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Causeway Securities launch new tranche of plans for March 2022

  • Wednesday, February 2, 2022
causeway securities

CAUSEWAY SECURITIES LAUNCH NEW TRANCHE OF PLANS FOR MARCH 2022
Causeway Securities
We are writing to let you know that Causeway Securities have launched a new tranche of the following plans for March 2022:

FTSE 100 Kick-Out Plan

The plan, issued by Société Générale, offers potential investment returns of 7.4% per annum paid gross, over a maximum 7-year term. The plan will mature early if the FTSE 100 is equal to or above its start level, observed annually from year 3.

The delayed kick-out feature allows the investor to roll up a minimum of 3 years return, while still offering 5 opportunities for a successful maturity.

Key Dates:
ISA transfer deadline: 4th March 2022
Application form and monies deadline (including Direct Investment & ISA Subscriptions 2021/22): 18th March 2022
Start Date: 25th March 2022

6 Year Climate Change Deposit Plan March 2022 

The plan, issued by Barclays Bank Plc, offers the Potential Investment Return is 100% of Initial Capital plus 200% participation (2x) in the growth of the SBTICCPE Index over the term of the Deposit Plan. The maximum return at Maturity (inclusive of Initial Capital) is capped at 136% of Initial Capital.

Key Dates:
ISA transfer deadline: 4th March 2022
Application form and monies deadline (including Direct Investment & ISA Subscriptions 2021/22): 18th March 2022
Start Date: 25th March 2022

A brief summary of the plans is detailed below.
Causeway Securities FTSE 100 Kick-Out Plan – March 2022

Potential Investment Return:  7.4% 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 the 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 7.4% for each year that the Plan has been in existence.

The first Observation Date on which an early maturity could be triggered
will be 25th March 2025, three 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 Société Générale:  The Counterparty of the Securities is Société Générale. If Société Générale were to fail or become insolvent, you could lose some or all of your investment and any return that may be due, irrespective of the performance of the Underlying Asset.
Click here for more details of the Causeway Securities FTSE 100 Kick Out Plan – March 2022
Causeway Securities 6 Year Climate Change Deposit Plan March 2022

Potential Investment Return:  The Potential Investment Return is 100% of Initial Capital plus 200% participation (2x) in the growth of the SBTICCPE Index over the term of the Deposit Plan. The maximum return at Maturity (inclusive of Initial Capital) is capped at 136% of Initial Capital.

Capital Protection:  Your Initial Capital will be returned in full at maturity, regardless of the performance of the Underlying Asset but it is important to note that this is Subject to Deposit Taker solvency.
Click here for more details on the Causeway Securities 6 Year Climate Change Deposit Plan March 2022
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
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.