Investments

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Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

 

Not all areas of Tax Planning are regulated by the Financial Conduct Authority.

 

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested’

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STRUCTURED PRODUCTS

Making the most of your investments and savings.

Structured Products are individual investments designed to provide a fixed rate of return at a given point in the future. Just as there are many kinds of mutual funds, there are a wide variety of structured products currently available in the UK. Depending on their needs investors can select from a variety of products ranging from very simple income and growth plans to highly sophisticated investments which use derivatives and other financial instruments to create a capital return.

 

MK Financial Planning Limited is an appointed representative of pi financial ltd: Company Number 3556277. pi financial ltd is authorised and regulated by the 

Financial Conduct Authority and appear on the FCA website under reference 186419.

 

MK Financial Planning Ltd registered address is Financial House, Suite A, 267 Southmead Road, Westbury On  Trym, Bristol, BS10 5EL

 

; MK Financial Planning Ltd registered in England No: 05487160 and appear on the FCA website under reference 435374; pi financial ltd is registered in England. Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU

 

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Important Risk Information:

 

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

 

Different types of investment carry different levels of risk and may not be suitable for all investors. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice

Structured Products are often considered as stand – alone investments and compared as direct alternatives to for example cash, equities or corporate bond funds. However structured products work best when used in conjunction with other investments where the defined return and capital protection can be used to balance the higher risk unprotected equity strategy of some portfolios. Structured Products can also be used to provide investors with access to more sophisticated asset classes such as commodities or international markets without investing directly into an individual stock or fund.

 

Structured Products are designed to payout on a given day in the future and as such are designed to be held until maturity. The fixed term nature does mean that these plans are not designed to be cashed in early however to say that your investment is locked away is not true. In most cases access to capital is possible prior to maturity date although any capital protection or fixed benefit is usually withdrawn.