A REVOLUTIONARY SOLUTION:
HOW IT WORKS:
When a new higher portfolio value is reached, the protection level increases.
Once increased, the protection level cannot fall.
This graphic is for illustrative purposes only.
• As the portfolio value falls from 100 to 94, the protection level remains constant at 90.
• As the portfolio value exceeds 100 and reaches 117, the protection level rises from 90 to 105.3 (90% of the highest portfolio value).
• When the portfolio value falls from 117, even in a significant downturn, the portfolio value will be secured at the protection level (in this example it is secured at 105.3).
• Once the portfolio value exceeds 117, the protection level rises again accordingly.
DOWNLOAD THE BROCHURE & DYNAMIC PLANNER RESEARCH NOTE BELOW:
AVAILABLE NOW ON THE FOLLOWING PLATFORMS:
Call us now: 01753 867000 or use our Live Chat
WANT TO EMAIL US INSTEAD?