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Adviser support

This website is for financial advisers only

Information and useful downloads for Structured Products.

New advisers start here

Financial advisers and Firms who are new to Investec Structured Products should follow the link below to register for our Investec for Advisers platform. You will be asked to complete our due diligence questionnaire and terms of business. Once completed, you will have the ability to submit client applications online, track applications, view valuations and much more. Applications can only be submitted via a financial adviser who has signed Terms of Business with us.

Login to our IFA platform

Investec for Advisers makes it easy for you to invest in our products, set up your clients and manage their portfolios 24/7.

How to invest

Who can submit applications?

Applications can only be submitted via a financial adviser whose firm has signed terms of business with us.
 
Remember, you can now invest in our plans online. Login to your account here.

Types of investment

  • Direct Investment
  • New ISA subscriptions for 2020/21
  • ISA Transfers 
  • SIPP/SSAS
  • Trustee
  • Corporate
  • Charities and Clubs
  • Nominee 

Useful documents

Adviser Due Diligence Support Pack

Maturities Overview

Backtesting Guides

The EVEN 30™ Index

Maturity Encashment Form

Deposit Plans vs. Investment Plans

Adviser Due Diligence Support Pack

Investec Bank plc Due Diligence Support Pack: Q3 - 2020
BNP Paribas Due Diligence Support Pack

Maturities Overview

This document gives you an overview of the maturity performance of our most popular Deposit Plans

Backtesting Guides

Guide to Backtesting: Deposit
Guide to Backtesting: Investment

The EVEN 30™ Index

EVEN 30™ Index Quarterly Factsheet
EVEN 30™ Index Calculation Summary

Maturity Encashment Form

Maturity Encashment Form

Deposit Plans vs. Investment Plans

Deposit Plans vs. Investment Plans

Useful links

Final Terms for our current and previous Plans, as well as copies of current and past Base Prospectuses.

View our current range of Deposit Plans and Investment Plans

FAQs

Questions and answers on our literature, technical guidance and general information.

  • When my client buys a Plan from Investec Structured Products do they take on any credit risk?

    When your client buys a Plan from Investec Structured Products their credit exposure will be to Investec Bank plc.

    Investec Bank plc, comprising the main banking activities of Investec’s UK operations, is regulated by the PRA and the FCA and is wholly owned by Investec plc.

  • Where can I get more information on Investec?

    For further information about Investec’s financial, capital and liquidity positioning, including latest results visit our Investor Centre

  • Who to contact if I have a complaint?

    Any complaint about any aspect of our Plans should be made to Investec Structured Products, PO Box 914, Newport NP20 9PE. (Telephone no. 0344 892 0942).

    If the client’s complaint is not dealt with to their satisfaction they can complain to the Investment Division, The Financial Ombudsman Service, Exchange Tower London E14 9SR. Making a complaint will not prejudice their right to take legal proceedings.

  • What is Investec Bank plc's credit rating?

    Investec Bank plc has a long-term rating of A1 (stable outlook) from Moody’s and BBB+ (Negative*) from Fitch.

     

    *On 24 July 2020, Fitch affirmed IBP’s Long-Term Issuer Default Rating (IDR) at BBB+ and removed the Rating Watch Negative (that had been placed on IBP’s ratings on 1 April 2020 following the onset of the COVID-19 pandemic) to reflect Fitch’s view that IBP’s ratings are not immediately at risk from the impact of the economic downturn. The outlook on the Long-Term IDR is negative to reflect the ongoing downside risks relating to COVID-19.

  • What is the relevance of credit ratings?

    It is the credit, rather than the credit rating that is important. Investors need to fully understand a credit rating before they use it as a guide for making investment decisions.

     

    Rating agency methodologies take into account a number of factors including quantitative, qualitative and support factors.

     

    While these methodologies take into account reported results, it is important to note that they are inherently subjective as a number of subjective weightings and forward looking assessments are applied before ultimately determining the rating assigned.

     

    Investec Bank plc’s operating fundamentals are solid and our current credit ratings reflect Investec Bank plc’s sound capitalisation, strong liquidity and adequate funding structure.

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Financial Services Compensation Scheme (FSCS)

Protecting your client's money

Your client's eligible deposits with Investec Bank plc are protected up to a total of £85,000 by the Financial Services Compensation Scheme, the UK's deposit guarantee scheme.
 
Any deposits held above the limit are unlikely to be covered.
 

Further information

For more information see the FSCS brochure, call the FSCS on 0800 678 1100, or visit their website.
Financial Services registration number: 172330 
 
investec fscs

Investec Bank plc does not offer advice or make any investment recommendations regarding these Plans. Investors should think carefully about the features and risks of these Plans and whether it suits investor’s personal circumstances and attitude to risk before deciding whether to invest. Investors should seek advice from a financial adviser in their jurisdiction before deciding to invest. Returns are in no way guaranteed and some of our Plans will place capital at risk. Investors may get back less than they invested. Past performance is not a reliable indicator of future performance.
 
Investec Structured Products is a trading name of Investec Bank plc. Investec Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. It is a member of the London Stock Exchange registered under Financial Services Register reference 172330. Investec Bank plc is a limited company registered in England and Wales at Companies House. Our registered office is 30 Gresham Street, London EC2V 7QP and our registered number is 00489604. Our VAT number is 480912639. Please read our terms & conditions