Maturing Products

The forthcoming maturity of your client(s) investment plan is a good time to approach them and help them with the next stage of their financial planning or reconsider their investment objectives. To assist you, we will write to you and your client(s) to tell you about the performance of the maturing plan, reinvestment options available from Keydata and benefits of reinvesting with us. It is our sincere hope that you and your client(s) will be totally satisfied with the performance of the maturing investment plan and that you will be happy to recommend Keydata once again.

In the meantime, please take a look at the benefits of reinvesting with Keydata

3% IFA initial commission	3% IFA initial commission on the total amount reinvested in each of Keydata’s replacement products. For full information regarding commissions please speak to one of our Intermediary Sales Advisers on 0844 391 3420.
4% p.a. gross investment bonus	4% p.a. gross investment bonus to all clients who reinvest with Keydata, from the receipt of the maturity funds by Keydata until 2 days prior to the Investment Start date of the replacement product.
	Marks & Spencer’s voucher worth £25 to all clients who reinvest their maturing proceeds into one of Keydata’s replacement products and send us the Election Form 7 days before the Investment Start date of the replacement product.

Issue of M&S vouchers is limited to one £25 voucher per person irrespective of the number of holdings that are reinvested (or two £25 vouchers for joint accounts where two or more holdings are reinvested). M&S vouchers will be dispatched within 2 weeks of the Investment Start date.

Please note that once the plan has matured, your client(s) will not receive any interest on their maturity proceeds unless they decide to reinvest their proceeds into one of the replacement products from Keydata.

If you have any questions regarding the maturity of any of the plans from Keydata, please do not hesitate to contact our Intermediary Sales Team on 0844 391 3420 during normal business hours (9am to 5.30pm, Monday to Friday) or email sales@keydata.co.uk.

If any of your clients need to speak to us directly about their maturing plan, please direct them to our Client Services Team on 0844 391 3412 during normal business hours (9am to 5.30pm, Monday to Friday) or email client.services@keydata.co.uk.