S&P 500 Index

Unlimited Growth with Downside Protection

Our S&P 500 plan allow our clients to start savings for their future, whether that be for retirement or any other major financial event.

This simple to understand solution, allows our clients to get a taste of the benefits of the stock market, while protecting them against the potential downsides of the market.

Key Features

  • Flexibility to invest regularly or in lump sum

  • Investment Terms: 10, 15 and 20 year regular contribution plans

  • Currency: USD ($)

  • Principal Protection: 10 year term 100%, 15 year term 140% and 20 year term 160%.

  • 100% Participation in the growth of the S&P 500 Index

  • Ability to participate in stock market growth without the downside risk

  • Invests in the 500 leading stocks representing the most widely held companies from all sections of the economy.

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Principal Protected

Principal protection derived from structured notes provided by highly rated financial institutions

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No Downside Risk

Ability to participate in stock market growth without the downside risk

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Flexible Solutions

Flexibility to choose a plan that fits individual needs with 10, 15 and 20 year options

To INVEST in our S&P 500 tracker with Unlimited Growth & Downside Protection, fill in the form below and one of our advisers will be in contact.