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Workshops from Institute of Financial Planning and LIA

The Institute of Financial Planning and the LIA are running workshops in November to encourage more people to become paraplanners. They will focus on the how paraplanners can add value to an IFA&#39s business, the qualifications required, creating and implementing a financial plan and career paths. The IFP says the number of clients requiring a paraplanner is set to double over the next 15 years and firms must ensure they can meet this need. A one day workshop costs £75 for IFP and LIA members and £100 for non members.


Schroder secures growth

Schroder Unit Trusts has designed a capital protected fund that is linked to the Eurostoxx 50 index over a term of five years and two months.Schroder secure growth formula is a Dublin-based closed-ended fund that invests in bonds and derivatives to provide capital protection. Investors get their original capital back at the end of the […]

JPMorgan Fleming – JPMF Capital Protection – Global Growth

Thursday, 25 October 2001.Type: Guaranteed growth bond.Aim: Growth linked to the JPMF premier equity growth, JPM globalfixed income, JPMF European growth, JPMF US growth and JPMFSouth East Asia funds.Minimum-maximum investment: £3,000-no maximum.Term: Five years.Guarantee: Capital returned in full at end of term.Return: 75 per cent of total return.Closing date: December 5, 2001.Commission: 3 per cent.Tel: […]

Mark of distinction?

The Raising Standards initiative is banking on IFAs&#39 support to make the quality mark, awarded to the first five brands last week, a success.But how exactly will it benefit advisers and how long will it be before IFAs can use the quality mark for its intended purpose of raising confidence and ultimately growing the market […]

DBS pseudo-network targets regulated IFAs

DBS is creating a “pseudo-network” to supply ad hoc services to IFAs who want to be regulated directly by the PIA.The new division was ann-ounced at DBS&#39s annual conference in Birmingham despite chairman Ken Davy telling the conference that IFAs were still better off in a network. He said: “There is no real benefit in […]


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