|Closing Date:||20 July 2018||ISA Transfers:||29 June 2018|
|Start Date:||30 July 2018||Maturity Date:||30 July 2024|
Potential Return: 4.5% per annum
Investment Type: Growth/Auto-Call
Product Type: Deposit Based
Investment Term: Maximum 6 years
Minimum Investment: £3,000
Underlying Asset: FTSE 100 Index
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 closing date for applications by cheque is 11 July 2018
The closing date for applications by ISA transfers is 27 June 2018.
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 0.5%* 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.
The FTSE 100 Defensive Kick Out Deposit Plan 4 is a maximum six year deposit investment offering a potential investment return of 4.5% per annum. The investment return are linked to the performance of the FTSE 100.
If at the end of years 3, 4, 5 or 6 the FTSE 100 is higher than a specified percentage of its starting level, the Plan will mature returning your initial deposit plus a fixed payment equal to 4.5% per annum not compounded.
Reference Levels: 100% at year 3, 95% at year 4, 90% at year 5, 85% at year 6
The first Measurement Date will be three years after the Start Date. If an early maturity is not triggered on a Measurement Date, the Plan will remain in force until at least the next Measurement Date. In the event an early maturity is triggered, the gross investment return payable will be: 13.5% at year 3; 18% at year 4; and 22.5% at year 5.
If no Kick-Out occurs and the FTSE 100 is equal to or lower than 85% of its starting level after 6 years, you will receive back your initial deposit with no return.
The FTSE 100 Defensive Kick Out Deposit Plan 4 has been designed for clients who are looking for alternatives to fixed rate cash products in order to achieve capital growth over a 6 year term. They do not wish to risk losing their initial deposit and therefore the product is aimed at those who have a medium-low attitude to risk. 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.