|Closing Date:||20 July 2018||ISA Transfers:||29 June 2018|
|Start Date:||30 July 2018||Maturity Date:||30 July 2026|
Potential Return: 7% per annum
Investment Type: Auto-Call/Kick-Out
Product Type: Capital at Risk
Investment Term: Maximum 8 years
Minimum Investment: £3,000
Underlying Asset: FTSE 100 Index
Capital Protection: Capital is at risk if the Plan runs for the full 8 years and the FTSE 100 falls by more than 60% 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 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 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, 6, 7 or 8 with a fixed payment equal to 7% 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 100%; year 4 at 100%; year 5 at 95%, year 6 at 90%; year 7 at 85% and year 8 (Final Level) at 80%
If the Plan continues to the end of year 8, the closing levels of the FTSE 100 are used to calculate the Final Index Level, as explained below:
This Plan is comprised of Securities which are issued by SG Issuer (the Issuer), a subsidiary of Societe Generale, and guaranteed by Societe Generale (the Guarantor).
This Plan is collateralised in order to reduce the risk of potential loss to your investment should Societe Generale fail or become insolvent. Instead, the risk to your investment will be dependent on whether any of the four named UK institutions; the UK Four, (Aviva plc, Barclays Bank plc, HSBC Bank plc and Lloyds Bank plc) experience a Credit Event.
This Plan has been designed for clients who are looking for equity-linked returns over an 8 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.