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Forward Thinking Magazine : April 2011
41 The idea is to allow investors to turn protection on and off with minimum friction... This means no entry or exit fees, no lock-in periods and facilitating in-specie transfers. Investors should be able to select and change their investments, protection date and protection amount or turn off protection at any time without having to sell out of any assets. Luis Sarmiento “One of the challenges is to get advisers to start understanding that this option is available and how it can be incorporated into better investment strategies for their clients,” he says. “And the beauty of this is that the investor sets the level of protection they want and can change it whenever they like.” The fact that investors are seeking capital protection proves there continues to be a need for products that offer it. Being able to have an exposure to growth while knowing your capital is protected is reassuring to many, especially those nervous about re-entering the market. “Protection on Wrap is part of our commitment to delivering next generation investment and administration solutions to help advisers assist their clients achieve their financial and lifestyle goals,” Chang says. “One of the key drivers for advisers is whether they can explain to their clients what a capital protected product is and how it works. That’s why the next generation offers much more transparency, as well as features that are easily understood and used.” capital protection