The Causeway Securities 6 Year UK & US Kick-Out Plan is a capital at risk investment with a potential investment return of 8.70% for each year the Plan runs (paid gross), only payable if the plan Kicks-Out.
This is a capital at risk investment offering a Potential Investment Return of 4.15% per semester (8.30% per annum) paid gross.
- Closing Date: Mar 12, 2021
- ISA Transfer: Feb 26, 2021
About Causeway Securities
Causeway Securities are Structured Investment Specialists based in Ireland, London, South Africa and the UAE.
Causeway Securities is an FCA authorised investment manager, offering innovative investment solutions and services to our clients and investors. The Company’s investment team have extensive industry experience in the structuring and distribution of products, with a track record of consistently delivering returns. The Company prides itself on the principles of transparency, efficiency and building lasting relationships with their clients.
Since being incorporated in April 2016, Causeway Securities have brokered circa $750m of investment into over 500 Structured Products issued from our panel of banks. Causeway Securities innovation and ability to ‘think outside the box’ allows them to deliver investment solutions which match or exceed client expectations. Products have been issued in GBP, USD, EUR, JPY, AUD and ZAR, across Global Stock Markets and Proprietary Indices.
Causeway Securities believe they can bring fresh investment ideas to the already established UK Structured Product market. James Brearley & Sons Limited have been appointed as their UK Plan Administrator, who are responsible for providing administration and custodian services. All products go through a strict Product Governance process, before being issued. Causeway Securities does not hold client money.
All investments carry risk. It is identifying those risks, understanding how they may affect an investment and assessing whether an investment is suitable for your circumstances that is important.
The potential returns of most structured products and repaying the money invested are usually linked to the level of a stock market index and also depend on the financial stability of the issuer and counterparty bank. You should only consider investing if you understand and accept the risk of losing some or all of any money invested.
You should always read the relevant plan brochure and any other plan documentation, for full details of a plan’s features, including any risks, and the terms and conditions. In addition to the plan brochure and terms and conditions there are other important documents, including a Key Information Document (‘KID’), that you should consider, before deciding to invest in a plan.
Structured products should only be considered as part of a diversified and balanced portfolio.
Below is a summary of some of the main risks usually associated with an investment in structured products plans:
Structured Products Investor newsletter
We are also delighted to be able to introduce a new client newsletter, the Best Price FS Structured Products Investor, with the support of Tempo.
Contributing journalists will include the highly respected Financial Times ‘adventurous investor’ columnist, David Stevenson.
The first publication also features an article written by the global head of Tempo, Chris Taylor.