Investec updates with profit pack

  • Story by: Anna Lawlor
  • Magazine: FinancialAdviser
  • Published Thursday , June 26, 2008

Investec Asset Management issues with profit information resource for advisers

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Investec Asset Management has relaunched its with profits review pack as an information resource providing at-a-glance support for IFAs navigating through the sector, aiding review of clients' existing with profits investments.

Investec said the first pack was well received in 2004 and given the continued focus on advising with profits clients it felt it was time for an updated version.

The pack offers a range of information on: principles and practices of financial management, in partnership with Consulting Actuaries AKG; asset allocation documents and performance details for the Investec Cautious Managed Fund versus with profits funds; documents to help advisers guide their clients through a review of their with profits fund; and a real life case study provided by Cornwall-based IFA, Worldwide Financial Planning.

For a pack call Investec Asset Management on 020 7597 1834.

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