Newly launched 5 Year UK & US Kick-Out, a new plan from Causeway Securities
With interest rates at historical lows, downward pressure on dividends and volatile equity markets, investors are becoming increasingly attracted to the benefits of structured products.
We are pleased to share with you – the newly launched 5 Year UK & US Kick-Out, a new plan from Causeway Securities.
Please click on the following link to access the Brochure, Key Information Document and Application Forms:
A brief summary of the plan is detailed below:
Morgan Stanley 5 Year UK & US Kick-Out Plan
Potential coupon of 10.2% for each year held if the underlying’s are above their initial strike level on any annual observation date.
Don’t Forget the Risks
As with all forms of investment there are risks involved. These plans do not guarantee to repay the money invested. The potential returns of the plans and repaying the money invested are linked to the level of the stock market and also depend on the financial stability of the Issuer and Counterparty Bank.
Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The performance data does not take account of the commissions and costs incurred on the issue and redemption of shares. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.
The promotion of the plans does not constitute ‘advice’ to invest. Advice is always specific to an individual investor’s circumstances and needs, following the process of ‘know your customer’, with the aim of ensuring that any product is suitable for an investor.
As always, the recommendation and common sense approach is to consider product solutions as a portfolio, never over-exposing oneself to a point of financial pain and suffering liquidity or counterparty over exposure.
At the Best Price FS price point (when combined with our smiley and helpful service) the Investec plans are certainly worthy of consideration for inclusion within investment portfolios.
Simply get in touch if you wish to receive regulated advice in relation to the ‘suitability of the plans to meet your investment needs’.
Best Price FS Team