Minimum investment £3000
The Causeway Securities UK & EU Quarterly Income Kick-Out Plan (GS-08) is a 10-year investment offering a Potential Investment Return of 2.1875% per quarter (8.75% p.a.) for each quarter the Plan has existed if the value of both the Underlyings is at or above the Kick-Out Barrier.
Important: The closing date for applications by cheque is 31 March 2026 and by bank transfer is 02 April 2026.
The closing date for ISA transfer applications is 19 March 2026.
Product Literature And Forms
You should always read the relevant plan brochure and any other plan documentation, for full details of the plan’s features, including any risks, and the terms and conditions. In addition to the plan brochure and terms and conditions, there are other important documents, including a Key Information Document (‘KID’), that you should consider before deciding to invest in the plan.
If you do not fully understand the risks or are unsure as to the suitability of the investment, please contact us.
How To Invest?
Applications for the Plan must be submitted via Best Price Financial Services and received by 5pm on 02 April 2026 for bank transfer applications.
The closing date for applications by cheque is 31 March 2026
The closing date for ISA transfer applications is 19 March 2026.
This will enable us to process your application and forward it on to the structured product provider.
1. Firstly, print off and complete our Appropriate Assessment Questionnaire. All applications require two proofs of identity – see the questionnaire for more information.
2. Next download, print and complete the application form available. Note that product applications will have multiple documents, so please choose the one relevant to you.
3.Place all completed documents – questionnaire, proofs of identity, application form and cheques for payment – in an envelope and post to:
Best Price Financial Services,The Tythe Barn, 5 Eglwys Nunnydd,
Margam, Neath Port Talbot
SA13 2PS
Further Information
The Causeway Securities UK & EU Quarterly Income Kick-Out Plan (GS-08) is a 10-year investment offering a Potential Investment Return of 2.1875% per quarter (8.75% p.a.) for each quarter the Plan has existed if the value of both the Underlyings is at or above the Kick-Out Barrier. This plan is only available on an Advised Basis.
Potential Investment Return: 2.1875% (8.75% p.a.) paid quarterly if the value of both Underlyings are at or above the 85% Coupon Barrier on the Coupon Observation Date.
Investment Term: A maximum of 6 years. However, the Plan has the potential to mature early (kick-out) on a quarterly Observation Date from year two onwards.
Kick-Out Feature: The Plan will Kick-Out (mature early) if the Closing Level of both Underlyings, on any Kick-Out Observation Date is at or above the 100% Kick-Out Barrier. In this event, you will receive your Initial Capital, plus a final quarterly coupon payment of 2.1875%. The first Observation Date on which an early maturity could be triggered will be 10 April 2028.
Capital at Risk Barrier: 65% of the Opening Level (observed on the Final Observation Date of the Plan only). If on the Final Observation Date, the Closing Level of the worst performing Underlying is less than 65% of its Opening Level (representing a decline of more than 35% from the Opening Level), your Initial Capital will be lost at a rate of 1% for every 1% that the Final Level of the worst performing Underlying is below its Opening Level.
Counterparty Risk: The Counterparty of the Securities is Goldman Sachs. If the Counterparty were to fail or become insolvent, you could lose some or all your investment and any return that may be due, irrespective of the performance of the Underlying.
What Are The Risks Of The Plan?
As with all forms of investment there are risks involved. These plans do not guarantee to repay the money invested. The potential returns of the plans and repayment of the money invested are dependent the level of the underlying asset(s) or index / indices to which the return is linked and also on the financial stability of the Issuer and Counterparty.
Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The performance data does not take account of the commissions and costs incurred on the issue and redemption of shares. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.
The promotion of the plans does not constitute ‘advice’ to invest. Advice is always specific to an individual investor’s circumstances and needs, following the process of ‘know your customer’, with the aim of ensuring that any product is suitable for an investor.
As always, the recommendation and common-sense approach is to consider product solutions as a portfolio, never over-exposing oneself to a point of financial pain and suffering liquidity or counterparty over exposure.
