|Closing Date:||September 22nd, 2017||ISA Transfers:||September 1st, 2017|
|Start Date:||October 2nd, 2017||Maturity Date:||October 2nd, 2023|
Potential Gross Return: 8% per annum
Investment Type: Auto-Call/Kick-Out
Product Type: Capital at Risk
Investment Term: Maximum 6 years
Minimum Investment: £3,000
Underlying Asset: FTSE 100 Index and S&P 500 Index
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 closing date for applications by cheque is September 14th, 2017
The closing date for applications by ISA transfers is August 30th, 2017.
This will enable us to process your application and forward it on to the structured product provider.
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
All non-advised sales carry an arrangement fee of just 0.3%* 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.
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.
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.