Citi FTSE 100 Defensive Autocall Plan 40
A maximum eight year structured investment plan linked to the performance of the FTSE 100 Index. The Plan can mature at the end of years 2, 3, 4, 5, 6 or 7 returning your initial investment plus a fixed return equal to 6.60% p.a. not compounded, if the FTSE 100 is equal to or above a specified percentage of its Initial Index Level.
The closing date for ISA transfer applications is 1 September 2018.
Product Literature & Forms
You should always read the relevant plan brochure and any other plan documentation, for full details of the plan’s features, including any risks, and the terms and conditions. In addition to the plan brochure and terms and conditions there are other important documents, including a Key Information Document ('KID'), that you should consider, before deciding to invest in the plan.
If you do not fully understand the risks or are unsure as to the suitability of the investment, please contact us
How to Invest?
Applications for the Plan must be submitted via Best Price Financial Services and received by 5pm on 28 February 2020 for bank transfer applications.
The closing date for applications by cheque is 21 February 2020
This will enable us to process your application and forward it on to the structured product provider.
1 Firstly, print off and complete our Appropriate Assessment Questionnaire. All applications require two proofs of identity - see the questionnaire for more information.
2 Next download, print and complete the application form available. Note that product applications will have multiple documents, so please choose the one relevant to you.
3 Place 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
The Citi FTSE 100 Defensive Autocall Plan 40 is an 8 year structured investment plan that is designed to deliver a return dependent on the performance of the FTSE 100.
If at the end of year 2, 3, 4, 5, 6, 7 or 8 the FTSE 100 is equal to or above a specified percentage of its Initial Index Level, the Plan will Autocall (mature) returning your initial investment plus a fixed return equal to 6.6% p.a. not compounded.
If at the end of 8 years the FTSE 100 is lower than 75% of its Initial Index Level, your investment will have earned no return.
YOUR INVESTMENT IS AT RISK:
If the Plan runs for the full term and the worse performing Index finishes lower than 65% of its Initial Index Level (i.e. the Index has fallen more than 35%), your initial investment will be reduced by 1% for every 1% fall in that index.
WHO IS THE PLAN AIMED AT?
This Plan is targeted at clients who are looking for equity-linked returns over an 8 year period, but are comfortable that the investment may mature early. It is also intended for people who are cautious on equity market growth.
Investors should be prepared to risk their capital to have the potential of achieving higher returns. Investors should be able to understand complex products and the risks associated with this investment.
All investments carry risk. It is identifying those risks, understanding how they may affect an investment and assessing whether an investment is suitable for your circumstances that is important.
The potential returns of most structured products and repaying the money invested are usually linked to the level of a stock market index and also depend on the financial stability of the issuer and counterparty bank. You should only consider investing if you understand and accept the risk of losing some or all of any money invested.
You should always read the relevant plan brochure and any other plan documentation, for full details of a plan’s features, including any risks, and the terms and conditions. In addition to the plan brochure and terms and conditions there are other important documents, including a Key Information Document (‘KID’), that you should consider, before deciding to invest in a plan.
Structured products should only be considered as part of a diversified and balanced portfolio.
Below is a summary of some of the main risks usually associated with an investment in structured products plans: