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Name and Objective Change - Schroder ISF Global Property Securities Fund - Published: 10 Nov 2016

With effect from 1 December 2016, the fund will change name to the Schroder ISF Global Cities Real Estate Fund and amend its objective and policy to reflect this. This affects our guided architecture products: Oracle, Paragon and Quantum. Click on this story for more details.

Fund Changes - Pictet Emerging Local Currency Debt Fund - Published: 21 Oct 2016

Pictet Asset Management has notified us that it will be changing the Investment Policy to their Emerging Local Currency Fund in order to include the possibility to invest in Sukuk. The changes will take effect on 24 October 2016.

Fund Changes - Allianz GEM Equity High Dividend Fund - Published: 22 Sep 2016

Allianz has notified us that they will be making changes to the Investment Objective and Investment Principles of their GEM Equity High Dividend Fund and these will come in effect on 3 October 2016.

Name Change - Sarasin will change names on some of their funds - Published: 07 Sep 2016

Sarasin has informed us they will be changing the name to several of their funds effective 28th of November 2016. The funds included in these changes that can be found within our product range are Equisar Global Thematic Fund and also their Food & Agriculture Opportunities Fund.

Investment Policy Changes - Kames Ethical Corporate Bond Fund - Published: 04 Aug 2016

Kames Capital has informed us that it is making several changes to the Investment Policy of the fund and its corresponding prospectus that will come into effect on 1 October 2016.

Name and Objective Change - Allianz BRIC Equity Fund - Published: 22 Jun 2016

Allianz Global Investors will change the Sub-Fund name, the investment objective, the investment principles and the benchmark of the BRIC Equity Fund on 15 July 2016.

Fund Merger - Investec Asset Management - Published: 18 May 2016

Effective 17 June 2016 Investec Asset Management will merge their Global Strategic Income Fund with their Global Multi-Asset Income Fund. Investec feels that in order to achieve a high and sustainable level of income it is better to invest in a broader range of investments.

Amendment to the Investment Principles - Credit Suisse - Published: 22 Mar 2016

Effective 30 March 2016 Credit Suisse Fund Management will make changes to the investment principles of the subfunds to clarify that they can invest worldwide including emerging market countries and that fixed income securities in the non-investment grade sector may represent up to 20% of their total net assets.

Investment Policy Change - Pictet Asset Management various funds - Published: 16 Mar 2016

Effective 16 March 2016 Pictet has changed the investment policy for several of its funds including: Pictet Emerging local currency Debt, Pictet Timber, Pictet Premium Brands, Pictet Water and Pictet Asian local Currency Debt.

Fund Merger - Pictet Asset Management - Published: 07 Mar 2016

Effective 30 March 2016 Pictet Asset Management will merge their Absolute Return Global Diversified Fund with their Multi Asset Opportunities Fund. The Board of Directors of the Fund believe this to be in shareholders' best interests.

Name and Objective Change - Fidelity South East Asia Fund - Published: 18 Feb 2016

Effective 23 March 2016, the fund will change name to the Fidelity - Asia Focus Fund and amend its objective to reflect this. This affects our products: Oracle, Paragon, Quantum and Kudos. Policyholders have been written to. Click on this story for more details.

New Fund Links - Quantum, Oracle, Paragon and LifePlan - Published: 15 Feb 2016

We've just completed our annual fund review for Quantum, Oracle, Paragon and LifePlan. We've added 28 new funds and introduced 6 new fund groups to the range. Click through to see the full story.

Name Change - JPM Global Capital Appreciation Fund - Published: 09 Dec 2015

On 14 December 2015, the fund will change name to JPM Global Macro Opportunities. This affects our guided architecture products: Oracle, Paragon and Quantum. As it is only a name change, policyholders have not been written to on this occasion.

Investment Policy Changes - Schroder ISF China Opportunities Fund - Published: 01 Oct 2015

Schroders are clarifying the investment objective and policy of the fund in order to provide investors with greater transparency on the fund’s investment strategy. The changes impact the following guided-architecture products: Oracle, Paragon and Quantum. Click on this story for full details.

Fund Merger - UBS (Lux) Equity Fund - Taiwan - Published: 25 Sep 2015

UBS will be conducting a merger of its UBS (Lux) Equity Fund-Taiwan on 29 October 2015. As the fund has now soft closed to subscriptions, we have had to take immediate action for regular premium policies. The merger impacts the following guided-architecture products: Oracle, Paragon and Quantum. Click on this story for full details and to view sample letters that have been issued to policyholder and investment advisers advising what action we will be taking ahead of the merger.

Change of Investment Manager - Amundi Islamic Global Resources - Published: 15 Sep 2015

As of 30 September 2015 the investment manager will change from Amundi to CPR Asset Management. This fund is available within our Oracle, Quantum and Paragon ranges. Click link for more details.

Fund Merger - Aberdeen UK Flexible Strategy Fund - Published: 28 Aug 2015

Aberdeen have proposed a merger of its Aberdeen UK Flexible Strategy Fund on 11 September 2015. The merger impacts the following guided-architecture products: Oracle, Paragon and Quantum. We will be taking action ahead of the merger for affected policyholders. Click on this story for full details and to view sample letters that have been issued to policyholder and investment advisers.

Change of Index - BNP Paribas Islamic Equity Optimiser Fund - Published: 18 Aug 2015

Effective 14 September 2015, the fund will change index to the “Dow Jones Islamic Market Developed Markets Top Cap Index”, amending its stock selection methodology in line with this. The change affects our guided architecture products: LifePlan, Oracle, Paragon, Quantum & Protected Lifestyle. Policyholders have been written to. Click on this story for more details.

Name and Objective Change - JPMorgan Eastern Europe Equity Fund - Published: 03 Aug 2015

Effective 30 September 2015, the fund will change name to the JPMorgan Emerging Europe Equity Fund and amend its objective and policy to reflect this. This affects our guided architecture products: Oracle, Paragon and Quantum. Policyholders have been written to. Click on this story for more details.

Name Change - Invesco Perpetual UK Aggressive Fund - Published: 30 Jul 2015

On 30 September 2015, the fund will change name to the Invesco Perpetual UK Focus Fund. This affects our guided architecture products: Oracle, Paragon and Quantum. As it is only a name change, policyholders have not been written to on this occasion.

Fund Merger - Aberdeen UK Opportunities Fund - Published: 30 Jun 2015

The Aberdeen UK Opportunities Fund will be merging into the Aberdeen UK Equity Fund on 10 July 2015. The merger impacts the following guided-architecture products: Oracle, Paragon and Quantum. We will be taking action ahead of the merger for affected policyholders. Click on this story for full details and to view sample letters that have been issued to policyholder and investment advisers.

Investment Policy Change - Pictet Absolute Return Global Diversified Fund - Published: 22 May 2015

Pictet will be making a number of changes including broadening the Fund's investment options on 26 May 2015. The changes impact the following guided-architecture products: LifePlan, Oracle, Paragon and Quantum. Click on this story for full details and to view sample letters that have been issued to policyholders and investment advisers.

Fund Closure - Investec GSF Managed Currency - Published: 22 May 2015

We have been informed by Investec Asset Management that they intend to close their Investec GSF Managed Currency Fund on 19 June 2015.

Name and Objective Change - Henderson Horizon Japanese Equity Fund - Published: 10 Mar 2015

The Henderson Horizon Japanese Equity Fund will change name to the Henderson Horizon Japan Opportunities Fund on 1 April 2015. It will also amend its objective and benchmark. The changes impact the following guided-architecture products: Oracle, Paragon and Quantum. Click on this story for full details and to view sample letters that have been issued to policyholders and investment advisers.

Fund Merger - JPM Global Consumer Trends Fund - Published: 12 Feb 2015

The JPM Global Consumer Trends Fund will be merging into the JPM Global Unconstrained Equity Fund on 27 March 2015. The merger impacts the following guided-architecture products: Oracle, Paragon and Quantum. We will be taking action ahead of the merger for affected policyholders. Click on this story for full details and to view sample letters that have been issued to policyholder and investment advisers.

4 New Islamic fund links for Oracle, Paragon, Quantum & LifePlan - Published: 12 Feb 2015

We’ve added more Islamic funds to our products, following adviser demand. This takes the core number of Islamic fund links to 9 for Oracle, Paragon and Quantum, and 6 for LifePlan. Click on this story for more details.

Fund Closure - Aberdeen UK Opportunities - Euro share class - Published: 06 Feb 2015

Aberdeen Asset Management Limited has closed its Euro denominated share class of the Aberdeen UK Opportunities fund. This impacts the following guided-architecture products: Oracle, Paragon and Quantum. Letters have been sent to policyholders and advisers. Click on this story for full details and to view sample letters.

22 new fund links for Oracle, Paragon and Quantum - Published: 03 Nov 2014

Following a fund review we are pleased to announce the addition of 22 new core fund links (that’s 40 when all currency variants are taken into account) to the ranges. The funds are available with immediate effect. The new links include Healthcare, Global Equity Income, Infrastructure and Alternative Energy. Click on this story for more details.

Funds Removed - Oracle, Paragon and Quantum - Published: 03 Nov 2014

Following a fund review we have removed 10 fund links (plus their currency variants) to new business with immediate effect. Existing policyholders can continue to invest in the affected funds for 3 months, at which point they will need to switch into an alternative fund. Click on this story for full details.

Base Currency Change - Henderson Horizon Japanese Equity Fund - Published: 22 Oct 2014

With effect 17 November 2014 the base currency of the fund will change from USD to JPY. This impacts the following guided-architecture products: Quantum, Oracle and Paragon. Policyholders invested in the fund as at 16 October 2014 have been written to. For more details click on this story.

Fund Closure - Natixis Gateway US Equities - Published: 29 Sep 2014

‘Natixis International Funds (Lux) I’ have advised that they will close the fund on 15 November 2014 due to rationalisation. This impacts the following guided-architecture products: Oracle, Paragon and Quantum. Letters have been sent to policyholders and advisers. Click on this story for full details and to view sample letters.

Fund Closure - Franklin Mutual Global Discovery 'A' Acc CHF Hedged - Published: 05 Sep 2014

After careful analysis and review, the board of directors of Franklin Templeton Investment Funds has decided to close the 'A (Acc) CHF Hedged' share with effect from 26 September 2014. This impacts the following guided-architecture products: Oracle, Paragon and Quantum. Letters have been sent to policyholders and advisers. Click for full details and to view sample letters.

Fund Closure - Parvest Opportunities USA Fund - Published: 04 Jul 2014

Following a programme of fund rationalisation, BNP Paribas will close its Parvest Opportunities USA Fund and merge all holdings into its Parvest Equity USA Value Fund on 18 July 2014. The Fund features in the following guided products: Oracle, Paragon and Quantum. Affected policyholders have been written to about the closure. Click on this story for the full details and to view sample letters.

Fund Changes - Natixis Hansberger Emerging Latin America Fund - Published: 02 May 2014

On 10 April 2014 the Fund will undergo a number of modifications which includes a change of name to "Natixis Emerging Latin America Equity". The Fund features in the following products: Oracle, Paragon and Quantum. For further details of the changes click on this story.

Fund Changes - Sarasin Agrisar Fund - Published: 02 May 2014

The fund will change its name to "Sarasin Food and Agriculture Opportunities" on 16 June 2014. Changes to share class references and charges will also apply. The Fund features in the following products: Oracle, Paragon and Quantum. For further details of the changes click on this story.

Fund Closure - BNY Mellon Evolution Global Alpha Fund - Published: 22 Feb 2014

We have been informed by BNY Mellon that they intend to close their BNY Mellon Evolution Global Alpha fund on 14 March 2014. The Fund features in the following products: Oracle, Quantum, Paragon and LifePlan. Affected policyholders have been written to about the closure. Click on this story for the full details and to view sample letters.

Fund Closure - BNY Mellon Vietnam, India & China fund - Published: 19 Nov 2013

We have been informed by BNY Mellon that they intend to close their BNY Mellon Vietnam, India & China Fund on 6 December 2013. The Fund features in the following products: Oracle, Paragon and Quantum. Affected policyholders have been written to about the changes. Click on this story for the full details and to view sample letters.

Name & Investment Policy Change - Henderson Gartmore Global Focus Fund - Published: 07 Nov 2013

On 1 December 2013 the Henderson Gartmore Global Focus Fund will undergo a change of name and an amendment to its investment policy. The fund features in the following products: Oracle, Paragon and Quantum. Affected policyholders have been written to about the changes. Click on this story for the full details and to view sample letters.

Fund merger - JPM Global Total Return - Published: 01 Nov 2013

On 25 October 2013 the JPM Global Total Return Fund merged into the JPM Global Capital Appreciation Fund. The merger affects the following products: Oracle, Paragon and Quantum. Policyholders have been written to about the merger. Click on this story for the full details and to view sample letters.

Fund Closure - Fidelity Funds Asia Pacific Property A Acc (EUR) Fund - Published: 11 Oct 2013

Fidelity fund managers have announced their intention to close their Fidelity Funds Asia Pacific Property Fund A Acc (EUR) fund on 18 December 2013. The closure affects the following products: Quantum, Paragon and Oracle. Policyholders have been written to about the closure. Click on this story for the full details and to view sample policyholder letters.

Fund closure - HSBC Amanah Global Equity fund - Published: 27 Aug 2013

Following a strategic review by HSBC, they intend to focus their Islamic finance offering on customers solely in Malaysia and Saudi Arabia, and remove the HSBC Amanah funds from all third party wholesale distributors by the end of August 2013. This affects our guided architecture products Quantum, Oracle and Paragon. The fund will be removed from the fund ranges with immediate effect. Click on this story to read details on how this affects existing investors and to view sample letters we have issued.

Fund Merger - JP Morgan Asia Pacific ex Japan Equity Fund - Published: 14 Aug 2013

On 13 September 2013 the JP Morgan Asia Pacific ex Japan Equity Fund will merge with the JPMorgan Asia Pacific ex-Japan Behavioural Finance Equity Fund. As a result, the merged funds will be re-named the JPMorgan Funds – Asia Pacific Strategic Equity Fund. This merger will affect the following products: Quantum, Oracle and Paragon. Click on this story for further details.

4 more funds added to Quantum, Oracle and Paragon - Published: 08 Jul 2013

We’ve added the Renaissance Pan-African fund and 3 funds from the Harmony Portfolio range which are managed by Momentum Global Funds. The July investment guides, which include the 4 additions, are available to download now. Click on this story for more details.

Closing to subscriptions - Renaissance Sub-Saharan fund - Published: 05 Jul 2013

Renaissance Asset Managers have advised that they intend to 'hard' close their Sub-Saharan fund as it is nearing capacity at a fund size of almost US$200 million. The closure to subscriptions will affect our guided architecture products Quantum, Oracle and Paragon. The fund will be removed as an investment option from these products with immediate effect and replaced with the Renaissance Pan-African fund. Affected policyholders have been written to.

Objective Change - Fidelity Emerging Europe, Middle East and Africa Fund - Published: 13 Jun 2013

We have been informed by the Fidelity board of Directors that the Emerging Europe, Middle East and Africa Fund will change its investment objective from 8 July 2013. A policyholder notification will be issued to those affected by the change. Click on this story for further details.

Performance fees - Amundi funds - Published: 10 May 2013

The Directors of the Amundi Fund range have announced that they have agreed to implement a performance fee for AU and AE classes of shares of several funds within their current fund range. The implementation will affect the following products: Oracle, Quantum and Paragon. All affected policyholders have been written to. Click on this story for further details.

Fund transfers - BNP Paribas L1 SICAV to Parvest SICAV - Published: 26 Apr 2013

BNP Paribas Investment Partners have announced that they are looking to separate out their two brands to target specific markets. They will be carrying out a number of fund transfers from their BNP Paribas L1 SICAV fund range into their Parvest SICAV fund range. These fund transfers will affect the following products: Oracle, Quantum and Paragon. Click on this story for further details.

Even more funds added to Oracle, Paragon and Quantum - Published: 12 Mar 2013

Following the recent launch of 13 new funds to the ranges, we're pleased to announce the addition of a further 7 funds with effect from March 2013. The funds include 2 single country equity funds, 3 more managed funds, an ASEAN equity fund and an Islamic fund investing in global resources. March investment guides, which include the 7 additions, are available to download now.

13 new fund links enhance the Quantum, Oracle and Paragon fund range - Published: 04 Feb 2013

We have just concluded our latest fund review and are pleased to announce the addition of 13 new links (21 when all currency variants are taken into account). If you want your clients to have exposure to Indonesia or Africa, or companies in the designer brands market, the new fund additions could offer you that investment opportunity.

Fund removals that affect Quantum, Oracle and Paragon - Published: 04 Feb 2013

We have just concluded our annual fund review and after in-depth analysis we have decided to remove 5 funds that no longer satisfy the requirements of the range. With effect from 4 February 2013 these funds will not be available to newly issued policies and will not be available to existing policyholders wishing to invest in the funds for the first time. A policyholder notification will be issued to those affected by the closures providing them with 3 months notice to select an alternative fund within the range.

Brand changes - JPMorgan/JF Funds - Published: 16 Jan 2013

JPMorgan have advised that they are removing the ‘JF’ brand from their funds. With effect from 4 February 2013, any JPMorgan fund that had 'JF' in its name will now be referred to as JPMorgan (for example, JF Singapore will become JPMorgan Singapore). We have a range of JF funds in both our new business and closed products. For the new business products the changes will be reflected in the published Investment Guides. The changes affect the following products: Prosper, Preference, Oracle, Quantum, Paragon and PIMS. Policyholder letters have been issued for the closed products.

Name and investment policy change - Natixis Harris Associates Global Value Fund - Published: 17 Dec 2012

On 7 January 2013, Natixis International Funds (Lux) will change the name of their Harris Associates Global Value Fund to the Natixis Harris Associates Global Equity Fund. There will also be a modification of the investment policy to withdraw the possibility for the fund to enter into securities lending, borrowing transactions as well as repurchase agreements and reverse repurchase agreements which will reduce the funds exposure to risk. The amendment affects the following guided architecture products: Oracle, Paragon and Quantum. Affected policyholders have been written to, notifying them of the changes.

Unit Split - Carmignac Patrimoine EUR Fund - Published: 10 Dec 2012

On 12 November 2012, Carmignac Gestion carried out a split on the units of the Carmignac Patrimoine A EUR Acc fund. In order to do this, the net asset value per unit has been divided by 10, which means that the number of units held by each shareholder has been multiplied by 10 (for example, if a shareholder held 5 units, they now hold 50). We are currently undertaking the administration process of applying this change to the policies of those invested in the fund. The changes affect the following guided architecture products: Oracle, Paragon, Quantum and LifePlan. Affected policyholders have been written to, notifying them of the unit split.

Fund Closure - Natixis ASG Laser - Published: 09 Nov 2012

The Board of Directors of the Natixis International Funds (Lux) have decided to liquidate the Natixis ASG Laser fund due to an economic rationalisation. The formal closure date will be 30 November 2012. The closure affects the following guided architecture products: Oracle, Paragon and Quantum. Affected policyholders have been written to to notify them of the closure.

Fund Closure - HSBC Amanah Asia Pacific ex Japan Equity and HSBC Amanah Europe Equity - Published: 24 Jul 2012

The Board of Directors of HSBC Amanah have decided to close their HSBC Amanah Asia Pacific ex Japan Equity Fund and their HSBC Amanah Europe Equity Fund on the 27 August 2012. As assets under administration have not grown sufficiently enough, and unlikely to in the future, to make either fund viable over the long term, they consider liquidation of the fund to be in the best interests of investors. The change affects the following guided-architecture products: Quantum, Paragon, Oracle. Affected policyholders have been written to.

Change of Objective - Schroder ISF Asian Bond Absolute Return Fund - Published: 21 Mar 2012

The board of directors of the Schroder International Selection Fund has decided to amend the investment objective and to change the methodology for calculating the global risk exposure of the Schroder ISF Asian Bond Absolute Return Fund with effect from 2 April 2012. The changes affect the following guided-architecture products: Preference, Kudos, Prosper, Quantum, Paragon, Oracle, LifePlan. Affected policyholders have been written to to notify them of the changes.

Fund Closure – Selector World Shariah Value - Published: 16 Mar 2012

The Selector World Shariah Value Fund has been closed due to significant changes in its economic situation. Values have been returned to shareholders. The changes affect the following guided-architecture ranges: Quantum, Paragon, Oracle and LifePlan. Affected policyholders have been written to.