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Self Trade expands with supermarket

Online share dealer Self Trade is the latest player to wade into the fund

supermarket war with the launch of a new service for consumers.

The service will enable users to buy Isas and unit trusts from a range of

providers via a single point of contact. There are 270 funds available,

with 80 of these discounted by 75 per cent or more.

Self Trade says the service is aggregated so users can view and manage all

their accounts and investments held within the service using one password.

It says the purchasing of funds via the service is paperless and users can

access impartial information on funds&#39 major holdings and compare risk

against past performance.

Director Peter Boucher says: “Fund supermarkets have come to the UK from

America where they proved extremely popular. With the addition of fund Isas

and the fund supermarket, our customers have told us they want these

products with access to a single account and online assistance when

deciding what and how to buy.”


Value added tax

If there is one message that comes through time and time again in thissection of Money Marketing it is that tax planning can substantiallyimprove the net return on investments and substantially improve the bottomline for investors. Tax planning and sound financial advice areinextricably linked. Arguably, giving financial advice, rather than merely facilitating thepurchase of a […]

Be constructive

The current media craze seems to be to bash with-profits at every possibleopportunity. Never mind that (the better) with-profits funds have served investors verywell for centuries or that they have been the cornerstone of life officemutuality. The Treasury and Consumers&#39 Association have decided they do notlike them so, rather than press for reform, with-profits funds […]

Advice for retiring types

This week, I want to look closer at an area of pensions which is certainto continue to attract an increasing amount of attention and provideendless interest and fees or commission for pension advisers not afraid ofa little additional technical detail, regulatory attention and,consequently, danger. Retirement income planning, until seven or eight years ago, consisted oflittle […]

Scottish Mutual – Income and Growth Plan

Monday, 16 July 2001.Type: Stocks and shares mini or maxi Isa.Aim: Income and growth by investing in Census investments 24, a Dublin-based investment company.Minimum investment: £7,000.Maximum investment: Direct investment £500,000, Isa £7,000.Catmarked: No.Investment choice: Census investments 24.Yield: Either 10 per cent a year, 2.4 per cent a quarter, or 31 per cent after three years […]

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