2 thoughts on “Giving portfolio bonds the personal touch”

  • adkinson@private-capital.com.hk says:

    Good article Chris but 10% (costs) taken over 5 or eight years will take some ”tax savings” to make it worth the effort as far as the underlying client goes.
    They only work in my view, if set up on a NIL commission basis, driving down the life companies share and charging a simple fee to set it up, I really do wonder how many IFA’s have this method in their ”tool box”.

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