To support investors with traded endowments, PolicyPlus is offering a free valuation on all Traded Endowment (TEP) Portfolios.
David Carrington, sales & marketing director at PolicyPlus commented,
“TEP portfolios should be valued at least once a year to check their progress and ensure they are continuing to perform as well as possible. As the longest established market maker, PolicyPlus has unrivalled experience and expertise and we are making this available to portfolio holders for free.”
Several companies who used to offer valuation services are no longer operating and PolicyPlus is concerned that many investors are not getting valuations and don’t know who to turn to.
The free valuation is available for all portfolios of 5 or more traded endowments. It includes a market value, guaranteed amount and Formula Maturity Value (for authorised individuals only) and will help investors see how their portfolio is doing and whether it is likely to achieve their investment objectives.
Details of how to get a free valuation can be found at http://www.policyplus.com/
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For further information, please contact:
Jo Bridger
Marketing Manager PolicyPlus International 0845 055 3700
David Carrington
Sales & Marketing Director
Notes to Editors
1. Endowment statistics and previous press releases can be found at http://www.policyplus.com/
2. PolicyPlus is also providing bonus season commentary for journalists. To sign up, please email jo.bridger@policyplus.com
3. PolicyPlus has been buying and selling endowments since 1989 and is authorized and regulated by the Financial Services Authority. As the longest established market maker, it is a world leader in the traded endowment market, a founder member of the Association of Policy Market Makers and the only market maker to receive a Queen’s Award for Excellence (International Trade).
4. The PolicyPlus website has further information on PolicyPlus and the TEP market and can be found at http://www.policyplus.com
