BANK/SOCIETY
Structured Products - Capital at Risk % Gross Int to
Account INVESTEC BANK PLC
www.investecstructured Income Plan 17
products.com
INVESTEC BANK PLC Closes Invest Term Matures Offer Date FTSE 100 Enhanced 10.04.15 - Min Inv Costs Access Notes Earlier
6 Yr 27.04.2021 £3K No Yes M Plan pays a monthly fixed income of 0.44% gross. Capital month average closing level of If
the closing level of
www.investecstructured Kick-Out Plan 51
products.com
FTSE 100 Enhanced 10.04.15 - the index
the term, and the final average level 1% for every 1% fall
in the FTSE 100. Potential
6 Yr 27.04.2021 £3K No Yes M On maturity plan pays a fixed payment equal providing the FTSE 100 final
initial index level on the 10.5% gross pa, plus original investment at risk: 100%. Start date 27.4.2015. INVESTEC BANK PLC
www.investecstructured Kick-Out Plan 51
products.com
Institution Option)
FTSE 100 Enhanced 10.04.15 - (Financial
6 Yr 27.04.2021 £3K No Yes M On maturity plan pays a fixed payment equal providing the FTSE 100 final
initial index level on the 8.25% gross pa, plus original five UK financial investment institutions.
years 2, 3, 4 or 5 the five-day average closing level of the
index average is higher star t date
If
to 8.25% per annum, plus original than the initial
index
the plan will mature with a returned.
during the term, only capital will be returned at maturity. loss in the event of
Potential INVESTEC BANK PLC
www.investecstructured Kick-Out Plan 51
products.com
FTSE 100 Enhanced 10.04.15 - (Gilt Option)
6 Yr 27.04.2021 £3K No Yes M On maturity plan pays a fixed payment equal providing the FTSE 100 final
initial index level on the 7.75% gross pa, plus original investment
years 2, 3, 4 or 5 the five-day average closing level of the
index average is higher star t date
If
50% during the term, capital will be reduced by 1% for every 1% fall to reduce potential across
are subject
the FTSE 100 does not If
to level.
investment If at
the FTSE 100 (Kick-Out Level) fixed payment
returned is higher equivalent
the end of than to
fall by more than 50%
the FTSE 100 does fall by more than in the FTSE 100. Plan designed
Investec failing or becoming insolvent with a risk spread returns
capital
available within a NISA wrapper, SIPP or SSAS. Capital at risk: 100%. Start date 27.4.2015. to 7.75% per annum, plus original
than the initial
the plan will mature with a returned.
during the term, only capital will be returned at maturity. loss in the event of
METEOR ASSET
MANAGEMENT LTD 020 3301 5590
Crude Oil Kick Out 25.03.15 - Supertracker Plan March 2015
index
the FTSE 100 does not If
50% during the term, capital will be reduced by 1% for every 1% fall designed to reduce potential dependent on whether
the index star t is at least equal level. gains
the FTSE 100 (Kick-Out Level) fixed payment
tax.
investment If at
is higher Also returned equivalent
the end of than to
fall by more than 50%
the FTSE 100 does fall by more than in the FTSE 100. Gilt plan
the UK Government experiences a Credit Event. Potential
Investec failing or becoming insolvent with a risk returns are subject
capital gains tax. Also available within a NISA wrapper, SIPP or SSAS. Capital at date 27.4.2015.
if
will mature early with a gross growth payment of 24%. Capital the index has not term and the every 1% fall
final METEOR ASSET
MANAGEMENT LTD 020 3301 5590
Dual Kick Start 17.03.15 - Plan March 2015
fallen by more than 50%. level
is below the in the index. Potential least
the index is equal If
returns are subject equal to or higher to risk: 100%. Start
5 Yr 14.04.2020 £5K No Yes F On maturity plan pays 1.5 times the growth in the S&P GSCI Crude Oil Excess Return Index, providing the final close of business level of date. On the 27 September 2017,
to its opening level on the star t than its opening level,
the index is below 50% on any day during the investment level
at maturity, capital will be
a NISA wrapper, SIPP or SSAS. Counterpar ty: Morgan Stanley. Capital 27.3.2015.
the indices are equal investment. gains
mature early with a gross growth payment of 15%, equal for
to or higher each additional subject
than their opening levels, year
of
indices have fallen by more than 40%. are
to capital METEOR ASSET
MANAGEMENT LTD 020 3301 5590
FTSE Kick Out Plan 08.04.15 - April 2015
least equal the index
is equal
6 Yr 06.04.2021 £5K No Yes F On maturity plan pays 65% gross, providing the final close of business levels of Euro Stoxx 50 indices are at annual measurement day if
returned full the plan
to capital gains tax. Also available within at
returned in full on maturity providing reduced by 1% for risk: 100%. Star t date
to their opening levels on the star t date. On the to or higher if at
than their opening levels, on maturity
maturity, capital will be reduced by 1% for every 1% fall returns
If either or both indices are below 60% of tax. Also
available within Counterparty: BNP Paribas. Capital at risk: 100%. Start date 19.3.2015.
6 Yr 26.04.2021 £5K No Yes M On maturity plan pays 54% gross, providing the final close of business level of at if
growth payment of 9%, index has not capital will be
METEOR ASSET
MANAGEMENT LTD 020 3301 5590
FTSE Quarterly 18.03.15 - Defensive Kick Out Plan March 2015
is equal for each year of
fallen by more than 40%. reduced by 1% for
to or higher than
than its opening level, investment. Capital If
the index every 1% fall
6 Yr 07.04.2021 £5K No Yes F On maturity plan pays 38.4%, plus original 100 Index
commencing 20 March 2017, indices. Potential REYKER 0207 397 2590
Index Income Plan March 2015
Plan 90 - Dual 17.03.15 - investment
investment its opening
the investment will mature early with a gross payment of 1.6% for each quarter in force, plus original the start
the index is equal returned.
If the closing level of to capital gains tax. the index
level at maturity, capital will be reduced by 1% for every 1% fall returns are subject
to or higher than 80% of their initial
date. From the second anniversary the plan will mature early if at
least 5% above the opening level. At maturity if either capital will be reduced by 1% for every 1% fall
SOCIETE GENERALE 0845 222 0562
Kick-Out Plan 1 (UK Four)
UK & Europe 02.04.15 - in
is below 60% of the
If on any index. Potential the FTSE 100 Index is
to its opening level on the start date. On the second, and subsequent anniversaries, to or higher
the plan will mature early with a gross returned in full on maturity providing the the start
returns
level at maturity, are
subject
returned providing the closing level of level.
to or higher is lower SIPP or SSAS. Counterparty: Morgan Stanley. Capital at risk: 100%. Start date 20.3.2015.
6 Yr 22.03.2021 £5K No Yes F Plan pays a quarterly income of 2.05% providing on quarterly measurement dates, the FTSE 100 Index and the EuroSTOXX 50 Index are equal
index index in the index. Potential
annual measurement dates. its opening level, not
plc). Potential
the FTSE 100 and the Euro Stoxx 50 are at If at
the closing level of is below 60% of
level, returns are subject least equal in the to income
tax. Also available within a NISA wrapper, SIPP or SSAS. Counterparty: Royal Bank of Canada. Capital at risk: 100%. Start date 20.3.2015.
6 Yr 12.04.2021 £10K No Yes M Plan pays a fixed payment of 11.5% pa gross from the second anniversary onwards, providing the close of business level of
the plan will mature. Capital
at maturity, capital will be Generale and the UK Four Scotland
SOCIETE GENERALE 0845 222 0562
UK & Europe Step 02.04.15 - Down Kick-Out
Plan 12 (UK Four) returns subject
fallen by more than 50% below the opening level. reduced by 1% for
to
the end of years 2, 3, 4, 5 or 6 the index is equal the index falls below 50% of
(Aviva plc, Barclays Bank plc, Lloyds Bank plc and The Royal Bank of are
every 1% fall capital
gains wrapper, SIPP or SSAS. Capital at risk: 100%. Start date 10.4.2015.
6 Yr 12.04.2021 £10K No Yes M Plan pays a fixed payment of 10% pa gross from the second anniversary onwards, providing the close of business level of
opening level on annual measurement dates. to or higher
plan will mature. Capital plc). Potential than 40% below the opening level. returns
the FTSE 100 and Euro Stoxx 50 is at If at
the index to least equal to a specified percentage of
than 100% (95% year 3, 90% year 4, 85% year 5 and 80% year 6) of returned in full on maturity providing the If
falls below 40% of are subject capital gains wrapper, SIPP or SSAS. Capital at risk: 100%. Start date 10.4.2015.
SOCIETE GENERALE 0845 222 0562
UK & US Step Down 02.04.15 - Kick-Out Plan 14 (UK Four)
6 Yr 12.04.2021 £10K No Yes M Plan pays a fixed payment of 9.5% pa gross from the second anniversary onwards, providing the close of business level of
opening level on annual measurement dates. to or higher
plan will mature. Capital than 40% below the opening level. returns
the FTSE 100 and S&P 500 Index is at If at
the index to least equal to a specified percentage of
than 100% (95% year 3, 90% year 4, 85% year 5 and 80% year 6) of returned in full on maturity providing the If
falls below 40% of are subject capital gains wrapper, SIPP or SSAS. Capital at risk: 100%. Start date 10.4.2015. March 2015 93 tax. Also
index has not the
star t level
capital will be reduced by 1% for every 1% fall based on the worst performing index. plc). Potential
its
the end of years 2, 3, 4, 5 or 6 the index is equal its opening level,
the
fallen by more at maturity, Counterparty:
Societe Generale and the UK Four (Aviva plc, Barclays Bank plc, Lloyds Bank plc and The Royal Bank of Scotland
available within a NISA tax. Also
index has not the
star t level its
the end of years 2, 3, 4, 5 or 6 the index is equal its opening level,
the
fallen by more at maturity,
capital will be reduced by 1% for every 1% fall based on the worst performing index. Counterparty: Societe Generale and the UK Four (Aviva plc, Barclays Bank plc, Lloyds Bank plc and The Royal Bank of Scotland
available within a NISA tax. Also
index. Counterpar ty: Societe available within
a NISA the start
to their opening levels on to or higher
returned in full on maturity providing the index has If
than level
level on the star t the indices is its star t
quar terly measurement to
capital gains tax. Also available within a NISA wrapper, SIPP or SSAS. Counterparty: Morgan Stanley. Capital at risk: 100%. Start date 10.4.2015.
the FTSE date
than its opening level on the start date, that
the plan has been than 60% of
in the worst performing Also available within a NISA wrapper,
providing the start
the FTSE 100 and the first
the plan will
the plan will mature early with an extra payment of 10% Capital
level
the end of years 2, 3, 4, or 5 the indices are in
neither at
in the worst performing index. Potential a NISA wrapper, SIPP or SSAS.
within a NISA wrapper, SIPP or SSAS. Start date 27.4.2015.
years 2, 3, 4 or 5 the five-day average closing level of the
index average is higher star t date
If
to 10.5% per annum, plus original than the initial
index
the plan will mature with a returned.
during the term, only capital will be returned at maturity.
the FTSE 100 does not If
50% during the term, capital will be reduced by 1% for every 1% fall returns are subject
level.
investment If at
the FTSE 100 (Kick-Out Level) fixed payment
returned is higher equivalent
the end of than to
fall by more than 50%
the FTSE 100 does fall by more than in the FTSE 100. Potential
to capital gains tax. Also available within a NISA wrapper, SIPP or SSAS. Capital
the FTSE 100 Index is equal is less than 50% of
returned in full on maturity providing the 6 to or higher
than the initial its initial index level.
is below its initial opening level, capital will be reduced by returns are subject
level on any business day during to income tax. Also available
INVESTMENTS
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