Structured Products Knowledge Centre

Our Structured Product Knowledge Centre is intended exclusively for the use of Professional Financial Advisers; the content within it should not be distributed to clients or relied upon to make investment decisions.

The world of Structured Products can be complex, which is why at Cater Allen we are committed to helping our intermediary partners understand why, how and when structured products may be considered suitable for your clients’ portfolios and assisting you in confidently explaining the structures, benefits and potential pitfalls to your clients.

  • Structured Products AER Calculator

    This simple-to-use calculator allows you to quickly check the Annual Equivalent Rate (AER) of the potential payouts of some structured products in order that you can compare it to other options for your clients, such as the interest rate offered on a cash deposit.

    Calculate the potential AER of a Plan

  • Structured Products Blog

    Our team of structured products experts, who you may have seen speaking at structured product seminars, have a wealth of knowledge to share with you.

    We regularly produce insightful pieces as well as address specific structured product topics at seminars, all of which we will distil for you here in our structured products blog.

    Read our Structured Products Blog

  • Frequently Asked Questions

    Both you and your clients will undoubtedly have questions relating to structured products, many of which we see frequently and can be answered quite simply.

    Our Frequently Asked Questions section is based on your regular structured product questions as well as questions we regularly hear at structured product seminars.

    Your Structured Products Questions

By entering this area I confirm that I am authorised under the Financial Services and Markets Act (FSMA) to give financial advice.

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The pages within this section are aimed at intermediaries and investment professionals only and should not be distributed or relied upon by retail investors. The commentary is provided without charge for general information purposes and guidance only. Any information given is not intended to be a personal recommendation or offer legal tax or professional advice. The information has been obtained from sources understood to be reliable. However, we cannot guarantee its accuracy or completeness. The information is indicative only and is not an invitation or offer to buy or sell. Any views given are those of Cater Allen Private Bank and can change without notice. We do not accept liability for any loss arising from any use of the information given.