Since 2008, we have developed an excellent understanding of what financial advisers want from a product provider. Our experienced and approachable team will provide you with all the necessary support in offering our structured investments to your clients. Our focus is to create structured investments designed around their needs.
If you've never worked with us before, there are a few things we need to know about you.
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Does your investor have specific objectives? We also offer a more tailored service for certain investors.
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Would you like to learn more about structured investments and how they could be of more use to your investors?
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Financial advisers who are new to Walker Crips will be asked to complete our Due Diligence Pack and Terms of Business application which contain all the information you may require about us. If you require anything else, we have included a number of other documents below. If the form you are looking for is not here, call our team and we'll ensure you have everything you need.
As well as our core product range we also work with intermediaries to create bespoke products for your investors. You may feel 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 adjusted, although there is usually a minimum investment required. We can also prepare the documents within your own brand guidelines if necessary. Contact us using the details below if you would like to find out more.
If you are looking for more details about structured investments, how they are constructed, the benefits they can offer and the investment risks, we have a CPD accredited training course that can be tailored to your requirements. Contact our team on 020 3100 8880 or email [email protected] to arrange.
Credit ratings can be used to assess the creditworthiness of an institution, for example, a bank. We include the credit ratings of the counterparty(s) in our product brochures so investors are made aware of the risk level they are being exposed to. For further information including current ratings from the three main credit rating agencies, click on the link below.
If you would like to be notified of new structured investment launches, click here to subscribe to our email updates.
Walker Crips Structured Investments
Old Change House
128 Queen Victoria Street