The launch of a new trust


All organisations must serve the needs of their customers. These needs change over time, making it necessary for business organisations to adapt their existing product portfolios continually. This case study focuses on the way in which the Family Assurance Friendly Society introduced new ethical criteria into an existing Unit Trust in response to demand from investors. The term ‘investor’ refers to people whose expenditure is less than their income and therefore, they would like to see their surplus money grow by investing it. One of…

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