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Jubilee Financial Products sets GBP15,000 minimum entry level


Boutique investment house Jubilee Financial Products is to increase its minimum investment entry level to GBP15,000 across its structured product range.

The move comes as JFP prepares to unveil a number of new structured investment products aimed at the top end of the advisory market.

The minimum entry is significantly higher than that used by the vast majority of asset managers in the structured product market.

“Our new pricing structure is designed to send a clear signal that we intend to focus solely on the higher end of the market. Setting the minimum at GBP15,000 is a cautious first step but we expect this to increase over time,” says senior partner Ian Millward.

“Structured products are often sold off the shelf as a one size fits all solution to less sophisticated investors. We believe they should form part of a well balanced and carefully constructed portfolio.”

As well as increasing the minimum investment, JFP has established a company policy not to pay for sponsorship or inclusion in guides, mailings or other IFA promotional activity.

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