Structured Product Service

Meeting the needs of our clients

 

Our Structured Product Service has been created specifically for your clients who want a defined return over a defined period.

  • Managed by our specialist team
    We can offer your clients a choice of two portfolio options investing in structured products, to provide an alternative risk/reward profile, with the potential for positive returns in rising, flat or falling markets.

  • Capital Protection
    An element of capital protection is often built in, although few structured products offer 100% capital protection. With regards to taxation, the majority of structured products are subject to Capital Gains Tax (CGT) on any profits, rather than Income Tax, and are eligible for ISA/SIPP wrappers.

Find out more

Mark Stevens

Head of Intermediary Services

To speak to a specialist about our Structured Product Service, please call our team or complete our contact form.

Our related investment services for IFAs

Discretionary Portfolio Management

We will create a bespoke portfolio that reflects the mandate you have determined for your client. Typically for portfolios greater than £150,000.

Master Portfolio Service

Drawing on your detailed understanding of your clients’ investment objectives, you can choose from six pre-defined model portfolios. A discretionary collective-based service for investments from £50,000. 

AIM Portfolio IHT Plan

Designed to protect your clients’ assets from inheritance tax after only two years, this plan can also be set up inside an ISA. This discretionary service is suitable for investments over £100,000.

Platform Investment Service

To help you give your clients outstanding service, we have created a platform investment service to complement other services your clients may be using. 

Find out more

Mark Stevens

Head of Intermediary Services

To speak to a specialist about our Structured Product Service, please call our team or complete our contact form.

Useful downloads

Structured Product Rate Card
Structured Product Client Agreement

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See how else we can manage your clients' investments