|Closing Date:||December 16th, 2016||ISA Transfers:||December 2nd, 2016|
|Start Date:||January 3rd, 2017||Maturity Date:||January 3rd, 2023|
|Product Type||Deposit Based|
|Investment Term||Maximum 6 years|
|Underlying Asset||FTSE 100 Index|
|Potential Gross Return||3.75% per annum|
|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 pays fixed annual payments of 3.75% from your deposit over the 6 year term. The remaining 77.5% of your initial deposit is returned at maturity, plus 22.5% if the FTSE 100 is higher than 90% of its starting level.
This Retirement Deposit Plan is available for investment as a cash ISA, Offshore Bond or SIPP/SSAS.
This Plan withdraws annual payments of 3.75% from your initial deposit, on each anniversary, regardless of FTSE 100 performance.
At the end of year 6, the return paid by this Plan depends on the performance of the FTSE 100, as explained below.
The FTSE 100 Retirement Deposit Plan has been designed for investors looking for fixed annual payments over a 6 year term and not dependent on drawing these payments to meet living expenses. Investors are willing to take the risk that actual returns achieved may be lower than fixed rate cash products, such as fixed rate bonds, but do not wish to risk losing their initial deposit and therefore this Plan is aimed at investors who have a low to moderate appetite for risk.
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 usFTSE 100 Retirement Deposit Plan 11 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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