Investment Offers

"Latest investment offers for income and growth".

 

Oliver Roylance Smith, Director

Latest Investment Offers

See below for a selection of latest investment offers from UK providers whether you are looking for income or growth. The plans below provide defined risk and return profiles over a defined investment term. 

Latest Investment Growth Plans
ProviderPlan NameCounterpartyISA OptionTermMaximum Potential ReturnMore Info
FTSE 100 Enhanced Kick Out PlanInvestec Bank plcyesUp to
6 years

9.65%

per annum

More Info >
  • 9.65% for each year (not compounded) provided the FTSE 100 finishes higher than its starting value (subject to averaging)
  • Potential to mature early, from year 1 onwards
  • Alternative collateralised option also available returning a potential 7% from year 2
  • Available for ISA, ISA transfer and direct investment 
  • Investment deadline for ISA transfers - 13 October 2017
  • Investment deadline for direct and ISA applications - 3 November 2017
  • Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it's initial level, in which case your initial investment will reduce by 1% for each 1% fall
  • Minimum investment £3,000
  • An arrangement fee applies to this plan
  • Product designed to be held for the full term
10:10 PlanNatixisyes10 years

8.4%

per annum

More Info >
  • 8.4% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
  • Alternative option 1 available returning a potential 7% pa if FTSE finishes up to 82.5% of its starting value over term of plan
  • Alternative option 3 available returning a potential 11.10% pa if FTSE finishes at or above 110% of its starting value
  • Potential to mature early, from year 2 onwards
  • Available for ISA, ISA transfer and direct investment
  • Investment deadline ISA transfers - 25 October 2017  
  • Investment deadline for direct and ISA by cheque - 8 November 2017
  • Investment deadline for direct and ISA by bank transfer - 15 November 2017 
  • Capital is at risk if the FTSE 100 Index has fallen by more than 30% at maturity from its starting value, in which case your initial investment will reduce by 1% for each 1% fall
  • Minimum investment £10,000
  • An arrangement fee applies to this plan
  • Product designed to be held for the full term
FTSE 100 Step Down Kick-Out PlanInvestec Bank plcyesUp to
6 years

7%

per annum

More Info >
  • 7% for each year (not compounded) provided the FTSE 100 finishes above kick out level
  • Kick out level reduces from 100% to to 80% over the term
  • Potential to mature early, from year 2 onwards
  • Alternative collateralised option available paying 5.6% with additional protection from 5 UK financial institutions
  • Available for ISA, ISA transfer and direct investment 
  • Investment deadline for ISA transfers - 13 October 2017
  • Investment deadline for direct and ISA applications - 3 November 2017
  • Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it's initial level, in which case your initial investment will reduce by 1% for each 1% fall
  • Minimum investment £3,000
  • An arrangement fee applies to this plan
  • Product designed to be held for the full term
Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. Income and growth returns are not guaranteed. There is a risk of losing some or all of your initial investment due to the performance of the underlying Index or commodity. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
Latest Investment Income Plans
ProviderPlan NameCounterpartyISA OptionTermMaximum Potential IncomeMore Info
FTSE 100 Defensive Income PlanInvestec Bank Plcyes8 years

7.60%

per annum

More Info >
  • 7.60% per year based on the performance of the FTSE 100 Index
  • Income paid even if Index falls by 20%
  • Alternative option paying up to 5.75 income if Index falls by up to 40%
  • Plan can mature early each year from year 2 onwards
  • Available for ISA, ISA transfer and direct investment
  • Investment deadline for ISA transfers - 13 October 2017
  • Investment deadline for direct and ISA applications - 3 November 2017
  • Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it's initial level, in which case your initial investment will reduce by 1% for each 1% fall
  • Minimum investment £3,000
  • An arrangement fee applies to this plan
  • Product designed to be held for the full term
FTSE Monthly Contingent Income PlanNatixisyesUp to 10 years

7.50%

per annum

More Info >
  • Up to 7.5% per year based on the performance of the FTSE 100 Index
  • Income paid even if Index falls by 15%
  • Monthly payments
  • Plan can mature early each quarter from eighteen months onwards
  • Alternative options available returning a potential 6% per year if FTSE falls by up to 25% and a potential 5.25% if the FTSE falls by up to 35%
  • Available for ISA, ISA transfer and direct investment
  • Investment deadline for ISA transfers - 25 October 2017
  • Investment deadline for direct and ISA applications by cheque - 2 November 2017
  • Investment deadline for direct and ISA applications by bank transfer - 8 November 2017
  • Capital is at risk if the FTSE 100 Index has fallen by more than 40% from its starting level at the end of the investment term, in which case your initial investment will reduce by 1% for each 1% fall below its starting value
  • Minimum investment £5,000
  • An arrangement fee applies to this plan
  • Product designed to be held for the full term
Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. Income and growth returns are not guaranteed. There is a risk of losing some or all of your initial investment due to the performance of the underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.

Investment Place is a trading name of Fair Investment Company Ltd which is authorised and regulated by the Financial Conduct Authority.