For advisers
This page is only appropriate for independent financial advisers and not suitable for individual investors.
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For individual investors
We are no longer offering new Deposit Plans or Investment Plans.
After 12 years, Investec Bank plc has taken the decision to stop offering new structured products in the UK retail market via IFAs. More information on the decision to can be read here.
We will continue to support all existing Plans as they continue over the coming years. In the meantime, you can access valuations and support below.
Useful documents
Brochures, Key Information Documents, application forms and plans documents.
Live pricing
Bid and offer prices.
Valuations
View valuations for live and matured Plans.
Adviser support
Useful information for financial advisers.
Deposit plans
Information about the range of deposit plans.
Investment plans
Details of the Kick-Out Plans.
Structured Products
We'll continue to support all existing Plans over the coming years. If you need any help, our Adviser Support team are on hand to take your call. Please don’t hesitate to call them on
All other IFA services
If you wish to discuss Investec’s core Financial Adviser services or how your clients can gain exposure to structured products through our DFM offering, please contact us on
Discover how wealth management services provided by our long-term strategic partner, Rathbones, could benefit you and your clients
Bespoke DFM
A highly flexible bespoke discretionary fund management service that is typically for portfolios greater than £150,000. It can be applied to a number of structures (included joint or sole accounts, ISAs and trust assets).
MPS on Platforms
Offering amongst the lowest AMC for an actively managed MPS in the UK, our service has a 5 year track record and is underpinned by our best-in-class research.
AIM Portfolio IHT Plan
Protect your clients' assets from IHT by investing in firms that qualify for business property relief. The plan can reduce IHT liability after only two years. This service is for investments over £100,000.
Bespoke DFM
A highly flexible bespoke discretionary fund management service that is typically for portfolios greater than £150,000. It can be applied to a number of structures (included joint or sole accounts, ISAs and trust assets).
MPS on Platforms
Offering amongst the lowest AMC for an actively managed MPS in the UK, our service has a 5 year track record and is underpinned by our best-in-class research.
AIM Portfolio IHT Plan
Protect your clients' assets from IHT by investing in firms that qualify for business property relief. The plan can reduce IHT liability after only two years. This service is for investments over £100,000.