“MLP SafetyFirst” secures tax advantages as well as offering a minimum interest rate of 5 percent

• Exclusive solution for MLP clients
• Money market-oriented fund concept with high guaranteed rate of interest
• Option to switch to a Superfund by the end of November – optimised with respect to the coming flat-rate withholding tax

Wiesloch, 15th May 2008 - MLP, the independent financial planning and wealth management services provider, is offering its clients the opportunity to benefit from a high minimum rate of interest, whilst also securing themselves lasting tax advantages. “MLP Safety First-Option” offers investors a guaranteed interest rate of five percent in a money market-oriented fund concept before switching to a long term-oriented wealth investment concept featuring a multi-asset/multi-manager approach by 25th November 2008. While monitoring development at capital markets, Investors are free to choose their own timing for the transfer.

A particular feature of this approach is that the long-term investment concepts are designed as so-called Superfunds. This enables flexible management as well as ensuring that redeployed profits remain lastingly tax-free, even after the introduction of the flat-rate withholding tax. “This innovative approach means that our clients benefit from maximum flexibility as well as being able to combine attractive yield opportunities with tax-optimised structuring of their portfolio,” explains Horst Schneider, Head of Wealth Management at MLP.

The line-up of Superfunds includes the MLP Modular Wealth Management concept whereby investors simultaneously invest in a multitude of asset classes and benefit from the expertise of Feri Finance AG. Using a well-founded scientific method, the independent wealth manager filters out the most attractive investment markets and asset classes, and then works out an optimal portfolio structure. In a second step, Feri selects the best fund manager for each asset class and for each market respectively. This enables the adoption of a very individual investment strategy, coupled with a high degree of diversification. “Even for modest contributions, clients can still gain access to an ultra-modern investment approach that is usually otherwise only available to those investing large sums of money,” comments Schneider.