|Closing Date:||April 27th, 2018||ISA Transfers:||April 6th, 2018|
|Start Date:||May 8th, 2018||Maturity Date:||May 8th, 2024|
Potential Return: 7% 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
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.
The closing date for applications by cheque is April 18th, 2018
The closing date for applications by ISA transfers is April 4th, 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 0.3%* 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.
The Plan is designed to repay your initial investment and deliver a return if the FTSE 100 is higher than 90% of its starting level.
If at the end of years 3, 4, 5 or 6 the FTSE 100 is higher than 90% of its starting level the Plan will mature (Kick-Out) returning your initial investment plus a fixed payment equal to 7% per annum (not compounded).
However, if the Plan runs for the full 6 years and at the end of year 6, the FTSE 100 finishes lower than 50% of its starting level, your initial investment will be reduced by 1% for every 1% fall in the FTSE 100 at the end of the Plan.
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.