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.
+44 1273 447 299
invest@avantiswealth.com
8 The Drive, Hove, East Sussex, BN3 3JA
I consent to be contacted via telephone and/or email and i consent to my data being stored by avantis wealth to comply with european gdpr regulation.

Register for Investment Access

All the details and downloadable documents are available through the investment portal.
Register

Disclaimer

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 is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. The content of any promotion has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this promotion for the purpose of engaging in any investment activity may expose the investor to a significant risk of losing all of the capital invested. [Article 48(4) Financial Services and Markets Act 2000 (Financial Promotion) Order 2005] Please note that as a responsible company we require the self-certification of either a High Net Worth Investor or Sophisticated Investor statement prior to issuing any detailed information by way of an Investment Memorandum.