Product Application - Individual

Appropriateness
Declaration
Personal information
Personal information
Personal information
Product selection
Product selection
Summary

Please answer the below questions so that MoneyWorld can access the appropriateness of these Investec Structured Products

It's important that investors understand how the Plan works and are satisfied it will help meet their investment objectives. This Plan won't be suitable for everyone, it's been designed to meet the investment objectives of investors with certain investment characteristics, i.e., the target market.

If you're unsure if you fall within the target market, or whether this product meets your specific requirements, we would always recommend seeking financial advice. It can be difficult to categorise people's knowledge and understanding, but to help us make sure this Plan could meet your needs please see the various attributes below of different types of investors.

Basic Investor

Basic knowledge of relevant financial instruments - a basic investor can make an informed investment decision based on the regulated and authorised documentation or with the help of basic information provided.
No financial industry experience, i.e. suited to a first time investor.

Informed Investor

Average knowledge of relevant financial products - an informed investor can make an informed investment decision based on the regulated and authorised documentation, together with knowledge and understanding of the specific factors/risks highlighted within them only
Some financial industry experience.

Advanced Investor

A good knowledge of relevant financial products and transactions.
Financial industry experience or accompanied by professional investment advice or included in a discretionary portfolio service

Please select the category that applies to you, please note the majority of plans are not appropriate for basic investors

Have you received any advice or a recommendation from Moneyworld to invest in this product?

Yes No

Are you aware that if you redeem these products early you may receive back significantly less than you invested?

Yes No

Are you able to commit to the full investment term and do you have sufficient alternative funds to meet any unplanned expenses or emergencies?

Yes No

Are you aware that you would lose some or all of your money if the counterparty were to fail or become insolvent and that most Structured Products do not have Financial Services Compensation Scheme (FSCS) protection?

Yes No

Are you aware that you will not receive a return above the amount specified in the plan brochure and that you may not receive any return at all?

Yes No

Are you aware that the growth or income for this product is linked to the performance of the underlying index or equities?

Yes No

Do you understand that this plan should only form part of a diversified investment portfolio?

Yes No

Do you understand the personal tax implications of your investment?

Yes No

Which type of investments have you previously held?

Bank Deposits Structured Products VCT/EIS Unit Trusts Direct Equity Investments

How long have you been investing?

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