|Closing Date:||September 22nd, 2017||ISA Transfers:||September 1st, 2017|
|Start Date:||October 2nd, 2017||Maturity Date:||October 2nd, 2023|
|Product Type||Capital at Risk|
|Investment Term||Maximum 6 years|
|Underlying Asset||FTSE 100 Index and S&P 500 Index|
|Potential Gross Return||8% per annum|
|Capital Protection Capital is at risk, if the Plan runs for the full 6 years and at the end of year 6, either the FTSE 100 or S&P 500 finish lower than 60% of their respective starting level, your initial investment will be reduced by 1% for every 1% fall in the worst performing index at the end of the Plan Term.|
The Plan is designed to repay your initial investment and deliver a return dependent on the performance of the FTSE 100 and S&P 500.
If at the end of years 2, 3, 4, 5 or 6 both the FTSE 100 and S&P 500 are higher than a specified percentage of their starting levels, the Plan will mature (Kick-Out) returning your initial investment plus a fixed payment equal to 8% per annum (not compounded).
The specified levels are 100% of each index’s Initial Index Level in year 2 and reduce by 5% per annum to 80% in year 6.
However, if the Plan runs for the full 6 years and at the end of year 6, either the FTSE 100 or S&P 500 finish lower than 60% of their respective starting level, your initial investment will be reduced by 1% for every 1% fall in the worst performing index at the end of the Plan Term.
Therefore, this Plan has been designed for clients who are looking for equity-linked returns over a 6 year period, but can accommodate receiving their money back before the end of the term. It is aimed at clients who have a medium attitude to risk and are prepared to risk their capital in order to potentially achieve higher returns.
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 Step Down Kick-Out Plan 17 (Investec Option) 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
Watch your finances flourish with our wide range of investment options. We offer Structured Products at flat-fee rates, all just a click away.Find out more
Structured Investment Plans offer higher opportunities for investment growth or income, but do not guarantee a return on your investment.Find out more