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Causeway Securities launch new plans for November 2021

  • Tuesday, September 28, 2021

CAUSEWAY SECURITIES LAUNCH NEW PLANS FOR NOVEMBER 2021
 

We are writing to let you know that Causeway Securities have launched the following new plans for November 2021:

FTSE Euro Kick-Out Plan – November 2021
FTSE 100 Step Down Kick-Out Plan – November 2021 (available on an ‘Advised’ basis only)

A brief summary of the plans are detailed below.
causeway securities
Causeway Securities FTSE Euro Kick-Out Plan – November 2021

Potential Investment Return:  9.5% return on investment for each year the Plan runs (paid gross), only payable if the Plan Kicks-Out.

Kick-Out Level:  100% of the Opening Level on the Start Date.

Kick-Out Barrier:  The Plan will Kick-Out if the respective Closing Level of each Underlying Asset, on any Observation Date, is at or above 100% of its respective Opening Level. In this event an investor will receive their Initial Capital back, plus a Potential Investment Return of 9.5% for each year that the Plan has been in existence. The first Observation Date on which an early maturity could be triggered will be 7th November 2022, one year after the Start Date.

Capital Protection Barrier:  65% of the Opening Level (observed on the Final Observation Date of the Plan only). If on the Final Observation Date the Closing Level of the worst performing Underlying Asset is less than 65% of its Opening Level (representing a decline of more than 35% from the Opening Level), your Initial Capital will be lost at a rate of 1% for every 1% that the Final Level of the Underlying Asset is below its Opening Level.

About Morgan Stanley:  Morgan Stanley & Co. International plc is the Issuer of the Securities. They have not prepared this document and therefore accept no responsibility for its contents, nor any liability for any losses in connection with the information contained herein. Causeway Securities have prepared this document and accepts responsibility for it contents.
Click here for more details of the Causeway Securities FTSE Euro Kick-Out Plan – November 2021
Causeway Securities FTSE 100 Step Down Kick-Out Plan – November 2021

This plan is only available on an ‘Advised’ basis.

Potential Investment Return:  5.75% return on investment for each year the Plan runs (paid gross), only payable if the Plan Kicks-Out.

Kick-Out Level:  13 November 2023: 105%, 12 November 2024: 100%, 12 November 2025: 100%, 12 November 2026: 95%, 12 November 2027: 90%, 13 November 2028: 85%

Kick-Out Barrier:  The Plan will Kick-Out if the respective Closing Level of the Underlying Asset, on any Observation Date from end of Year 2, is at or above the Kick Out Level. In this event an investor will receive their Initial Capital back, plus a Potential Investment Return of 5.75% for each year that the Plan has been in existence. The first Observation Date on which an early maturity could be triggered will be 13 November 2023 two years after the Start Date.

Capital Protection Barrier:  65% of the Opening Level (observed on the Final Observation Date of the Plan only). If on the Final Observation Date the Closing Level of the Underlying Asset is less than 65% of its Opening Level (representing a decline of more than 35% from the Opening Level), your Initial Capital will be lost at a rate of 1% for every 1% that the Final Level of the Underlying Asset is below its Opening Level.

About Goldman Sachs:  Goldman, Sachs & Co. Wertpapier GmbH is the Issuer of the Securities. They have not prepared this document and therefore accept no responsibility for its contents, nor any liability for any losses in connection with the information contained herein. Causeway Securities have prepared this document and accepts responsibility for it contents.
Click here for more details of the Causeway Securities FTSE 100 Step Down Kick-Out Plan – November 2021
Don’t Forget the Risks

As 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