Marketing & Research

Our IFA experience has shown us that marketing can add value to a business, particularly by way of contact with clients using Newsletters. Our aim is to replicate this approach as far as possible and produce a regular Newsletter free of charge for members and associates to send to their clients. The Newsletters are aimed at providing your clients with information to assist them and provide you with new business potential.

Sample newsletter

Product Research from Whitechurch Securities

However, we realise the value that third party research can add to the quality of advice. As a member of The Network or associate of Whitechurch Direct, therefore, you will receive regular bulletins on investment markets plus research and guidance upon a broad range of financial products. These can assist you in the decision making process - for you to use or not, as you see fit.

The research we offer is provided by Whitechurch Securities, and is summarized below:

Full discretionary managed service

Members gain access to Whitechurch Securities discretionary management service, which will provide a range of managed investment portfolios specifically tailored to network members and their clients. This allows you to offer your clients actively managed investments by Whitechurch Securities dedicated investment team. This can provide you with the peace of mind that your client’s investments are being monitored by experts on a daily basis - vital in the current investment and regulatory climate. It is imperative to be constantly aware of key performance determinants such as asset allocation, fund manager changes, under-performing investments, and changes in investment style, market movements and the economic environment.

Current strategies: Monthly Distribution ISA / Portfolio, Monthly High Income ISA / Portfolio and Stockmarket Growth ISA / Portfolio.

Key points:

• Transparency – Unlike the many fund of funds the portfolio will be completely transparent, providing details of all underlying holdings.
• Information Flow – As well as six monthly reports and valuations members/clients can discuss the portfolio with the designated portfolio manager.

Initial charge is 5% (plus VAT). IFA commission is 5% plus 0.75% trail. Initial charge can be reduced 1:1 if commission given up. Annual charge is 1.5% (plus VAT).

Structured Products

We research the structured marketplace continually and provide our favoured list of forthcoming launches and current offerings. We provide our views of ‘points for’ and ‘points against’ as well as the structure behind each product and a risk rating. This bulletin is sent to members in the first week of each month.

Monthly bulletin on global markets

The Whitechurch Investment Team summarise their views on investment markets and make these available in the second week of each month.

Quarterly Recommended Lists

Unit trusts / OEIC’s (N.B. Members will not be restricted to working from these recommended panels and are provided as information/research).

The Investment Team regularly meet the top fund managers to assess their views and how individual funds are positioned. These lists will be produced quarterly in Jan, April, July and October. Sectors covered include:- UK Equity Income, UK All Companies, UK Smaller Cos, UK Equity & Bond, Cautious Managed, Europe Ex UK, Global Growth, North America, Tech & Telecoms, Specialist, Japan, Far East Including Japan, Far East Excluding Japan, Global Emerging Markets, UK Gilt, UK Corporate Bond, UK Other Bond, Global Bond.

The new more comprehensive format will comprise of a write up of each fund, providing the views of the Whitechurch Securities investment team together with the Whitechurch risk rating. This will be supported by a spreadsheet carrying detailed fund information including, fund manager details, fund size, min investment, charges and FSA standard performance data that can be quoted in recommendations.

With Profit and Distribution Bonds

(N.B. Members will not be restricted to working from these recommended panels and are provided as information/research).

These lists will be produced six-monthly in November and May and will include an update on sector, together with asset allocation and a fund description.

Pension Portfolios

Series of age-related model portfolios using Skandia. These portfolios hold what we consider are the top unit-linked funds available from the Skandia range, suiting differing time horizons until retirement. We constantly monitor the underlying holdings and make appropriate changes consistent with our in-house asset allocation views. A quarterly review and performance evaluation is sent to members who require these portfolios. Any changes to the composition of any portfolio (i.e. asset allocation change or fund manager move or underperforming fund etc) will be automatically sent as and when a change is deemed necessary.

Periodically

Relevant letters / info will be sent to members as and when. For example, a VCT letter.

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