View more on these topics

Societe Generale – SocGen American Growth Unit Trust

Wednesday, 13 June 2001.



Type: Unit trust.

Aim: Growth by investing in quoted US companies.

Minimum investment: Lump sum £1,000, monthly £50.

Investment split: US 88 per cent, Canada 2 per cent, futures 7 per cent, cash 3 per cent.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial 5.25 per cent, annual 1.5 per cent.

Commission: Initial 3 per cent, Isas and Pep transfers renewal 0.5 per cent.

Tel: 0808 1004432.

 

Recommended

Exchange fills gap with contracting-out guides

Exchange FS is offering IFAs a new contracting-out recommendation guide after the withdrawal of templates by life offices. It believes the guide will fill the gap left by providers which have withdrawn their model recommendations and will help IFAs steer clients through the marginal differences between Serps and contracting out. The guide works on a […]

Paymentshield – FreeFirst

Wednesday, 13 June 2001.Type: Cafeteria style protection product covering accident, sicknessand unemployment cover, life cover, critical illness cover andbuildings and contents insurance.ASU MORTGAGE PROTECTION PLANSMaximum benefit: £1,500 or 65 per cent of salary whichever isless.Benefit payment term: 12 months.Deferred period: 30 or 60 days.Premium: 30 day deferred period – £3.95 per £100 of cover, 60 […]

FSA holds N2 roadshow

The FSA is running a series of workshops for IFAs covering the new training and competence requirements that will come in at “N2”. Due to demand, the regulator has doubled the amount of workshops to 12, which will be held around the country in July to October. The workshops will concentrate on the FSA’s approach […]

HSBC – Pep Plus

Monday, 11 June 2001.Type: Dublin based closed ended fund for Pep maturities.Aim: Growth by investing in HSBC UK equity growth 3.Minimum investment: £3,000.Investment split: 100 per cent in HSBC UK equity growth 3.Yield: 75 per cent of growth in FTSE 100.Charges: None.Commission: Initial 3 per cent.Tel: 0800 181890.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com