Sample Client Maturity Letter Full term maturities - Investec ... 2025

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This document is a maturity letter from Investec Administration informing the client about the upcoming maturity of their investment plan. It outlines the potential maturity values based on FTSE 100 movements and presents various options for proceeding with the matured funds, including reinvestment into structured products, partial encashment, or full encashment. The letter emphasizes the importance of providing instructions before the maturity date to retain ISA status and includes contact information for further assistance.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your client name and address in the designated fields. Ensure that all information is accurate to avoid any delays.
Review the maturity details, including the Plan Number and Plan Holder information. This section is crucial for identifying your specific investment.
In the 'Potential Maturity Value' section, input the amounts for Direct Investment and ISA Investment as applicable. These figures will guide your decision-making process.
Carefully read through the options at maturity provided in the document. Select your preferred option by marking it clearly within the form.
If you choose full encashment, ensure to complete and attach the Encashment Form as instructed. You can download this from our website if needed.
Finally, review all entered information for accuracy before saving or sending your completed form.

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