Fidelity FundsNetwork is offering an allocation uplift for clients and additional trail commission for advisers on its Investment Bond this Spring.
For all applications received on or after January 21 until March 28 2008, clients aged under 80 and investing over £50,000 will qualify for the 1% uplift in the allocation rate on their bond. The additional commission offer of 0.25% can be claimed by advisers for all cases received. Head of Fidelity FundsNetwork David Dalton-Brown comments: “This offer of the enhanced trail commission options is part of planned moves to support advisers in the post-RDR market and to help them in what we believe will be the market following changes to CGT. “Further changes in our mutual funds propositi...
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