Structured Investments
Debt obligation of the issuer with embedded derivatives
Investment options
At LindaleSolomons, we actively design and directly source a large range of structured investments from top-tier financial institutions for Wholesale Investors, financial advisers and family offices. Traditionally, structured investments are provided by large institutions like banks to their private clients. We want to increase its accessibility and change that. Structured Investments are now accessible through LindaleSolomons regularly with investment options available in AUD, USD, GBP, EUR among other currencies.
What is a structured note?
Structured Notes are a type of investment instrument that combines multiple financial instruments which may include stocks, bonds and derivatives into a single product.
Product features
- Non-Linear Returns can be generated in a variety of market conditions which include the likes of rising, flat and falling markets.
- Transparent Terms are an integral part of Structured Investments. These terms are pre-defined and known beforehand, so you understand what you are investing in.
- No Foreign Exchange (FX) is required for structured products, allowing you to access global opportunities without changing currencies.
- Large Product Variety is a key feature of Structured Investments. You can gain exposure to a range of asset classes including but not limited to: Credit, interest rates, commodities, foreign currency and hybrid assets.
Risks(including but not limited to)
- Structured Investments as part of their customisability, are complex. Each investment features various levels of risk. Before deciding to invest in Structured Investments, investors need to understand how the investment functions under a variety of different market situations and read disclosure documents like the Product Disclosure Statement (PDS) and/or Investment Term Sheet that provides the full details of the risks and features each investment has.
- The performance of the underlying asset or asset group within a Structured Investment may be significantly below expectations, resulting in reducing the expected return on the investment and loss of the principal.
- The early exit of a Structured Investment is conditional and may incur the loss of the principal.
- Exposure to the credit risk of the issuer must also be considered. If the issuer becomes insolvent, the holder of the investment will be treated as a unsecured creditor.
Key Features
| Estimated Yield P.A | Consult Your Financial Advisor |
| Duration | 3-36 Months |
| Risk level | Medium |
| Focus of investment | Income or Capital |
Top Tier Financial Institutional Structured investments
How do I get qualified as a Wholesale Investors?
We assist wholesale investors in gaining access to structured investments that were only available to large institutions like banks and their private clients.
