Blue Planet investment management

 FREQUENTLY ASKED QUESTIONS

Look to the left of this page for the most commonly accessed information you may need. Otherwise, the following Frequently Asked Question (FAQ) section has been put together to answer a whole range of commonly asked questions.

However, If you can not find what you are after then please fill out "The E-mail Enquiry" form here.

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  The Blue Planet Investment Trusts
2. Does Blue Planet Investment Trust pay dividends?
3. Can dividends be paid directly into my account?
4. I don't recognize the name of my Investment Trust. Has it changed its name?
5. Do you have a minimum investment period?
6. Who is Blue Planet Investment Management Ltd�s regulator?
7. Additional Investment Trust information: What are the Investment Trust's Fees, Key dates, ISIN / SEDOL numbers?
8. Does Blue Planet Investment Management Ltd provide a monthly fact / information sheet?
2. Does Blue Planet Investment Trust pay dividends?

The annual dividend payment date is June, which is to be taken as historical approximation.

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3. Can dividends be paid directly into my account?

There are a number of advantages in having your dividends paid direct to your bank account or building society.  Monies can be paid into your account immediately without the risk of having cheques lost/delayed in the post.  If paid via BACS the tax voucher will be sent to your address.

If you require your dividends to be paid directly into your bank account or building society, complete the details on the dividend mandate instruction which is on the reverse of your tax voucher, detach and send to:

Capita Registrars
The Registry
Ibex House
42-47 Minories
London
EC3N 1DX

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4. I don't recognize the name of my Investment Trust. Has it changed its name?

The name of the Investment Trust is Blue Planet Investment Trust plc, formerly Blue Planet International Financials Investment Trust plc.

The table below details all previous Investment Trust names.
Current Name
Former name(s)
BP Financials Growth and Income
- Cairngorm Building Societies Investment Trust
BP Worldwide Financials
- Cairngorm Demutualisation Investment Trust
- Blue Planet UK Financials Investment Trust
BP International Financials
- Cairngorm European Financial Sector restructuring Investment Trust
- Blue Planet European Financials Investment Trust plc

In June 2012, the shareholders voted the merger of Blue Planet Worldwide Financials Investment Trust and Blue Planet Financials Growth and Income Investment Trust  into Blue Planet International Financials Investment Trust. As a result, all the shares of Blue Plant Worldwide Financials and Blue Planet Financials Growth and Income Intevestment Trusts were converted into Blue Planet International Financials Investment Trust shares.

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5. Do you have a minimum investment period?

We are of the opinion that stock market investment horizons should be in the order of at least three to five years.

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6. Who is Blue Planet Investment Management Ltd�s regulator?

Blue Planet is authorised and regulated by the Maltese Financial Services Authority (www.mfsa.com.mt). We are also a member of The Association of Investment Companies (www.theaic.co.uk). For further information, please follow the link to our legal section.

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7. Additional Investment Trust information: What are the Investment Trust's Fees, Key dates, ISIN / SEDOL numbers?

 
Blue Planet International Financials I.T.
Management Fee
1.5% pa of gross assets
Performance Fee
None
I.T. Launch Date
24th March 1999
Year End
30th April
Continuation Vote
AGM 2014
Warrant Expiry Date
Expired
ISIN Code
GB0005327076
Sedol Number
0532707 GB

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8. Does Blue Planet Investment Management Ltd provide a monthly fact / information sheet?

You can subscribe to receive the Monthly Information Sheets for each of the Investment Trusts managed by Blue Planet Investment Management Ltd by visiting the "Download Section".  You will then be sent the Monthly Information Sheets every month via e-mail to the address provided.

Previous Monthly Information Sheets can also be accessed by visiting the "Download Section".

 

 

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