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Figures used in fund factsheets in Synaptic Research are on a bid-to-bid basis. Figures used in product research – i.e. for ranking etc. –are on a bid-to-bid basis. Ranking calculations take account of annual management charges only. Bid-Offer s...
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The monthly premium graph shows the performance of a £1,200 annual investment into the fund(s) over the chosen time period. The graph obviously shows an upward spike in value every 12 months when a new premium is invested. The illustrative value...
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The annual performance graph shows the fund’s performance in each discrete 12-month period to date. It is similar to the graph which is included in fund factsheets, and meets the FCA’s requirements for fund advertising (though this regulation only a...
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Preset criteria , as described above, allow compliance officers to enforce their minimum requirements – e.g. that all recommendations of personal pensions must include PPI. The system’s sharing functionality is different: it provides a way for com...
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A contract factsheet shows all the information which Synaptic records about a contract. It consists of some or all of the following sections – some sections are not applicable to some types of product. Special offer Any special offer current...
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You can view a definition of a field by clicking the right mouse button over a field name and choosing Show definition from the pop-up menu. Notes about contracts can be viewed in two ways: Right-click over a contract name in the grid and choose...
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As described above, client-focused research is where you enter client details and (depending on the type of product) details of policy benefits/contributions. Product-focused research is where you simply skip this information, in order to carry out ...
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All research within Synaptic Research is automatically stored. Therefore, if you don’t want to keep a piece of research you have to explicitly delete it. This can be done using the Delete link on the menu bar. Alternatively, you can delete multip...
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You define the settings for a portfolio using the Portfolio link in the menu bar of your manual fund list. This lets you enter three pieces of information: the holding in each fund; how to value the holdings; and the benchmark to compare the o...
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Synaptic Research covers all the life, pension and investment products which can be sold by independent financial advisers in the UK. The standard data available through the system is as follows, and is subject to frequent change in the light of in...