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Scottish accountant referral service set up

A new service is being launched in Scotland to encourage chartered accountants no longer regulated by the FSA after N2 to refer work to IFAs. The IFA vehicle service idea comes from a London-based member of the Institute of Chartered Accountants in Scotland, Bruce Candlish, of accountancy firm McKenzie Candlish. The service&#39s first provider contract has been signed with DPB Financial Services in Dundee whose IFAs will get referrals from accountants with commission split between firms.


Gerrard £30k portfolio deal

Gerrard is offering a portfolio management service for clients with more than £30,000 to invest.The news comes as Old Mutual announces that Gerrard Investment Funds is to be merged with Old Mutual Asset Management, with the Gerrard brand remaining only for its portfolio services, where it aims to be a market leader.The millennium global portfolio […]

End of the Rainbow

The closer you fly to the sun, the more chance you have of being burnt. No one knows this more than Ivan Massow, whose business has gone bust amid bitter acrimony and conflicting accounts.On October 5, Massow Rainbow Group went into receivership. Accompanied by recriminations and Byzantine complexity, Mas-sow let it be known that he […]

Friends CD shows net admin deal

Friends Provident is giving IFAs a CD which demonstrates its online admin system for its stakeholder pensions.The CD uses voiceovers and graphics from Friends&#39 online systems to show IFAs and employers how various aspects of scheme admin can be undertaken on a cost-effective and efficient basis.The admin services inc-lude inputting members&#39 det-ails, making contributions, adding […]

Merrill Lynch adds to defined return range

Merrill Lynch Investment Managers has brought out the second version of its defined returns fund.Merrill Lynch defined returns two is a closed-ended split-capital offshore investment that is domiciled in Dublin. It is available for UK investors and offers income or growth for the more cautious client. The fund is designed for those who want to […]


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