Program
The Program is structured so as to offer maximum simplicity in investing: investors are not pressured, from time to time, into indicating their interest in a newly-launched product when they have expressed their general interest in the investment technique (capital protection combined with a minimum participation of 60% in the underlying security’s performance).
The Program also offers diversification, allowing the client to take part in a series of products which, over time, will make up a certain proportion of their assets and would, at all times, be exposed to varied and unconnected investment themes.
In this way, the client is freed from the difficult task of discovering attractive investment opportunities on his own, and then finding a defensive vehicle capable of replicating his investment proposition.
Philosophy
- The Program represents the client’s commitment to the issue of capital-guaranteed products by Banque Safdié.
- All the Program’s deposits will be similar in nature, i.e. one-year deposits with a minimum of 60% participation on the upside and no currency risk.
- Clients may enter and leave the Program at any point (although once the investment is made, they must await the redemption date).
- On redemption, assets are repaid to the client, after which the new deposit starts automatically.
General Considerations
The Capital-guaranteed Products Program has been specifically designed to provide conservative clients with an opportunity to take part, over time, in the performances of various financial assets, while respecting at all times their wish for downside capital protection.
The client’s nominal participation amount is invested in the Program’s successive deposits, in previously agreed increments and for amounts agreed during the year.
