Rathbone Unit Trust Management is offering a 2 per cent discount on its entire range of unit trust Isas until the end of the tax year. The discount will reduce the initial charge to 3.5 per cent from 5.5 per cent. All funds have a minimum investment of £1,000, an annual management charge of between 1 and 1.5 per cent and pay commission of 3 per cent initial but no trail.
Morley Fund Management has appointed David Tremblay as its global chief operating officer and Shirley Smith as its head of customer management. Tremblay joins on January 7 from Citibank, where he has worked for 14 years. Most recently, he was general manager of Citibank's Swiss operations. In his new role, he will report to chief executive officer Keith Jones and will have global responsibility for Morley's operations, IT and change management functions. Smith joins from Zurich IFA Group, where she was head of networks, and boasts more than 12 years' experience in the financial services industry. In her new role, she will work alongside head of UK retail Alan Gadd and will be responsible for developing the Morley retail brand.
Fidelity Investments is to run a series of Isa workshops for IFAs next month, calling at 26 venues around the country. The events will kick off with presentations in Exeter, Kendal, Aberdeen, Edinburgh and Glasgow on January 28, ending in London on February 4. The other venues include Newcastle, Norwich, Leeds, Manchester and Belfast. The one-hour workshops will offer guidance for IFAs on how to maximise sales during the coming Isa season.
Axa Investments has joined IFA fund supermarket Cofunds, bringing a further 20 funds to the platform including its two Oeics and multi-manager unit trust range. The new offerings take Cofunds' total of funds to 437 from 35 managers.