Authorised Intermediaries

Terms of Business

To be completed by an authorised intermediary when initiating business with Walker Crips.

Bespoke products

As well as our core product range we also work with intermediaries to create bespoke products for your investors. You may feel that that you would prefer to offer a specific counterparty or aim for a particular rate or return with a different level of capital protection. Most parameters can be tweaked, although there is usually a minimum investment required, and we can also prepare the documents within your own brand guidelines if necessary. So do contact us if you would like to discuss the options available to you.

Training and Education

Should you and your colleagues be looking for more in depth detail about structured investments, how they are constructed and the benefits they can offer your clients we can devise a bespoke training service tailored to your specific queries and client requirements. Contact us to talk through how we can help.

Due Diligence

To facilitate adviser due diligence processes, we produce a ‘Walker Crips Structured Investments Due Diligence’ publication, which aims to provide access to the most frequently required information about Walker Crips.

If you have any questions, or require any further information, please call us on 020 3100 8880.

Walker Crips Structured Investments is a specialist division providing financial advisers, institutions and other professional intermediaries with carefully considered investment opportunities.

Our independence not only allows us to select from the world’s leading global financial institutions, it also provides us with a flexible market perspective which enables us the precision to create the right product at the right time.

We do not give investment advice ourselves, instead we focus on the design and administration of our structured investment plans.

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If you do not agree with the above statement and have questions about our service and products please contact us on 020 3100 8880.

It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change.