Are Investment Notes right for you?

To help you decide if Investment Notes are right for you, we have summarised the key points to consider before investing.

 

Yes, I'm happy to invest in Investment Notes

I understand and accept there's a risk I may lose the amount of money I invest and there's no guarantee that the Investment Note will grow during the term.

I understand the way that the Investment Note works and what returns I can expect to get if it performs and I hold it for the full term.

The target return really appeals to me and I'm happy to accept the risk associated in return for trying to achieve this. I'm prepared to invest for the full length of the term, although I like having the flexibility of being able to sell my Investment Notes and take some money back at any time.

 

No, Investment Notes probably aren't right for me

I don't want to risk losing any of my capital.

It sounds OK but I'm not exactly sure what I'd be getting from Investment Notes.

The return looks OK but I'm not sure I want to put my capital at risk for that level of gain.

I don't feel comfortable with the idea of holding the investment for the full term, even though I know I could sell my Investment Note at any time albeit I might get back less than I invested.

 

We recommend that for any Investment Note you read the term sheet, which explains all the main benefits and terms of the Investment Note instrument.

Investment Notes. Innovation made simple. Invest now >>
Shut out the tax man. Get tax efficient >>