A set of free guides to using the traded endowments market to either buy or sell policies, along with reference to business opportunities for IFAs has been published by market maker Policy Portfolio.
The consumer guides explain TEPs through a mix of straightforward text and graphics.
The guide for IFAs also includes a brief introduction to the subject for those intermediaries who have not previously tapped the market on behalf of their own clients.
Free copies are available by phoning 020 7597-6700, or contacting Policy Portfolio through its website.IFAonline
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till