View more on these topics

Zurich International Life – International Wealth Account

Wednesday, 31 July 2002
Type: Single premium unit-linked bond

Aim: Growth by investing in unit trusts, Oeics and fund of funds

Minimum investment: Lump sum £40,000

Place of registration: Isle of Man

Investment split: 100% in unit trusts, Oeics and fund of funds

Isa link: No

Charges: Initial &#45 structure A up to 2%, structure B up to 1%, structure C up to 2.15%, annual &#45 structure A up to 0.5%, structure B up to 0.95%

Commission: Structure A choice of initial 6.5% or initial 4%, renewal 0.5%, structure B initial 4%, renewal 0.5%, structure C initial 6.5%

Tel: 0500 546546


Inside Edge: Daniel Godfrey

The Sandler report has highlighted the need for a radical shake-up in the savings industry. Consumer needs have been neglected in the industry battle to secure distribution and market share.We welcome the possible unbundling of the cost of advice from the product cost. Complex products and pricing structures combine in an opaque manner the cost […]

FSA guidance on accounting for windfalls when paying compensation

The FSA has published guidance on how firms calculating compensation payments should treat windfall payments following the Needler court judgement in July 2001. The FSA says the judgement has implications for pensions and FSAVC review compensation cases as firms are no longer allowed to deduct the value of the windfalls paid as top-ups from any […]

Doctors Direct aims for healthy investment

Doctors Direct is an enterprise investment scheme (EIS) which aims to raise £1m to expand its business, which provides paying customers with visits from private general practitioners (GPs).The business covers five areas — private patient visits, workplace visits arranged through employers, GP services for hotels and events, GP services to visitors to the UK through […]

VAT is key to Sandler pay plans, says Sofa

Ron Sandler&#39s proposals for the remuneration of IFAs are easier to swallow than those outlined in CP121 as long as the Government sorts out the issue of VAT on fees, claims Sofa.Entering the fray between the professional and trade bodies on which set of proposals make it easier for advisers to remain independent, Sofa chairman […]

Protecting long-term savings from short-term policy

By Jamie Clark, Business Development Manager The pensions revolution is almost upon us. As with any revolution, there will be winners and losers. The winners in this case could presumably be the politicians that orchestrated pensions freedom and choice just before the general election. As for the losers, there may be many thousands of people […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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