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HOW TO INVEST IN THE CAPITAL PROTECTED PRODUCTS?

Capital Protected Investment Products issued by major European banks offer an excellent alternative to direct equity and fund investments. The annual coupon interest is 5 – 25% depending on the individual product terms. To invest in these products is safe and effortless. The following is a description of how you make the investment in practice.
  1. Together, we will review your profit target and create an investment plan based on it. The realistic average annual return for a five-year period is 7% net of fees.
  2. You open an investment account with an investment platform through which you manage your investments. The annual fees are 0.30 – 1.00% of the value of the portfolio, depending on the amount of your investment and the chosen platform. We will assist you to find the best platform provider taking into notice your amount of investment and tax planning needs.
  3. You pay your investment into the client asset account of the investment platform provider, after which we place the investments according to your investment plan. The investments are under your control and you can monitor their performance 24/7 through the online service.
  4. We monitor the performance of your portfolio on a quarterly basis and provide you with recommendations on how to reinvest the coupon payments and capital returns. You can also make cash withdrawals when needed.
  5. Intus Advisory Service for Capital Protected Investment Products is available for a minimum investment of 25,000 EUR/USD/GBP. See all our Capital Protected Products.
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