We’re looking forward to seeing you at the Morningstar Investment Conference on May 15th and 16th. The Adviser Workstation team will be available throughout the two days to answer questions and show you product features. In addition, we’ll have some small group trainings open to Morningstar UK Advisers: Read Full Article
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With less than a year to go until the implementation of the Retail Distribution Review (RDR), the Association of Investment Companies (AIC) has announced a series of free educational seminars on investment companies across the UK, targeted at financial advisers. Read Full Article
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10 Passes to be won for the Morningstar Investment Conference 2012 in association with the IFP
Morningstar are delighted to offer free two-day passes to the first 10 registrants to complete our online registration form – a saving of £99!
Join us at the Morningstar Investment Conference in association with the IFP (May 15-16, London), where we have once again assembled a line-up of high profile investment professionals to provide objective and clear insight into the opportunities that exist in today’s markets, as well as tips for areas to avoid. Their presentations will offer a variety of views and will enable rigorous debate. To view the full agenda (CPD accredited), click here.
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Technology is the most popular investment sector right now, according to the latest global survey of professional money managers by BofA Merrill Lynch.
Hot on the heels of Apple (AAPL) announcing it would begin paying a dividend for the first time since 1995, the monthly BofA Merrill Lynch Global Research report reveals that fund managers around the world are piling into tech stocks. Specifically in the US, Europe and the UK, technology is the most popular sector. Read Full Article
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Click here for the full agenda, or visit our website to register and for more information. Any questions, please contact Natalie Shattock at investmentconference@morningstar.com.
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RDR and Eligibility
by Caroline Gutman on April 23, 2012 · 0 comments
HMRC’s latest ISA bulletin has raised the question of eligibility for stocks and shares ISAs of some funds post RDR.
The issue revolves around the ’5% test’, which says that for an investment to be eligible for a stocks and shares ISA, at the date of purchase:
· there must be no guarantee or agreement that the investor would receive 95% or more of their purchase price at any time in the next five years, or
· the nature of the investments held must not significantly limit the risk to the investor’s capital to 5% loss or less at any time in the next five years. Read Full Article
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Posted in: IFA News and Commentary