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The Daley Update

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&#39s Swiss operations. In his new role, he will report to chief executive officer Keith Jones and will have global responsibility for Morley&#39s operations, IT and change management functions. Smith joins from Zurich IFA Group, where she was head of networks, and boasts more than 12 years&#39 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&#39 total of funds to 437 from 35 managers.


&#39Frosty&#39 Snowman

Lives: Iceland, Lapland and Kensington.Born: Every December.Age: Won&#39t say.Education and qualifications: BA in meteorology, University of Lapland, Sweden.Career: No Business like Snow Business Refrigeration – account manager; Bob Sleigh Mortgage Advisers – consultant; Polar Capital Advisers – chief executive.Career ambition: To kick Santa and Jesus into touch and become the prime image of Yuletide marketing.Life […]

Aim is to get best deal for public

2001 has been a busy year for financial services. Most not-ably, the FSA became the single regulator of financial services at the end of November.But another important development was DeAnne Julius&#39 independent review group&#39s report on the banking and mortgage codes. This identified ways to give the consumer a better idea of the service his […]

Pink Home Loans – Exclusive 2 Year Fixed Rate Self Cert

Monday, December 17, 2001.Type: Fixed rate self-certification mortgage.Fixed term: Until January 31, 2004.Fixed rate: 6.49 per cent.Minimum loan: £25,001.Maximum loan: Loans of up to 75 per cent of valuation subject to amaximum of £500,000, 76-85 per cent subject to a maximum of£400,000. First-time buyers up to 85 per cent of valuation subject to amaximum of […]

Royal & SunAlliance offers variety for trustees

Looking at the product literature Perdisatt calls it: “Rather dull, doesnot particularly grab your attention. It is, however, fairly easy tounderstand.”Parrott says it is simple to understand and gives sufficient detail.Stevens says: “Very straightforward. The risk thermometer inthe product guide is useful.” Cave says it is nothingspecial.Summing up Stevens says: “The first page of the […]


White paper — Dubai International Insights

Jelf Employee Benefits discusses the legislative changes in Dubai, available medical facilities and policy considerations for employers with expatriate workforces in the country. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Dubai, or are considering operating there in the near future.


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