Fund Management Team

Tony Vincent – Fund Manager

Tony Vincernt - Fund ManagerTony has unrivalled experience and expertise in the Traded Endowment Policy market. He established PolicyPlus in 1989 as one of the earliest market makers and is Group Chief Executive.

He pioneered many of the policy valuation techniques used in the TEP market and was instrumental in setting up the PolicyPlus Endowment Growth Fund in 1998.

He played a key role in the founding of the Association of Policy Market Makers in the UK and is a past Chairman and Secretary.

Tony is a Chartered Certified Accountant of many years standing with extensive international business knowledge and experience.

David Carrington – Sales & Marketing

Dacid Carrington - Sales and MarketingDavid joined PolicyPlus in 1996 after a career in intermediary sales with Eagle Star. He has played a leading role in the growth of the PolicyPlus Group from a market maker into a successful diversified group including fund management, an online trading platform and a trust corporation offering legal services.

His understanding of the intermediary market has enabled PolicyPlus to develop a wide range of long standing mutually beneficial relationships with key supporters.

David brings his extensive market background and straight forward approach to EGF where he is responsible for promoting the fund and developing relationships with key intermediary groups throughout the world.

Ann Looker – Operations

Ann Looker - OperationsAs Trading Director of PolicyPlus Group, Ann is responsible for the company's trading strategy including valuation methods, market analysis and internal operations.

Prior to joining PolicyPlus in 1997 Ann enjoyed a successful sales career with firstly a major insurer and then a leading fund management group. She also spent a valuable period as an IFA specialising in investment and pensions.

Ann is responsible for policy trading for EGF. Her varied experience and a detailed knowledge of policy trading ensures she is able to source high quality policies at a significant discount to market value and can recognize opportunities to maximise trading positions in the market. Ann and her team are also responsible for operational matters and customer support

Martin Caplan – Investment Consultant

Martin Caplan - Investment ConsultantMartin has more than 12 years' experience within the Traded Endowment Market. He joined PolicyPlus as Investment Consultant in 2004 and is responsible for liaising with brokers both in the UK and internationally.

Martin will continue to deal extensively with the sale of individual TEPs and brings the knowledge and experience gained in that area to promoting EGF.

The Endowment Growth Fund (EGF) is the first sub-fund of InvestmentPlus plc, which is regulated by the Irish Financial Services Regulatory Authority. Registered in Ireland No. 289965. Registered office 39/40 Upper Mount Street, Dublin 2, Ireland. EGF is distributed by PolicyPlus International plc which is authorised and regulated by the Financial Services Authority and is a member of the Association of Policy Market Makers. Registered in England No. 2392989. Registered office King’s Court, Bath, BA1 1ER, England.