Merrill
Lynch ISA and PEP Transfers
Merrill Lynch ISA and PEP Transfers
Many
investors are holding investments which no longer meet their
requirements. If an investor can't answer yes to the following
questions maybe it is time they considered transferring it!
- Is
it still meeting their objectives?
- Is
it still providing the potential to achieve their financial
goals?
- Is
the level of risk still appropriate?
- Do
they have the benefit of free switching between funds and
a Capital Drawdown Plan?
Merrill
Lynch believe their range of funds offers investors an easy
way to update their portfolio into a flexible and diverse
range of funds which offer them the potential to achieve their
financial goals. With 18 funds to choose from, all investors
need to do is decide which fund suits their investment needs.
The
benefits to investors of transferring ISAs and PEPs to Merrill
Lynch are:
- A
range of funds with varied investment strategies and risk
levels, which allow you greater control over your investment
- A
wide range of global stockmarkets
- An
extensive range of twenty unit trusts suitable for PEP and
ISA transfers
- Merrill
Lynch's flexible Capital Drawdown Plan
- Free
switching between eligible Funds
- Easy
administration of funds
For further information on Merrill Lynch ISA and PEP Transfers
visit the Merrill Lynch website.
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