|Closing Date:||April 27th, 2018||ISA Transfers:||April 6th, 2018|
|Start Date:||May 8th, 2018||Maturity Date:||May 8th, 2024|
Potential Return: 5% per annum
Investment Type: Auto-Call/Kick-Out
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 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 deposit and deliver a return linked to the performance of the FTSE 100 over the 6 year term. There is also potential for the Plan to mature early (Kick-Out), returning your initial deposit plus a return depending on the performance of the FTSE 100.
If at the end of years 3, 4, 5 or 6 the FTSE 100 is higher than its starting level, the Plan will mature (Kick-Out) at that time plus a fixed payment equal to 5% per annum (not compounded).
If no Kick-Out occurs and the FTSE 100 is equal to or lower than its starting level after 6 years, 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 over the medium term, but can accommodate receiving their money back before the end of the 6 year term. It is aimed at clients who are looking for equity-linked returns but with a low attitude to risk and are unwilling to risk their initial deposit, but are prepared to forego a fixed rate of interest for the potential of a higher annual return.