Capital Protection
All plans
Pre-investment interest paid at 1.50%.
Any early exit investment proceeds will be paid after one week.
High degree of Capital protection provided by securities issued by financial institutions with a credit rating of BBB by Fitch at the present time (August 2011). In the event of these financial institutions going into liquidation or failing to comply with the terms of the securities investors may lose money and get back less than they invested.
Below you will find the details of some selected Structured Investment products currently available for investment. We deal with a wide array of product providers in this category and this represents a small sample of what is available. There are usually many options for growth, income, deposit, annual kick out and accelerated growth versions.
If you are interested in this area and want to know what other products are open for subscription now then please contact me.
Remember if you have seen a product being advertised or if you have received details of discounts from other sources that you think is better than our own, we shall be happy to 'Match the Difference' in the usual way.
What Is a
Structured Investment
product?
Click here to find out more >
Cashback deals are available on all products.
For more info contact Andrew Graham on 020 7426 6216 or click here to email him
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DOWNLOAD| Investment Term | Underlying | Open Date | ISA Transfer Date | Closing Date | Date of Maturity | Early Exit Feature? | Early Exit Amount |
|---|---|---|---|---|---|---|---|
| 03/12/2008 |
Tax Treatment:
Minimum Return:
Participation in Underlying:
This product is now closed
Investec Structured Products
FTSE 100 Enhanced Kick Out Plan 17 (Investec Option)
DOWNLOAD| Investment Term | Underlying | Open Date | ISA Transfer Date | Closing Date | Date of Maturity | Early Exit Feature? | Early Exit Amount |
|---|---|---|---|---|---|---|---|
| 5 years | FTSE 100 | 15/11/2010 | 17/12/2010 | 31/12/2010 | Yes | 11.25% per annum |
Tax Treatment: The returns of the plan may be liable to UK Capital Gains tax.
Minimum Return: Capital at risk. 120% of FTSE 100 growth unless plan matures early. Initial deposit is fully returned at maturity unless the index level falls by more than 50%.
Participation in Underlying: Initial investment plus 11.25% per annum at the end of years 1 - 4.
The object of the plan is to provide attractive returns with the potential for early maturity if the index level rises above the starting level.
Early maturity dates:
17 Jan 2012
17 Jan 2013
17 Jan 2014
19 Jan 2015
The Initial Index Level is the closing level of the FTSE 100 on 17 Jan 2011.
The Final Index Level is the average closing level of the FTSE 100 on each business day from 22 July 2015 until 22 Jan 2016.
Cashback Offer: 2%
Click here for the relevant forms.This product is now closed
FTSE 100 Accelerated Growth Plan 22
DOWNLOAD| Investment Term | Underlying | Open Date | ISA Transfer Date | Closing Date | Date of Maturity | Early Exit Feature? | Early Exit Amount |
|---|---|---|---|---|---|---|---|
| 5 years | FTSE 100 | 15/11/2010 | 17/12/2010 | 31/12/2010 | 25/01/2016 | No | No |
Tax Treatment: The plan is subject to CGT for UK tax residents.
Minimum Return: Capital is at risk. Any decline in the FTSE 100 Level below the Initial Index Level will reduce on a one-for-one basis as compared to Initial Index Level.
Participation in Underlying: 200% of any rise in the FTSE 100 compared to Initial Index Level
An opportunity to deliver accelerated growth on the UK stock market with no upper limit on maximum returns. Capital is at risk if the FTSE 100 falls below Initial Index Level over the Investment Term.
The Initial Index Level is the closing level of the FTSE 100 on 17 Jan 2011
Cashback Offer: 2%
Click here for the relevant forms.This product is now closed
