Key Data will offer a Japan and Far East themed CD-Rom in the November issue of its key features dis...
Key Data will offer a Japan and Far East themed CD-Rom in the November issue of its key features disc
The CD will feature video interviews with fund managers from groups such as Martin Currie and INVESCO and will have a keynote interview with Noriko Hama, the chief economist with the Mitsubishi Research Institute
The Key Data CDs, which now hold fund information on close to 40 different product providers, will also add a diary functionality to its October offering. The events diary will allow groups to list where and when their roadshows will take place so that IFAs can have easy access to the information
Other projects the group is working on include moving the service to a web-based format sometime next year and adding a mortgage Isa illustration calculator. The calculator would allow IFAs to work out how much investment needs to be made into an Isa in order to get enough capital growth to pay off the mortgage
The free CDs, which are sent to more than 8,000 IFAs monthly, have recently added groups such as Norwich Union, AIB Govett, BWD Rensburg, SocGen, Dresdner RCM and Templeton. The information on the CD includes key features documents, the facility for advisers to create personalised key features, fund fact sheets for all the group's funds and performance charts which compare the selected fund against the sector average. If IFAs know the specific fund they require information on, the system will take users direct to the funds of their choice
The product also offers a search functionality in which IFAs can select a fund by sorting through the list by groups. The funds search can be narrowed by selecting the sector in which the client is interested in investing and then sorting the relevant funds by performance over one, three or five years
The CDs feature any new fund launch information, including a video clip interview with the fund manager
Sector is changing
Offer stands until 31 December
Lisa used as 'top-up'
Two FCA consultation papers
Transfer from PPP to SIPP