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'Energise' Your Savings - Zurich Green Guaranteed Account

An Alternative Way To Energise Your Savings

100% Growth In RBS Green Index With 100% Capital Security

The Zurich Group has continued to develop it’s guaranteed product range with the introduction of the above account which will be of particular interest to clients looking for a better return than traditional cash deposits but with the absolute guarantee that your capital is 100% protected.

You may therefore be interested in a further exciting investment opportunity that Zurich is currently offering through it’s Dunbar Bank subsidiary; the Zurich Green Guaranteed Account

Unlike previous issues linked to the FTSE 100 & property indices, this investment is linked to the Royal Bank of Scotland (RBS) Green Index, which brings together 30 of the largest companies operating in green business sectors globally. These companies operate in a variety of exciting and challenging new ways, including biotechnology, biomass, hydroelectricity, solar energy, wind energy, energy management services and materials for energy-use reduction.

The investment gives excellent growth potential with an absolute guarantee that your capital is 100% protected.

The main product details are as follows:-

Fixed term investment of 5 years (from 25th July 2008 to 25th July 2013)

Growth linked to RBS Green Index

Gross interest payable equal to 100% of growth in the FTSE 100 Index

If the RBS Green Index falls, your original investment is guaranteed to be repaid on maturity, i.e. this is the worse case scenario

If the RBS Green Index rises, your original investment plus 100% of the growth in the index will be repaid on maturity. e.g. based upon an initial investment of £10,000, if the index rises by 30%, the maturity proceeds will be £13,000

There are no initial or annual charges

The final Index level is calculated as the average of 13 monthly readings taken over the last year of investment to reduce volatility

Minimum/Maximum investment £2,500/£250,000 per application
Available on a personal, corporate, pension & trustee applicant basis
Cash ISA investment allowed of up to £3,600 per person with interest payable tax-free

The offer will close on 21st July 2008 (or earlier if it is fully prescribed). Please note that the product is only available via ourselves on a ‘non-advisory’ basis due to the short offer period. As such we will ask clients to confirm that investment advice has not been given by Warr & Co. in this regard.

This investment opportunity may appeal to either previous investors in similar products looking to diversify their portfolio or clients looking to invest into green issues.

Please feel free to download documentation from the links below. Alternatively, should you have any questions, please contact our Financial Services Partner, Steve Prosser, who will be happy to assist.

Zurich Green Guaranteed Account - Personal & ISA Application

Zurich Green Guaranteed Account - Pension, Corporate & Trustee Application

Zurich Green Guaranteed Account - What if there was an alternative way to energise your savings?

Zurich Green Guaranteed Account - Leaflet

Zurich Green Guaranteed Account - Brochure

Zurich Green Guaranteed Account - Key Features and Terms & Conditions

Warr & Co Non-Advisory Proforma


Date of Article: 18th June 2008

Tim Warr - Warr on...
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Our website is a regulated business territory site. Whilst the information detailed here is updated regularly to ensure it remains factually correct, it does not in any way constitute specific advice and no responsibility shall be accepted for any actions taken directly as a consequence of reading it. If you would like to discuss any of the points raised and / or engage our services in providing advice specific to your personal circumstances, please feel free to contact Tim Warr on 0161 477 6789 or email us at info@warr.co.uk.