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Cash within an investment portfolio would generally have been viewed as secondary to potentially higher returns from equities/alternatives and other asset classes. Since 2008 and in particular markets responding to Europe’s fiscal struggles, capital preservation is key and placing funds on deposit is a key element of a performing portfolio.
We endeavour to achieve the maximum returns for our client’s monies across all investment lines and obtaining the gross rate of 27.63% / AER of 5.00% on deposit monies over a 5 year term is a guaranteed return. There is no access to funds during this fixed term.
This is a highly competitive deposit account which we have successfully negotiated with EBS Limited and the closing date has now been extended to 29th February 2012 due to popular demand.
In comparison, at EBS branch level for a similar 5 year deposit, the maximum return would be 18% gross / 3.37% AER. This highlights the competitiveness of the rate we have negotiated with EBS.
If you are interested in this deposit rate, please contact your Acumen & Trust consultant today, who will assist you in completing the correct application forms.
EBS 5 year Fixed Term Form (105.2 KB)
EBS 5 year Deposit ARF AMRF Mandate (38.6 KB)
EBS 5 year Deposit Individual Mandate (149.5 KB)
EBS 5 year Deposit Pension Scheme Mandate (44.9 KB)
EBS 5 year Deposit PRSA Mandate (38.1 KB)
| Warning: If you invest in this product you will not have any access to your money for five years. |
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