Structured Investments

Structured Investments

The value of investments, and the income from them, can fall as well as rise, and you may not get back the full amount you invest. You should note that some structured investments put your capital at risk, please revert to your specific terms & conditions.

Structured investments provide exposure to financial markets with the potential for either capital growth linked to the performance of the underlying market or a fixed dividend income. It also aims to return your initial investment amount in full in certain circumstances, as long as you hold your investment until the end of the fixed term.

To find out more about your particular investment select the relevant option below. You can find the specific name of your investment in your contract note, however if you are unsure which investment you hold or have lost your letter please get in touch.

The information held within these reports is not a valuation; any capital growth will not be known until maturity.

Accordion

Icon expand Investment Fund

You can find the specific name of your investment in your contract note, however if you are unsure which investment you hold or have lost your letter please get in touch.

The following information is not a valuation of your product. Please refer to your product literature for a more detailed account of how returns are calculated. Please note that all levels are displayed to two decimal places.

Name of Product Strike Date Maturity Payment Date Term (years) Index Initial Level Level at the end of December

Investment Fund 12 Transatlantic Defensive Growth

28/09/2011

28/09/2016

5

FTSE100

S&P500

5,217.63

1,151.06

6,395.65

2,102.63

 

Accordion

Icon expand Capital Protected Investment Plan or Protected Investment Plan

You can find the specific name of your investment in your contract note, however if you are unsure which investment you hold or have lost your letter please get in touch.

The following information is not a valuation of your product. Please refer to your product literature for a more detailed account of how returns are calculated. Please note that all levels are displayed to two decimal places.

 

Name of product

Strike Date

Maturity Payment Date

Term (years)

Index

Initial Level

Level at the end of December

Capital Protected Investment Plan 1 Navigator

10/11/2010

10/05/2016

5.5

RBS UK Navigator

245.97

196.41

Capital Protected Investment Plan 2 Balanced Sector

27/04/2011

27/04/2016

5 and 1 week

RBS UK Balanced Sector

282.96

242.99

Protected Investment Plan 3

01/08/2012

01/02/2018

5 year and 6 month

Autopilot Stratgey

100

108.16

Accordion

Icon expand Income Investment Plan

You can find the specific name of your investment in your contract note, however if you are unsure which investment you hold or have lost your letter please get in touch.

The following information is not a valuation of your product. Please refer to your product literature for a more detailed account of how returns are calculated. Please note that all levels are displayed to two decimal places.

 

Name of product

Strike Date

Maturity Payment Date

Term (years)

Index

Initial level

Income Investment Plan 1

06/07/2012

10/07/2017

5

FTSE100

5,662.63

Income Investment Plan 2

21/09/2012

25/09/2017

5

FTSE100

5,852.62

Helping you invest Frequently Asked Questions

Will I receive a regular performance statement?

Every 6 months (20th February & 20th August), we will send you a full statement providing you with an update on the performance of the investment.

What do I do if I have not received a performance statement ?

If you have not received your statement within 25 business working days of the above dates you should contact us.

I want to cancel my investment?

Structured investments are designed to be held for the full fixed term and if you decide to cancel your investment before the Maturity Date, you may not get back your initial Investment amount. The amount you get back is dependent on prevailing market conditions at that time. All cancellations will be processed in line with the Terms and Conditions.

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