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FTSE 100 Geared Returns Plan 31

An opportunity for your clients to receive attractive returns after 5 years given any increase in the FTSE 100.

Investec option

Return

80% return if the Final Index Level is higher than the Initial Index Level after 5 years. 100% of capital at risk.

If the FTSE 100 falls by more than 50% during the Plan and finishes below its starting level, your client’s initial investment is reduced by 1% for every 1% fall in the FTSE 100 at the end of the Plan.

The Initial Index Level is the closing level of the FTSE 100 on 12 March 2012.

The Final Index Level is the average of the closing levels of the FTSE 100 on each Business Day from, and including, 19 September 2016 to, and including, 17 March 2017.

Commission

3.5% of the initial investment, or 1.25% of initial investment plus 0.5% trail commission, payable on the Plan’s anniversary dates, or 1% initial commission only.

Commission rebates are not available for ISA investments.

UK 5 option

Return

65% return if the Final Index Level is higher than the Initial Index Level after 5 years. 100% of capital at risk.

If the FTSE 100 falls by more than 50% during the Plan and finishes below its starting level, your client's initial investment is reduced by 1% for every 1% fall in the FTSE 100 at the end of the Plan.

The Initial Index Level is the closing level of the FTSE 100 on 12 March 2012.

The Final Index Level is the average of the closing levels of the FTSE 100 on each Business Day from, and including, 19 September 2016 to, and including, 17 March 2017.

Collateralised

The UK 5 option is designed to reduce the potential loss to your client's investment in the event that Investec fails or becomes insolvent and to replace this with a risk spread across HSBC Bank plc, Nationwide Building Society, Santander UK plc, The Royal Bank of Scotland plc and Lloyds TSB Bank plc (the 'UK 5'). The Collateral will comprise a portfolio of securities issued by each of the UK 5 and/or cash and/or UK government debt.

Commission

3.5% of the initial investment, or 1.25% of initial investment plus 0.5% trail commission, payable on the Plan's anniversary dates, or 1% initial commission only.

Commission rebates are not available for ISA investments.