods without tenants – continue to be low. The report shows that 45 per cent of respondents believe rental dem-and is increasing and 40 per cent say it will remain the same. Further evidence to suggest […]
Origen chief executive Gareth Marr (pictured above left) and chairman Peter Dornan (right) now lead an IFA formed from the consolidation of the five firms wholly owned by Aegon – Advisory & Brokerage Services, Wentworth Rose, Aurora Financial Group, Momentum Financial Services and Elliott Bayley. The new 200-RI firm has aggressive expansion plans to win […]
The FSA has described the split-capital investment trust debacle as the worst case of misconduct it has seen but is struggling to get the 21 firms involved to sign up to its compensation package. The statement is believed to be a further attempt by the regulator to force the firms to compromise on a compensation […]
A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.
News and expert analysis straight to your inbox
Sign up
There are growing signs that positive lifestyle decisions taken now could lead to positive effects on mental capacity in later life. Vitality’s Deepak Jobanputra examines the emerging evidence.
Being the dedicated adviser to the employees of local businesses will boost your reputation and grow your firm Taken at face value, the roles of financial planner and HR officer may not appear to have much in common. Yet, the two can dovetail perfectly in some situations. The most obvious benefit is when it comes […]
Advisers must be able to trust their discretionary fund manager as decisions that backfire could still be the advisers’ responsibility, experts say. In the latest edition of Money Marketing’s series of live debates, MM Wired, gbi2 consulting director Graham Bentley, Signpost Financial Planning chartered financial planner Nigel McTear, Charles Stanley senior investment manager Will Walker-Arnott […]