PolicyPlus International plc

PolicyPlus International plc act as the investment adviser for the Endowment Growth Fund. Through PolicyPlus, investors in the Endowment Growth Fund will receive the management services of an experienced market maker. Policy selection, valuation, premium payments, legal services, liaison with life offices, and maturity claims will all be dealt with as part of the investment advisory service of PolicyPlus to InvestmentPlus and the Endowment Growth Fund, thereby providing an administration service which serves investor needs in relation to a complex underlying product.

PolicyPlus is a market maker in Traded Endowment Policies (TEPs) and has been trading since the advent of the market in 1989. PolicyPlus is a founder member of the industry trade body, the Association of Policy Market Makers (APMM) through which industry standards have been established, the directors of PolicyPlus are actively involved in the APMM.

PolicyPlus is authorised and regulated by the Financial Services Authority whose rules mean that we are governed by the highest standard of ethics and business practices. It is also the only TEP market maker that is approved by the IFSRA as promoter and investment adviser for funds in Ireland.

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.