View more on these topics

Zurich Assurance – Zurich Guaranteed Account

Capital-protected bond

Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment:

Five years and six months

Original capital returned in full regardless of performance in the index

Up to 100% growth at end of the term or 30% growth if index grows by at least 30% by the third anniversary

Closing date:
May 24, 2004

Initial 3%

Tel: 0500 546546


Fears grow that Sandler will come under RU64

Insurers say they are increasingly worried that the FSA intends to apply the RU64 requirements to Sandler-style products, a “significant disincentive” which would require IFAs to justify every non-Sandler product recommendation. Members of the ABI&#39s regulation and distribution committee are concerned that despite FSA assurances that RU64 would not be in the Sandler sales regime, […]

Survey aiming to find top service providers

An in-depth study of the intermediary sector is set to reveal which are the best networks and support service providers and why they give IFAs value for money. The survey from Henry Samuels Marketing Services, entitled, IFAs & Support Services, is designed to increase understanding of IFA needs for support services and which solutions meet […]

Credit Suisse Asset Management – Target Return Fund

Type:Oeic Aim: Income and growth by investing globally in fixed-interest securities Minimum investment: Lump sum £5,000 Investment split: 22% government bonds, 16% investment-grade short-term bonds, 13% investment-grade bonds, 7% high-yield bonds, 7% emerging debt, 6% convertibles, 28% cash, 1% central Europe Isa link: No Pep transfers: No Charges:Initial 4.25%, annual 1.25% Commission:Initial 3%, renewal 0.5% […]

Wales leads property price rises

The 10 counties with the biggest house price gains over the past 12 months are all outside southern England, according to Halifax&#39s regional index. Four are in Wales &#45 Gwynedd, Dyfed, West and Mid-Glamorgan &#45 while two &#45 Dumfries & Galloway and the Highlands &#45 are in Scotland. Three are in the North &#45 County […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment