|Closing Date:||July 7th, 2017||ISA Transfers:||June 16th, 2017|
|Start Date:||July 17th, 2017||Maturity Date:||July 17th, 2022|
|Product Type||Deposit Based|
|Investment Term||Maximum 5 years|
|Underlying Asset||EVEN 30 Index|
|Potential Gross Return||1.2× any growth in EVEN 30|
|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 if the EVEN 30 increases over the Plan Term
110% (1.2 times) of any rise in the EVEN 30 after 5 years
If after 5 years the EVEN 30 is equal to or lower than its starting level you will receive back your initial deposit with no return.
Therefore, this Plan has been designed for clients who are looking for alternatives to fixed rate cash products in order to achieve capital growth over a 5 year term. They are looking for equity-linked returns but do not wish to risk losing their initial deposit. It is therefore aimed at those who have a relatively low attitude to risk.
The EVEN 30 is aimed at clients who have the capacity to understand a relatively complex underlying compared to a well-known equity underlying
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 usEVEN 30 Deposit Growth Plan 57 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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