Structured Products – Why participation rates change Structured Products – Why participation rates change An easy to read article has been produced by Causeway Securities that assists in relation to why participation rates change. Click on this link to read the article that helps identify the key points that impact particpation rates. We trust you find the article helpful. Don’t Forget the Risks As with all forms of investment there are risks involved. These plans do not guarantee to repay the ..read more

IDAD launch Issue 2 of their UK Income Deposit Plan – July 2023 IDAD have launched a new tranche of their UK Income Deposit Plan – Issue 2 – July 2023 plan.  A summary of the plan is provided below but please refer to the Brochure for full details of the investment.  The plan is only available on an ‘Advised’ basis. The Deposit Taker for this plan is Royal Bank of Canada and a brief resume is provided below. About Royal Bank of Canada: Royal Bank of Canada is a diversi ..read more

Causeway Securities launch new tranche of plans for June 2023 We are writing to let you know that Causeway Securities have launched a new tranche of plans for June 2023: S&P 500 3 Year Defensive Deposit Plan – June 2023                         The Plan, with Barclays as Deposit Taker, offers a Potential Return of 18% paid at maturity (6% p.a.) if the S&P 500 is equal to or above 90% of the Opening level on the F ..read more

IDAD launch new Defensive Growth Deposit Plan – June 2023 IDAD have launched a new Defensive Growth Deposit Plan – Issue 1 – June 2023 plan.  A summary of the plan is provided below but please refer to the Brochure for full details of the investment. The Deposit Taker for this plan is Barclays Bank PLC and a brief resume is provided below. About Barclays Bank PLC: Barclays PLC is a global financial services provider engaged in retail banking, credit cards, wholesale banking, inv ..read more

Meteor – Counterparty League Tables: April 2023 As you are aware by now, we provide our investors with regular updates in relation to the counterparty league tables which Meteor provide which assesses the respective strength of the global investment banks.  If you would like to view these tables for April 2023 and obtain further information, then please click this link to read the commentary produced by Meteor.  Regulation We must point out that providing access to the Meteor article is not a recommendation to in ..read more

Tempo Issue 36 Long Kick-Out Plan Now open: exceptional terms…   Tempo Issue 36 now open: Details for the Long Kick-Out Plan Tempo has unveiled Issue 36 of its product suite this week, which continues to offer exceptional terms for investors, including plan options with high potential returns and / or deeply defensive conditions for generating positive returns. The Issue 36 terms continue to benefit from recent stock market volatility, which can improve the terms of capital at risk structured products. One change to flag / note is that Tem ..read more

Tempo Issue 36 Long Income Plan Now open: exceptional terms… Tempo Issue 36 is now open: Details for the Long Income PlanTempo has unveiled Issue 36 of its product suite this week, which continues to offer exceptional terms for investors, including plan options with high potential returns and / or deeply defensive conditions for generating positive returns. The Issue 36 terms continue to benefit from recent stock market volatility, which can improve the terms of capital at risk structured products. One change to flag / note is that Te ..read more

Tempo Issue 36 Long Growth & Kick-Out Plan Now open: exceptional terms…  Tempo Issue 36 now open: Details for the Long Growth & Kick-Out Plan * FT columnist David Stevenson’s pick for his ISA investment last year (see below)!  Tempo has unveiled Issue 36 of its product suite this week, which continues to offer exceptional terms for investors, including plan options with high potential returns and / or deeply defensive conditions for generating positive returns.The Issue 36 terms continue to benefit from recent stock market vol ..read more

Structured Deposits: David C Stevenson – Investment Columnist article You may be interested to read a recent article produced by David Stevenson who is a respected Investment Columnist (and advisory client at Best Price Financial Services Ltd).  Click this link to read the article. Deposit plans, as rates have increased, have increased in demand as inflationary pressures have impacted the real buying power so we see investors increase allocations of capital towards quality deposit products. A number of ..read more

OCTOPUS INVESTMENTS – Launch of new Future Generations Venture Capital Trust OCTOPUS INVESTMENTS – Launch of new Future Generations Venture Capital Trust Minimum Investment £3,000; Early bird discount of 2% before 3rd March 2023 The Octopus Future Generations VCT is now open, seeking to raise £30 million of investment. This VCT will be attractive to clients interested in investing thematically in businesses which can bring both positive societal change and financial return. With the end of the tax year approaching, we feel ..read more