The FTSE 100 Defensive Growth Plan is designed to repay your clients initial investment and deliver a return of 22% if the FTSE 100 is higher than or equal to 50% of the Initial Index Level after 6 years.

Key Dates

Closing Date: May 26th, 2017 ISA Transfers: May 5th, 2017
Start Date: June 5th, 2017 Maturity Date: June 5th, 2023
Important: The closing date for applications by cheque is May 18th, 2017 and by bank transfer is May 24th, 2017.
*Important Information: The return of your capital depends on the performance of the FTSE 100 Index and the ability of the counterparties (Investec Bank plc) to repay the monies.

Key Terms

Potential Gross Return: 22% return

Investment Type: Growth

Product Type: Capital at Risk

Investment Term: Maximum 6 years

Minimum Investment: £3,000

Underlying Asset: FTSE 100 Index

Capital Protection: Capital is at risk if the FTSE 100 falls by more than 50% at any point during the Plan, and finishes lower than its starting level, you will lose some or all of your initial investment.

How to invest

Applications for the Plan must be submitted via Best Price Financial Services and received by 5pm on May 24th, 2017 for bank transfers.

The closing date for applications by cheque is May 18th, 2017

The closing date for applications by ISA transfers is May 3rd, 2017.

This will enable us to process your application and forward it on to the structured product provider.

1Firstly, print off and complete our Appropriate Assessment Questionnaire. All applications require two proofs of identity - see the questionnaire for more information.

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
SA13 2PS

Fees for Non-Advised Investments

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.

*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.

How much does it cost to invest?

A minimum fee of £50 applies for ISAs, ISA transfers and Direct cash investments. All other investments carry a minimum fee of £100.

Further Information

The FTSE 100 Defensive Growth Plan 11 is designed to repay your initial investment and deliver a return of 22% if the FTSE 100 is higher than 50% of its Initial Index Level after 6 years.

How does the Plan work?

  • If the Final Index Level is higher than or equal to 50% of the Initial Index Level, you will receive back your initial investment plus 34%.
  • If the Final Index Level is lower than 50% of the Initial Index Level, your initial investment will be reduced by 1% for every 1% fall in the FTSE 100.

The FTSE 100 Defensive Growth Plan has been designed for clients looking for equity-linked returns over a 6 year period. It is aimed at those who have a medium to high attitude to risk and are prepared to risk their capital in order to potentially achieve higher returns. The payoff profile has been designed to suit clients who are cautious on equity market growth, and are willing to accept a lower potential return in order to have an increased chance of receiving a return.