|Closing Date:||May 26th, 2017||ISA Transfers:||May 5th, 2017|
|Start Date:||June 5th, 2017||Maturity Date:||June 5th, 2023|
|Product Type||Capital at Risk|
|Investment Term||Maximum 6 years|
|Underlying Asset||FTSE 100 Index|
|Potential Gross Return||7.75% per annum|
|Capital Protection Capital is at risk if the Plan runs for the full 6 years and the FTSE 100 falls by more than 50% at any point during the Plan and finishes equal to or lower than 80% 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.|
The Plan is designed to repay your initial investment and deliver a return dependent on the performance of the FTSE 100.
Potential for maturity at the end of years 2, 3, 4, 5 or 6 with a fixed payment equal to 7.75% per annum (not compounded), if the FTSE 100 is above a reducing percentage (reduction of 5% per annum) of its starting levels.
The Reference Levels are as follows: year 2 at 100%; year 3 at 95%; year 4 at 90%; year 5 at 85% and year 6 (Final Level) at 80%
If the Plan continues to the end of year 6, the closing levels of the FTSE 100 are used to calculate the Final Index Level, as explained below:
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. The payoff profile has been designed to suit clients who are cautious on equity market growth. Clients are likely to have a medium to high attitude to risk and be prepared to risk their capital in order to potentially achieve higher returns. This product is aimed at a more market cautious client who has high financial sophistication.
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 Step Down Kick-Out Plan 11 (Investec Option) 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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