Volume 1, Issue 8 1st July 1998
New and Improved PEPs

The 8th edition of Tr@cker coincides with the Government’s White Paper on the ISAs - the replacement for PEPs in April 1999. Not surprisingly netPEP is highlighting in this edition some of the more important aspects in our main article.

We have now got to get used to a new buzzword or acronym - C.A.T. (as in CATmark) which stands for Charges, Access and Terms. These are the proposed new reference points which will determine whether or not an ISA is granted a kitemark and, if granted, it will mean the ISA manager has fewer marketing restrictions to contend with.

netPEP welcomes the idea of CATmarking because it will remove a great deal of confusion amongst savers when it comes to the moment of choosing which ISA to buy. Faced in the past with the daunting choice of PEPs, many savers often make no choice at all. In future when they see a CATmark they will know that the product meets a recognisable Government approved quality standard.

We hope you enjoy this edition of Tr@cker and, please let us have suggestions for future features, comments on current features and, of course, your criticisms too(!).dot1.gif (807 bytes)

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In this Issue:

CAT amongst the Pigeons -
netPEP looks at the Government’s proposals to introduce a system of kitemarking for ISAs (Individual Savings Accounts)

Global Asset Allocation -
Standard & Poors Micropal Award Winners, Forsyth Partners Ltd, put forward their preferred asset allocation models for high, low and medium risk investors

Regular Features:

netPEP Monthly Commentary

netPEP Fact Sheet and Prices

netPEP Performance Statistics

FTSE 100 Index Statistics

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This document is issued by MBO Advisory Partners who are regulated by the FSA. Any opinions expressed herein reflect best judgment and information at the time of writing and are subject to change without notice. Reference(s) to any investment(s) in this document is/are not an offer or solicitation to buy or sell by MBO Advisory Partners or any named contributors to this document. Remember the price of units and the income from them can go down as well as up and you may not get back your original investment. Past performance is not a guide to future performance. PEP and ISA tax reliefs may change in the future and their value will depend on your individual circumstances.
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