Sterling and Baillie Gifford have both launched Pep transfer plans ahead of changes to Pep investmen...
Sterling and Baillie Gifford have both launched Pep transfer plans ahead of changes to Pep investment regulations on 6 April allowing investment remits as broad as for Isas. Baillie Gifford is relaunching its Investment Trust and Oeic Pep Transfer products.There is a 2% discount on the Oeic Pep's initial charge of 5% for all transfers before 4 July 2001. The investment trust plan has no initial charge. Sterling has also brought out a Pep Transfer Plan, allowing clients to consolidate their holdings and chose from across Sterling's range of 59 funds. The annual charge for investm...
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