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Causeway Securities FTSE 100 5 Year Deposit Plan

  • Monday, June 27, 2022
Causeway Securities FTSE 100

Causeway Securities launch new tranche of their FTSE 100 5 Year Deposit Plan – August 2022
Causeway Securities FTSE 100
 

Causeway Securities FTSE 100. We  are writing to let you know that Causeway Securities have launched a new tranche of the following plan for August 2022:

FTSE 100 5 Year Deposit Plan – June 2022

Option 1
The Plan, with Royal Bank of Canada as Deposit Taker, offers 31.7% return (6.34%pa) if at maturity the FTSE 100 is equal to or above its start level. If the FTSE 100 is below its start level at maturity, the Plan will return full capital. The Plan is covered by the Financial Services Compensation Scheme.

Option 2
The Plan, with Royal Bank of Canada as Deposit Taker, offers 26.5% return (5.3%pa) if at maturity the FTSE 100 is equal to or above 90% of its start level. If the FTSE 100 is below 90% of its start level at maturity, the Plan will return full capital. The Plan is covered by the Financial Services Compensation Scheme.

Key Dates:
ISA transfer deadline: 22nd July 2022
Application form and monies deadline (including Direct Investment & ISA Subscriptions 2022/23): 5th August 2022
Start Date: 12th August 2022

A brief summary of each of the plans is detailed below.
Causeway Securities FTSE 100
Causeway Securities FTSE 100 5 Year Deposit Plan – August 2022

OPTION 1The Causeway Securities FTSE 100 5 Year Deposit Plan – August 2022 (Option 1) is a 5 year Digital Growth Deposit Plan offering a Potential Investment Return on capital at Maturity of 31.7% of the money invested (6.34% p.a).

Deposit Taker: Royal Bank of Canada.

Capital Protection: Your Initial Capital will be returned in full at Maturity, regardless of the performance of the Underlying Asset but subject to Deposit Taker solvency.

Potential Investment Return – Option 1: The Potential Investment Return is 100% of Initial Capital plus a fixed gross interest payment of 31.7% of the money you invest at Maturity, if the Underlying Asset is equal to or above the Opening Level. If the Final Level is below its Opening Level, no growth payment will be payable at the Maturity Date.

OPTION 2The Causeway Securities FTSE 100 5 Year Deposit Plan – August 2022 (Option 2) is a 5 year Digital Growth Deposit Plan offering a Potential Investment Return on capital at Maturity of 26.5% of the money invested (5.3% p.a.)

Deposit Taker: Royal Bank of Canada.

Capital Protection: Your Initial Capital will be returned in full at Maturity, regardless of the performance of the Underlying Asset but subject to Deposit Taker solvency.

Potential Investment Return – Option 2: The Potential Investment Return is 100% of Initial Capital plus a fixed gross interest payment of 26.5% of the money you invest at Maturity, if the Underlying Asset is equal to or above 90% of the Opening Level. If the Final Level is below 90% of its Opening Level, no growth payment will be payable at the Maturity Date.

Both of the above plans are only available on an ‘Advised’ basis.
Click here for more information on the Causeway Securities FTSE 100 5 Year Deposit Plan – August 2022 (Option 1)
Click here for more information on the Causeway Securities FTSE 100 5 Year Deposit Plan – August 2022 (Option 2)
About Royal Bank of Canada: Royal Bank of Canada (RBC) is Canada’s largest bank and one of the largest in the world by market capitalization. The bank provides a diversified set of personal and commercial banking, wealth management, insurance, investor and treasury services, and capital markets globally. It serves more than 17 million customers, businesses and group clients, individual, and institutional clients.

Causeway Securities FTSE 100

Don’t Forget the RisksAs with all forms of investment there are risks involved. These plans do not guarantee to repay the money invested. The potential returns of the plans and repaying the money invested are linked to the level of the stock market and also depend on the financial stability of the Issuer and Counterparty Bank.

Past performance is not a guide to future performance and may not be repeated.  Investment involves risk. The performance data does not take account of the commissions and costs incurred on the issue and redemption of shares. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.

The promotion of the plans does not constitute ‘advice’ to invest. Advice is always specific to an individual investor’s circumstances and needs, following the process of ‘know your customer’, with the aim of ensuring that any product is suitable for an investor.

As always, the recommendation and common sense approach is to consider product solutions as a portfolio, never over-exposing oneself to a point of financial pain and suffering liquidity or counterparty over exposure.

At the Best Price FS price point the Causeway Securities Plans are certainly worthy of consideration for inclusion within investment portfolios.

Warmest Regards.

Best Price FS Team
Advice: Simply click here to get in touch to receive regulated advice in relation to the ‘suitability’ of the plans to meet your investment needs.