Investment FAQs

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the different options available

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Investment FAQs

Investments can be complex but getting the right fund for you can make a serious difference to your eventual return, especially for longer term savings and investments.

We will be able to guide you through the different options available to you. Based on their knowledge of your financial circumstances, your goals and your attitude to risk, they can help you choose a particular product that will meet your requirements and help you achieve your financial objectives.

How much risk should I take on?

How much risk should I take on?

You need to consider your investment term (as above). What are you hoping to achieve with your fund? Is there a required rate of return needed for this? What is the risk-return trade off? Are you making this decision with your spouse/civil partner who might have different views to your own?

A Financial Broker regularly deals with these elements when deciding on appropriate risk and they can guide you in determining your risk profile.

What is the recommended minimum savings and investment term of the product?

What is the recommended minimum savings and investment term of the product?

Some products may be suitable for short-term investment, while others may require you to take a longer-term view.

What kind of access will I have to my money?

What kind of access will I have to my money?

Some products offer immediate access while others may lock up your money for a particular period.

Does this product provide an income or capital growth?

Does this product provide an income or capital growth?

Some products may be geared to provide regular income along the way, while others provide the opportunity for capital growth.

What is the associated investment risk?

What is the associated investment risk?

Some products may guarantee to return your full investment while others may involve a risk of getting back less than you put in.

How will my returns be taxed?

How will my returns be taxed?

The income and/or capital gain you earn may be taxed in different ways, depending on the type of product. For example, deposit interest may be subject to Deposit Interest Retention Tax (DIRT) while gains from life assurance savings and investment policies are subject to an ‘exit tax’ deduction before payment to you.

Warning: If you invest in these products you may lose some or all of the money you invest
Warning: The value of your investment may go down as well as up.
Warning: These funds may be affected by changes in currency exchange rates.

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