OUR PROCESS

INVESTMENT OPPORTUNITIES

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Opportunity 1

CCM USD Notice Deposit

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Opportunity 2

Corporate Cash Manager MoneyFund

Britannic Opportunities Limited

Opportunity 3

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CCM USD NOTICE DEPOSIT PRODUCT INFORMATION

OUT OF THE ORDINARY OFFSHORE INVESTING

Figures show that 54% of outflows are linked to investment offshore. But advisers and clients face significant currency risk when moving funds abroad to invest. With the Foreign Currency Account, advisers can build up a cash balance in US dollars, giving them time to identify and assess investment opportunities.

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Here’s an in-depth discussion about Investec’s foreign currency account.

Opportunity 2

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CORPORATE CASH MANAGER

PWM Wealth Management (PTY) Limited has partnered with Investec to offer you cash solutions that can be tailored to meet your savings needs. Using Investec’s Corporate Cash Manager (CCM), an innovative and secure online banking system, we ensure your money continuously works hard for you while giving you access and flexibility at highly competitive rates.

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Disclaimer

This is not a prospectus, nor does it constitute an offer to the public in respect of the Shares of Optimal Investment Growth Basket. The information contained in this communication is for informative purposes and is not intended to constitute advice in any form, including but not limited to investment, accounting, tax, legal or regulatory advice. As product supplier, Investec is not in a position to have regard to the specific investment objectives, financial situation or particular needs of any specific recipient. The material is based upon information that we consider to be reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such. All illustrations, forecasts or hypothetical data are for illustrative purposes only and are not guaranteed. Investec accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this communication. Investec does not make representation that the information provided is appropriate for use in all jurisdictions or by all Investors or other potential clients. Parties are therefore responsible for compliance with applicable local laws and regulations. Prospective Investors should be fully aware of the risks involved in trading investment related products. Returns and benefits are dependent on the performance of underlying assets and other variable market factors and are not guaranteed.

This product is not sponsored, endorsed, sold, or promoted by the Index or indices, as specified herein, or the relevant Index sponsor, being the corporation or other entity that (a) is responsible for setting and reviewing the rules and procedures and the methods of calculation and adjustments, if any, related to the relevant Index and (b) announces (directly or through an agent) the level of the relevant Index on a regular basis. No Index sponsor makes any representation whatsoever, whether express or implied, either as to the results to be obtained from the use of the Index and/or the levels at which the Index stands at any particular time on any particular date or otherwise. No Index or Index sponsor shall be liable (whether in negligence or otherwise) to any person for any error in the Index and the Index Sponsor is under no obligation to advise any person of any error therein. No Index sponsor is making any representation whatsoever, whether express or implied, as to the advisability of purchasing or assuming any risk in connection with entering into any transaction in respect of this product. Neither Investec nor the investor shall have any liability to the other for any act or failure to act by the Index sponsor in connection with the calculation, adjustment or maintenance of the Index. Investec has no affiliation with or control over the Index or Index sponsor or any control over the computation, composition or dissemination of the indices. Although Investec will obtain information concerning the indices from publicly available sources it believes reliable, it will not independently verify this information. Accordingly, no representation, warranty or undertaking (express or implied) is made and no responsibility is accepted by Investec as to the accuracy, completeness and timeliness of information concerning the indices.


Corporate and Institutional Banking, a division of Investec Bank Limited. Reg. No. 1969/004763/06. An Authorised Financial Services Provider (FSP11750) and registered Credit Provider (NCRCP9). A member of the Investec Group.



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Opportunity 3

BRITANNIC OPPORTUNITIES LIMITED

INVEST IN THE BEST

Investec has designed an offering that provides you with 'preservation of your capital', a minimum return in bad times and double the market returns in good times over 3.8 years, all in US dollars. 


This payoff is neatly packaged in an offshore listed share (Britannic Opportunities Limited) which can be purchased as


*  Offshore allowances (or any SARB approved allowance)

*  Disclosed foreign assets

*  International assets held by non-South African investors

*  Foreign portfolio investment allowance (asset swap)

Japie Lubbe introduces the latest product from Investec Structured Products

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The investment is in shares (“Shares”) in a company called Britannic Opportunities Limited, registration number 57717 (‘the Company”), which is incorporated in Guernsey and listed on the Bermuda Stock Exchange.  The Company offers preservation of capital of the principal amount initially invested if held until maturity.

The Index value at maturity will be calculated as the simple average of the closing values of the Index on the same date in each month in the averaging period. The maximum averaging period will be 12 months; however, a 3-month period is targeted.

The investment is an investment in Shares of a company incorporated in Guernsey and listed on the Bermuda Stock Exchange.


The Principal Amount will be invested by the Company in


  • Subordinated debt instruments in of a debt issuer*1 that has a rating equal to or better than Investec Bank Limited. (*1 refer Company Prospectus). The Company will deposit the coupons received from the underlying debt instruments with Investec Bank Limited. These deposited amounts will accrue interest. The entire value will be paid to the Company after some 3.8 years in order to align with the first call date of the debt instruments.​​​​​​​
  • Equity option(s) issued by an international bank or entity(ies) in the group of an international bank (such bank or entity(ies) having a minimum international S&P A rating) to provide equity exposure.

The percentage of the Principal Amount invested in the debt instruments will be determined so that the amount received by the Company at the end of the investment period in USD, will be equal to at least 103% of the Principal Amount in USD or GBP equivalent, as applicable.


Assuming the basket starts at USD100 equivalent, below is an example of expected returns *2

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  • *2 For illustration purposes only
  • The above assumes that the upfront fee (if any) is already taken off the investment and the net amount (the Principal Amount) is invested which is assumed to be 100

A targeted basket of offshore indices, namely the, Eurostox50 – 30%, Nikkei 225 – 30% and S&P500 – 40%, or an alternative world index/s, or exchange traded funds with equity exposure as determined by the Investment Adviser)

The public offering results in minimising overall costs and the provision of efficient asset pricing.