WAY LAUNCHES SECOND MIXED-ASSET PORTFOLIO FUND

Photo left: John Husselbee (North Investment Partners)

Why WAY have chosen to partner two leading lights in fund management. And how IFAs can benefit with an additional 1% launch commission.

WAY is delighted to announce the launch of its second Mixed-Asset portfolio fund - the WAY MA Cautious Portfolio - to complement its recently launched sister fund, the: WAY MA Growth Portfolio.

To coincide with the launch on Monday, 23rd June 2008,  we are offering 1% additional commission (which may be traded for a client discount) on both funds for the period 23rd June – 30th September 2008.

The two funds are the WAY MA Growth Portfolio (managed by Jason Britton of T. Bailey) and the WAY MA Cautious Portfolio (managed by John Husselbee of North Investment Partners).

These Mixed-Asset portfolios are an exciting development of 'new breed' multi-manager funds and we are particularly pleased to have enlisted the investment expertise of two such accomplished and respected managers.

High conviction management
Managed on a high conviction – not a strict benchmark – basis, the portfolios may invest in property, commodities, private equity, absolute return strategies, structured products and derivatives in addition to the traditional equity, bond and cash mix. This provides greater diversification and the prospect of blending together uncorrelated asset classes to generate returns in a variety of market conditions and the possibility of absolute-return-like performance objectives.

A complete solution for IFAs
Combining their investment expertise with WAY’s market-leading trust structures provides IFAs with a complete solution to minimise their client’s inheritance tax liability.

Whatever a client’s circumstances, WAY can deliver an appropriate structure to reduce and, in some cases, eliminate their IHT bill, while still allowing considerable flexibility both in terms of access to their estate and their changing circumstances. The product range includes:
o Flexible Inheritor Plan - access and control of gifts up to nil rate band;
o Discounted Inheritor Plan - discounts on chargeable lifetime gifts;
o Duo Inheritor Plan - uniquely combines flexibility with discount;
o Gifts from Income Plan - provides immediate IHT exemption for surplus net income;
o Estate Transfer Plan - potentially exempt transfer plan.

While traditionally it was thought that IHT only hit the privileged few, today many more of your clients are increasingly vulnerable.

Technical assistance for IFAs
We know that some IFAs come across IHT cases only a few times a year. In order to lend our fullest support, we encourage the IFA to contact their local: Regional Sales Manager who can, if required, be involved in client meetings and also provide technical assistance.
In addition, WAY's Technical Manager – Mark Benson – is available to help you. Simply call him on 01202 890895 or email him at: mark@waygroup.co.uk for assistance.

Marketing assistance for IFAs
If you require any marketing help with, for example, branded literature or branded PowerPoint presentations, please speak initially to your local Regional Sales Manager who will be happy to assist. Also, we have produced a range of One Page Guides for Clients which give an outline of each of our plans. These are particularly useful in the early stages of contact with clients. Simply ask your Regional Sales Manager for copies or download them from our: Downloads page.

How to contact us
If you wish to talk to someone about these or any of WAY's products, please feel free to call: either your local Regional Sales Manager or Tony Lyons, IFA Support Manager, head office telephone number: 01202 890895.
Alternatively, you can get in touch with us via the website: Contact Form, if you wish.

We look forward to hearing from you.

Yours sincerely,

Eddie O’Gorman
UK Head of Sales & Marketing
23rd June 2008.

PS: Read what your contemporaries say about WAY and our two new funds – click the link to see their views in the following: MoneyMarketing flyer.

- Ends -

Links - WAY MA Cautious Portfolio Fund:

PDF link: click to read/print/download : WAY MA Cautious Portfolio Fund - Factsheet

 PDF link: click to read/print/download : Investment Adviser Profile - North

Website link: North Investment Partners Limited

Links - WAY MA Growth Portfolio Fund:

PDF link: click to read/print/download : WAY MA Growth Portfolio Fund - Factsheet

Website link: T. Bailey Asset Management Limited

Press Release Date: 23rd June 2008.