Part 2/3 of the Investment and IHT newsletter for Financial Advisers | July 2008 Click to go to: Part 1/3 or: Part 3/3

WAY ONE PAGE PRODUCT GUIDES

"Making it simple ..."

One page guidesWhile IHT mitigation is very important, sometimes the technical side of it can be a little dry and complex.

So WAY has produced some simple One Page Guides about their products.

"We have produced two versions - one for the IFA which gives them a broad overview and one that IFAs can give or mail to their clients.

" These cover all the key issues so that the investor can understand the overall objectives in the early stages," said Eddie O’Gorman, WAY's Head of Sales & Marketing.

There are currently six One Page Guides for IFAs covering the following WAY products:

  • The WAY Estate Transfer Plan
  • The WAY Flexible Inheritor Plan
  • The WAY "Gifts from Income" Inheritor Plan
  • The WAY Discounted Inheritor Plan
  • The WAY Duo Inheritor Plan
  • The WAY Income Plan

Click here to read/download/print the One Page Guide for IFAs of your choice (PDF format).

All the One Page Guides for IFAs can be downloaded from the website. If you require printed copies please contact either your local Regional Sales Manager or Tony Lyons, IFA Support Manager, head office telephone number: 01202 890895.

However, the six One Page Guides for Clients are only available on request. Again, please contact either your local Regional Sales Manager or Tony Lyons, IFA Support Manager, head office telephone number: 01202 890895 if you would like a supply of any of these for your clients.

WAY also produces a range of product videos for IFAs. Click here for more information.

- Ends -

Newsletter: July 2008.

Note: This newsletter commentary has been prepared for Financial Intermediary Clients and Professional Associates of WAY Investment Services Ltd and is not intended for and must not be distributed to Private Investors. This information is supplied to you in confidence and you may not pass it on to any other party without prior written consent. Past performance is not necessarily a guide to future returns and changes in rates of exchange between currencies may cause the value of investments to rise or fall. No representation or warranty is given (express or implied) as to the accuracy, completeness or correctness of the information nor the opinions, interpretations and conclusions contained in this commentary. The commentary does not constitute investment advice or a recommendation to purchase or sell any security. Neither the author nor WAY Investment Services Ltd accept any liability whatsoever for any loss or damage arising in any way from any use of or reliance placed on the commentary. WAY Investment Services Ltd is an Appointed Representative of WAY Fund Managers Ltd which is authorised and regulated by the Financial Services Authority.

Newsletter: July 2008.