Offers
Investor Update July - Maximising cost savings in a difficult market
Here at Chartwell we understand that you want to make the most from your investments, especially during these difficult financial times. In order to help you do so we are beginning a new series of updates to provide you with information about a selection of investments available in the marketplace and the excellent discounts we can offer.
We believe that when this information is combined with resources such as our free guides and in depth 'Funds in Focus' research, you will be provided with the information you need to make a considered choice for your investments.
Capital Protected Products
At this time there are approximately 150 various types of capital protected products open for investment. As issues close and newer issues are launched almost continuously, keeping an exhaustive list of the current range is a near impossible task. However, we've listed below some of the structured products that are proving the most popular at the moment.
Barclays Defined Returns Plan - Capital Protected - Y8 (three or five year terms)
Brochure Application Form Chartwell Execution only pack (ALL PAPER APPLICATIONS NEED THESE FORMS)
Guaranteed Income Bonds
Chartwell are often able to provide enhanced rates on Guaranteed Income Bonds (GIBs), a benefit we are able to provide by sacrificing a percentage of our commission in order to pass on the saving to you. The rates for GIBs change almost continuously, so if you'd like to invest in a GIB please contact us on 01225 823915 quoting Investor Update to check current rates and availabilty.
Investment Bonds
Chartwell are able to offer discounts of up to 6% to increase allocation rates on a range of bond investments. The providers shown below are those that our clients most regularly invest in. For an illustration of the terms available for your age and the amount you wish to invest in the below bonds or any other bond provider please contact us on 01225 823915 quoting Investor Update.
Norwich Union (Step down Option)
Key Features Document Application Form Chartwell Execution only pack (ALL PAPER APPLICATIONS NEED THESE FORMS)
Standard Life (Stepped Option)
Key Features Document Application Form Chartwell Execution only pack (ALL PAPER APPLICATIONS NEED THESE FORMS)
Legal and General
Key Features Document Application Form Chartwell Execution only pack (ALL PAPER APPLICATIONS NEED THESE FORMS)
