top of page
AdobeStock_465914409_edited.jpg
Simply_Invest.png

Simplicity Structured Products

Simplicity has a range of Structured Products for offshore clients, available for purchase through Life Companies, Fund Platforms, Stockbrokers and other approved custodians.

​

Simplicity work with specialist UK companies to construct, develop and maintain Tailored and Bespoke Structured Note Programmes.

​

Should our service, or particular strategy be of interest to you please click here to contact us by email to request details of current offerings. 

​

Alternatively, if you would prefer to look at bespoke options to match your particular needs and preferences, one of our specialists will be happy to discuss these with you.

AdobeStock_39920777_edited.jpg

Key Benefits

We believe that our Structured Products are the best in the market:

  • Earn a competitive regular fixed coupon as long as the S&P 500, FTSE 100, and Eurostoxx 50 indices remain above their strike level barriers.

  • Cost-Effective Investment: With no commissions embedded in any of our products, all invested capital is directed toward achieving the product's return objectives rather than paying for adviser compensation. This can enhance overall returns, especially in low-interest or low-return environments.

    Aligned Interests: Commission-free products help align the adviser’s interests more closely with the investor’s. The adviser’s recommendations are based solely on the product’s suitability and benefits for the investor, free from any influence of commission incentives.
     

    Increased Transparency: Without embedded commissions, the product structure is simpler and more transparent, allowing investors to see exactly where their money is allocated and how returns are generated. This clarity can increase investor confidence and trust in the investment process.
     

    Potential for Lower Overall Costs: Structured products without commissions can often come with lower overall costs compared to mutual funds or other commission-based investment products, which might charge ongoing management fees. This structure may yield higher net returns for investors over the life of the product.

  • A 'European' capital protection barrier helps safeguard your investment. Your initial capital is fully protected as long as none of the indices fall below the predetermined % of their initial strike levels at maturity.

  • Even if a coupon payment is missed due to temporary market dips, the “memory” feature ensures all missed coupons are paid in full when the underlying indices recover above the specified threshold, providing reliable income potential over time.

  • The product can automatically redeem (auto-call) early if the indices meet the required conditions, returning your full capital and accrued coupons. This offers potential for an early exit with attractive returns.

  • Gain diversified exposure to top companies in three leading global economies: the S&P 500 (USA), FTSE 100 (UK), and Eurostoxx 50 (Eurozone) are central to all of our bespoke products. This global diversification helps spread risk across multiple markets, making your investment more resilient.

  • With just three underlying indices, this product offers a simpler structure, making it easier to track and understand compared to notes with four or more indices. Fewer indices also increase the likelihood of meeting the coupon and auto-call conditions.

  • Strong Financial Backing from global banks with solid reputations, serves as the counterparty for this structured product. This provides additional security and confidence in the ability of the issuer to meet its obligations, including coupon payments and capital protection.

  • Depending on your jurisdiction, structured products may offer tax benefits over traditional mutual funds or direct stock investments, helping you optimize your after-tax returns.

  • The structured product offers clear, defined outcomes based on the performance of the indices, so you know your potential returns and risk scenarios from the outset. This predictability can help in better planning and financial management.

  • The structured product offers clear, defined outcomes based on the performance of the indices, so you know your potential returns and risk scenarios from the outset. This predictability can help in better planning and financial management.