Since 2005 we have developed a portfolio of ‘structured products’, complementary to our clients’ investment needs. Whilst there are a number of variations, in essence, a structured product provides a high level of capital security (sometimes as strong as a FSCS-protected bank deposit), but with returns correlated with the performance of various investment markets.
Much like property syndication, clients are encouraged to invest in relatively small denominations, sequentially, over time. In this way, a portfolio can be built that can provide a very high level of capital security; investment returns linked to the performance of some of the most exciting investment markets around the world; and a stream of redemptions, typically after five years, that can be used to assist in many ways, from the provision of pension payments if held with a pension scheme, to funding many other needs around personal and family requirements.
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Closing date: 23 May 2013 Morgan Stanley Global Energy Growth Plan – OPEN FOR SUBSCRIPTION We have worked in conjunction with Morgan Stanley to offer clients a six-year plan linked to five globally diversified energy companies. The plan offers a potential kick-out opportunity in year three (June 2016). |
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Closing date: 22 Feb 2013 Walker Crips Global Step Down Kick-Out Plan 2 – PLAN FULLY SUBSCRIBED We have worked in conjunction with Walker Crips to offer clients a seven-year plan linked to the FTSE 100, S&P 500 and Eurostoxx 50 indices; it has the potential of kicking out at six observation points starting from year two on 22 December 2015. |
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Closing date: 22 Feb 2013 Walker Crips Emerging Markets Kick-Out Plan 2 – PLAN FULLY SUBSCRIBED We have worked in conjunction with Walker Crips to offer clients a six-year plan linked to the HSCE (Hang Seng China Enterprises Index), the DBIX (Deutsche Börse India Index), and the MSCI (Morgan Stanley Capital International Brazil) indices; it has the potential of kicking out at six observation points starting from year one on 22 February 2014. |
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Closing date: 23 Nov 2012 Walker Crips Global Equity Income Plan Three – PLAN FULLY SUBSCRIBED We have worked in conjunction with Walker Crips Structured Investments to offer clients a six-year plan linked to five global businesses; Unilever, GlaxoSmithKline, Vodafone, Wal-Mart and J P Morgan. A fixed income of 7.25% per annum is paid on a six-monthly basis irrespective of the performance of each of the shares. |
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Closing date: 23 Nov 2012 Walker Crips Step Down Kick-Out Plan – PLAN FULLY SUBSCRIBED We have worked in conjunction with Walker Crips Structured Investments to offer clients a six-year plan linked to the FTSE 100, S&P 500 and Eurostoxx 50 indices; it has the potential of kicking out at six observation points starting from year one on 2 December 2013. If all of the indices are higher at the first observation point on 2 December 2013 compared with the initial levels, the plan will mature early with the full return of the initial capital plus a growth payment of 8%. |
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Closing date: 02 Oct 2012 Morgan Stanley Global Industrials Kick-Out Plan – PLAN FULLY SUBSCRIBED This plan has a six-year term with Morgan Stanley and is based on the performance of five of the world’s largest and most dominant companies in the industrial sector which are Caterpillar, Mitsubishi, Siemens, United Technologies and Vinci with a potential return of 10.7% for each year the plan is in force. |
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Closing date: 31 Jul 2012 Morgan Stanley Deposit Income Plan – PLAN FULLY SUBSCRIBED We have worked in conjunction with Morgan Stanley to offer clients a six-year plan with the potential for a 6% annual income, depending on the performance of the leading stock market indices of the UK and the Eurozone. |
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Closing date: 25 May 2012 Walker Crips Global Brands Kick-out Plan – PLAN FULLY SUBSCRIBED Burberry: £13.72, Richemont: CHF 55.45, Estee Lauder $54.96, LVMH €118.3, Tiffany: $56.32We have worked in conjunction with Walker Crips Structured Investments to offer clients a six-year plan linked to companies with strong consumer brands with the potential for an 8% annual return if four out of the five share prices are level or above their initial price at one of seven observation points, starting from year three. |
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Closing date: 04 May 2012 Walker Crips Global Equity Income Plan 2 – PLAN FULLY SUBSCRIBED Barclays: GBP 2.028, British American Tobacco: GBP 31.35, Apple: USD 566.71, Volkswagen: EUR 58.76 and BASF: EUR 58.76We have worked in conjunction with Walker Crips Structured Investments to offer clients a six-year plan linked to the share price performance of five global companies, which provides an attractive income stream of 10% per annum for the next six years. |
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Closing date: 20 Apr 2012 Investec FTSE 100 Kick-Out Deposit Plan 27 – PLAN FULLY SUBSCRIBED FTSE 100: 5,758.11We have worked in conjunction with Investec to offer clients a five-year deposit which offers kick-out opportunities in year two, three, four or five, with a return of 6.25% for each year the plan is in force (6.25% annual effective rate). |
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Closing date: 08 Mar 2012 Walker Crips Global Equity Income Plan – PLAN FULLY SUBSCRIBED BMW: EUR 70.5, BP: GBP 4.939, Johnson & Johnson: USD 64.74, Microsoft: USD 31.99, Roche: CHF 158.4We have worked in conjunction with Walker Crips to offer clients a structured product opportunity linked to five leading global companies; BMW, BP, Johnson & Johnson, Microsoft and Roche. The Global Equity Income Plan offers an attractive 10% per annum income stream. |
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Closing date: 08 Mar 2012 Walker Crips Global Equity Kick-Out Plan – PLAN FULLY SUBSCRIBED BMW: EUR 70.5, BP: GBP 4.939, Johnson & Johnson: USD 64.74, Microsoft: USD 31.99, Roche: CHF 158.4We have worked in conjunction with Walker Crips to offer clients a structured product opportunity linked to five leading global companies; BMW, BP, Johnson & Johnson, Microsoft and Roche. Global Equity Kick-Out Plan offers a potential return equivalent to 8% per annum. |
