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Client Centre

Blackbee Investments launch three new offerings - Nov 15

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We are pleased to advise you that Blackbee Investments have today announced the launch of three, brand new, investment products with something to suit pretty much everyone. 

Their first offering gives a 100% Capital Guarantee at maturity. In brief, the Protected Income Bond 11 has a five year term with a fixed growth of 7% and the potential of up to 19% growth over the five year term. This is classified as a Low Risk Investment. The closing date is 9th December. To see more just click here..

Next comes the Index Note 3 Investment Bond, offering a potential 7% growth per annum over a four year term. Again the closing date is 9th December. This investment offers “conditional capital protection” so it is very important to read the attached brochure to ensure that the level of risk is acceptable to you. The Index Note 3 is classified as a Medium Risk Investment.

Finally, we have the Oil Bonus Note 2, offering you a two year term with the potential of growth of 12% per year. Again the closing date is 9th December and, again, this investment offers “conditional capital protection” so it is very important to read the attached brochure to ensure that the level of risk is acceptable to you. The Oil Bonus Note 2 is classified as a Medium Risk Investment.

A note about tax: As these investments are classed as “listed” Unit Trusts they are subject to Capital Gains Tax which is currently 33% as opposed to exit tax which is charged, currently, at a rate of 41%. They also escape the Life Assurance Levy of 1%.

As with all investments, it is important to read the terms and conditions to assess whether or not they are suitable for your own individual needs and we would urge you to read the brochures mentioned above. 

If you would like to discuss any of these investments further then please contact us..

We look forward to hearing from you!

 

Steadfast Financial
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