An 8 year Income plan Linked to the FTSE 100 & RUSSELL 2000 offering a 1.83% Quarterly income possibility.

Key Dates

Closing Date: 14 March 2018 ISA Transfers: 28 February 2018
Start Date: 16 March 2018 Maturity Date: 16 March 2026
Important: The closing date for applications by cheque is 5 March 2018 and by bank transfer is 11 March 2018.
*Important Information: The return of your capital depends on the performance of the FTSE 100 Index and Russell 2000 Index and the ability of the counterparties (Credit Suisse AG) to repay the monies.

Key Terms

Potential Return: 1.83% per quarter

Investment Type: Income/Auto-Call

Product Type: Capital at Risk

Investment Term: Maximum 8 years

Minimum Investment: £5,000

Underlying Asset: FTSE 100 Index and Russell 2000 Index

Capital Protection: 60% EUROPEAN BARRIER This is a feature that offers some capital protection if the index has fallen at maturity. In this case, if the FTSE 100 has not fallen by more than 40% at the end of 8 years your capital will be returned in full.

How to invest

Applications for the Plan must be submitted via Best Price Financial Services and received by 5pm on 11 March 2018 for bank transfers.

The closing date for applications by cheque is 5 March 2018

The closing date for applications by ISA transfers is 26 February 2018.

This will enable us to process your application and forward it on to the structured product provider.

1Firstly, print off and complete our Appropriate Assessment Questionnaire. All applications require two proofs of identity - see the questionnaire for more information.

2Next, click Download Plan on the left and download, print and complete the application form available. Note that Investec applications will have multiple documents, so please choose the one relevant to you.

3Place all completed documents - questionnaire, proofs of identity, application form and cheques for payment - in an envelope and post to:

Best Price Financial Services,
The Tythe Barn, 5 Eglwys Nunnydd,
Margam, Neath Port Talbot
SA13 2PS

Fees for Non-Advised Investments

All non-advised sales carry an arrangement fee of just 0.5%* of your investment. This is the cheapest percentage fee you'll find online, and all designed to help you make the most of your money. To work out the charge for your investment, use our simple cost calculator.

*A minimum fee of £75 applies for private investments.

How much does it cost to invest?

A minimum fee of £75 applies for ISAs, ISA transfers and Direct cash investments. All other investments carry a minimum fee of £100.

Further Information

The Dual Index Quarterley Contingent Income Plan March 2018 is a maximum eight year investment offering a potential gross investment return of 1.83% per quarter. The capital and investment return are linked to the performance of the FTSE 100 & RUSSELL 2000 Index.

This investment could pay a quarterly income of 1.83% of your initial investment. This will only be received if both indices close at or above 75% of their starting levels on the quarterly observation dates. If this condition is not met, you will not receive an income for that quarter.

This investment could end early from the end of year 2 and quarterly thereafter. This will occur if the worst performing index closes at or above 105% of its starting level on the kick out observation dates.

If your investment has not kicked out before maturity, there are three possible outcomes at market close on the maturity date:

  • If the worst performing index is at or above 75% of its starting level, you will receive your initial invested capital plus a final income payment of 1.83%.
  • If the worst performing index is below 75% of its starting level but has not fallen below 60% of its starting level, you will receive your initial invested capital but no final income payment.
  • If the worst performing index has fallen below 60% of its starting level, you will lose a proportion of your capital equal to the percentage fall in the worst performing index. As an example, if the worst performing index has fallen 70% from its starting level - you will lose 70% of your initial capital.