|Closing Date:||September 22nd, 2017||ISA Transfers:||September 1st, 2017|
|Start Date:||October 2nd, 2017||Maturity Date:||October 2nd, 2025|
|Product Type||Deposit Based|
|Investment Term||Maximum 8 years|
|Underlying Asset||FTSE 100 Index and EURO STOXX 50|
|Potential Gross Return||5.5% per annum|
|Capital Protection Capital investment protected. Stock market exposure is limited to ensure investors receive their initial deposit regardless of the performance of the index during the investment term.|
The Plan is designed to repay your initial deposit and deliver a return linked to the performance of the FTSE 100 and EURO STOXX 50 over the 8 year term. There is potential for the Plan to mature early (Kick-Out), returning your initial deposit plus a return depending on the performance of the FTSE 100 and EURO STOXX 50.
If at the end of years 4, 5, 6 or 7 both the FTSE 100 and EURO STOXX 50 are higher than their starting levels, the Plan will mature (Kick-Out) at that time and you will receive back your initial deposit plus 5.5% per annum (not compounded).
If at the end of year 8 both the FTSE 100 and EURO STOXX 50 are higher than their starting levels, the Plan will mature and you will receive back your initial deposit plus 44%.
f no Kick-Out occurs and either the FTSE 100 or EURO STOXX 50 are equal to or lower than their starting levels after 8 years, you will receive back your initial deposit with no return.
The Dual Index Kick-Out Deposit Plan has been designed for clients who are looking for alternatives to fixed rate cash products over the medium term, but can accommodate receiving their money back before the end of the 8 year term. It is aimed at clients who are looking for equity-linked returns but with a relatively low attitude to risk and are unwilling to risk their initial deposit, but are prepared to forego a fixed rate of interest for the potential of a higher annual return.
Fees for Non-Advised Investments
*A minimum fee of £50 applies for private investments.
Fees for Advised Investments
If you receive advice in the purchase of your Structured Product then this will incur an arrangement fee, but at just 1.5% this is lower than almost every other provider. Purchasing this way will ensure that you receive help and direction in choosing your plan, making it a good option for investors who are new to Structured Products.
You must download and read the Plan Brochure for a full description of all the benefits and risks involved in the plan, prior to proceeding with your investment.
If you do not fully understand the risks or are unsure as to the suitability of the investment, please contact usDual Index Kick Out Deposit Plan 3 Direct & ISA Application Form ISA Transfer Application Form SIPP / SSAS Application Form
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
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