The Important Bits to Understand

Key Risks


Investment Risk - General

Investment involves risk. In general, you should only invest in financial products that you are familiar with and understand the risks associated with them. The investment risk described here is not exhaustive, you should carefully consider your investment experience, financial situation, investment objective, risk tolerance level and if you have one, consult your independent financial adviser as to the suitability of your situation prior to making any investment.

Investment Risk - Specific

Investments in the UK Portfolio Loan Note are subject to risks:

Your capital is at risk

The value of your investment may go down as well as up and, therefore, your capital is at risk. You may lose all your invested capital and you will need to ensure that you are able to afford this loss.

Absence of Financial Services Compensation Scheme (FSCS) cover

Your investment is not covered by the UK’s FSCS arrangements, nor any other statutory or voluntary compensation scheme.

Property values may decline

Real estate property values may go up or down and there are various reasons why the value of a property may decrease. Past performance of a property is not a reliable indicator of future valuations or income streams. Any future downturn in the real estate market generally or changes to local environmental circumstances such as weather conditions, natural disaster, planning permission decisions, or local demand, etc. could have an adverse effect on the value of any investment you make, meaning that you may receive lower returns than you expected or potentially no returns at all. You should make sure you have considered this risk from the outset.

Asset and investment values may decline

Asset and investment values may go up or down and there are various reasons why the value of an asset or investment may decrease. Past performance of an asset or investment is not a reliable indicator of future valuations or income streams. Any future downturn in the market generally, changes to the fundamental condition or impairment of an asset of an investment specifically, such as relative value, performance, acts or omissions of management, geo-political impacts, etc. could have an adverse effect on the value of any investment you make. This means that you may receive lower returns than you expected or potentially no returns at all. You should make sure you have considered this risk from the outset.

TALK TO OUR INVESTMENT TEAM

Investment decisions can be complicated. At Avantis, we are here to help you understand the investments that are presented to you. By understanding more about your investment goals, we can give access to opportunities that can achieve these goals.
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Risk Warning

Your capital is at risk. The value of your investment may go up as well as down. Past performance does not indicate future performance. There is no right for compensation in respect of poor investment performance and your investment is not covered by the UK FSCS. Avantis Wealth Ltd does not provide any advice in relation to the investment opportunities promoted via its Website. Please click here to read the full text of Risk Warning.
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Disclaimer

Avantis Wealth Ltd is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. We strongly recommend that you seek appropriate professional advice before entering into any contract. Personal information in any pension review is a matter of record and is provided by our preferred financial advisor who is regulated by the Financial Conduct Authority. Any requirement for pension advice will be passed to them. Any review is only for the person named and their professional advisors. Values detailed in any report are not guaranteed and are subject to change. Projections in any presentation are approximate and based on the criteria specified which may or may not turn out to be accurate. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances if might be difficult to sell at any price. Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the Financial Conduct Authority or covered by the Financial Services Compensation Scheme, you will not have access to the Financial Ombudsman Service. The content of this website is offered as information only and not to be construed as advice. Avantis Wealth Ltd does not provide pension, investment or financial advice, which can only be provided by a regulated financial advisor. Some of the investments outlined on this website are restricted to certain categories of investor. For these investments it will be necessary for the investor to be categorised prior to the release of any further information.