“The Triple Point Defined Return Service is a purpose-built way to make client money work harder over a timeframe that works for them.”
Jack Rose
Triple Point Head of Distribution
WEBINAR
Triple Point Defined Return Service:
Launch Webinar
Join Lucy Dolan and Jack Rose for an introduction to the Triple Point Defined Return service, including an overview of why we are bringing this product to market now, how the Service operates and how the Service could fit into clients’ financial planning.
Speakers:
Lucy Dolan, Senior Business Development Manager
Jack Rose, Head of Distribution
Lucy Dolan
Senior Business
Development Manager
Jack Rose
Head of Distribution
0% AMC – early bird offer
For investors in the first tranche, Triple Point is offering no annual management charge. Current rates, tranche dates and eligibility criteria are set out in the Rate Card.
The Triple Point Defined Return Service is designed to help advisers put client capital to work over a timeframe that suits each client’s needs, with a choice of one-year or three-year fixed terms. It invests in listed corporate bonds issued by one or more established private credit businesses, giving you and your clients clarity on what they will receive and when.
Predictable returns underpinned by Private Credit
In a volatile investment environment, would your clients value predictability and stability?
The Triple Point Defined Return Service invests in fixed-rate, fixed-term listed corporate bonds issued by one or more established private credit businesses financing primarily UK companies.
These businesses typically finance UK companies through loans and leases, which are usually secured against assets such as property and business assets. The Service is designed to provide scheduled semi-annual interest payments during the term, with capital expected to be repayable at maturity, while supporting productive capital across the UK economy.
Reasons to recommend the Triple Point Defined Return Service
Fixed returns over 1 or 3 years
Triple Point chooses a fixed one-year or three-year term to suit client investment goals and timeframes. Once invested, the target return is fixed, with the option to reinvest at maturity.
Scheduled income
Interest is payable semi-annually during the fixed term, with capital expected to be repayable at maturity. Clients also have the option to reinvest at the end of the term.
Diversification and transparency
Issued bonds may be spread across one or more private credit businesses that finance a broad range of companies and projects.
Private credit expertise
The Triple Point Defined Return Service forms part of our private credit-backed suite of investment services, an area where we have developed deep expertise since 2006, arranging over £3 billion of essential funding for businesses and public-sector organisations.
This first-hand understanding of the asset class is what makes us best placed to select the underlying bonds and manage them on a discretionary basis for your client.
Risks to consider
Here’s an outline of the key risks for clients. Anyone considering an investment in the Triple Point Defined Return Service should read the brochure in full.
*Please see the Investor Agreement for information on early-exit availability.