Cavendish Online charge a one-off fee of £35 to process your Structured Product application, this is typically much less than you will pay to other execution-only intermediaries.

How to apply

PLEASE NOTE: New coronavirus procedures in place - read carefully

Given that our office is temporarily closed because of the coronavirus pandemic, the structured product providers have agreed to accept emailed/scanned applications from us on behalf of our clients. Therefore the following procedures will apply for the foreseeable future.

Select the structured product from the list below and email completed copies of the documents requested in points 1, 2 & 3 to us at admin@cavendishonline.co.uk . Please pay our £35 per application fee online, we cannot accept cheques for the time being. If you are contributing new money to the structured product please pay that to the structured product provider by bank transfer, not by cheque. Their bank details are specified in their application forms but please do let us know if you require clarification. You will also need to post the documents from points 1, 2 & 3 to us so that we can post on to the provider when our office reopens, our address is FREEPOST CAVENDISH ONLINE.

1) Completed Application Form (AVAILABLE BELOW)

2) Appropriate Assessment & Client Declaration form.
Please complete all sections and answer all questions, we will not be able to process your application if you don't.

3) Money Laundering / Identity Verification documents
Click here for more details. If you have previously provided us with this for another product and are not sure whether your information is still valid, please don't hesitate to contact us for clarification.

4) Fee of £35 - (this must be Paid Online, we cannot accept cheques for our fee for the time being)
Please note: If you apply for 3 or more structured products at the same time, we will cap our fee at £100 for these applications. 


Deadlines - Please ensure that we receive your emailed documents and our fee (paid online) at least one day before the deadline shown below. Any applications received on the deadline day will be processed on a best endeavours basis.

New contributions - If you are contributing new money to these plans you will need to pay the structured product provider by bank transfer, they will not accept cheques.

ISA transfer warning – if you are requesting to transfer an existing ISA to the structured product there is a risk that your existing ISA provider will reject your request as they may need to receive the ISA Transfer Letter of Authority in the post, ie with a ‘wet’ signature. The structured product companies have indicated that they will only be able to request this electronically and that we are then relying on your existing ISA provider agreeing to this change to their normal procedures given the current coronavirus situation. Therefore there is a risk that your ISA transfer request may be unsuccessful because of this and we want to make you aware.

Recent applications – because our office is closed, if you have posted documents to us in the last few days we may not be able to process them. If you have not received a confirmation email from us by now then that is certainly the case. If so then please use the new procedures listed above but do email us if this causes any issues for you.

Current Products:

Provider / Product Documents Closing date(s) Benefit of using Cavendish Online

Dura
Credit Suisse FTSE 100 Defensive Autocall Plan 41

Application 
KID, FAQs
Terms and Conditions 
Investor Plan Factsheet


April 3
 

£35 FEE
Dura
Credit Suisse FTSE/EuroStoxx Defensive Autocall Plan 42
Application 
KID, FAQs
Terms and Conditions 
Investor Plan Factsheet
April 3 £35 FEE
Hilbert
Kick Out Series: 3 Stock Defensive Autocall 4
Application/ISA Transfer 
KID
Brochure
April 15

Cheque Deadline
N/A

ISA Transfer
April 8
£35 FEE
iDAD
The Callable Deposit Plan Issue  9 April 2020

Application/ISA Transfer 
BrochureKID

March 31

Cheque Deadline
N/A

ISA Transfer
March 17
£35 FEE
iDAD
 The Callable ESG Deposit Plan   Issue1
Application/ISA Transfer 
Brochure
KID
Closed

Cheque Deadline
Closed 

ISA Transfer
Closed 
£35 FEE
iDAD
 The Enhanced Participation Deposit Plan - Issue 
Application/ISA Transfer 
Brochure
KID
Closed 

Cheque Deadline
Closed 

ISA Transfer
Closed 
£35 FEE
Investec
FTSE 100 Kick Out Deposit Plan 92
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
EVEN 30 Deposit Growth Plan 80
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 3 Year Deposit Plan 56
Application
ISA Transfer
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 3 Year Defensive Deposit Plan 20
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 Defensive Kick-Out Deposit Plan 18
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE 
Investec
FTSE 100 Income Deposit Plan 34 - Monthly
Application
ISA Transfer
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 6 Year Defensive Deposit Plan 28 (Min Return Version)
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 6 Year Deposit Plan 18
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 Enhanced Kick-Out Plan 92
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 Step Down Kick Out Plan 35
Application
ISA Transfer  
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 Defensive Step Down Kick Out Plan 26
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 Defensive Income Plan 23 Option 1
Application
ISA Transfer  
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 Defensive Income Plan 23 Option 2 
Application
ISA Transfer
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE

Investec
Investec / Lowes 8:8 Plan 17

Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE

Investec
FTSE 100 8 Year Kick-Out Plan 1
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Investec
FTSE 100 8 Year Defensive Kick-Out Plan 1
Application
ISA Transfer 
KID
Brochure

20/21 tax year - April 24

19/20 tax year - April 3

ISA Transfer
April 3

£35 FEE
Mariana
Dual Index Step Down Kick Out Plan - April 2020
Application & ISA Transfer
KID
Brochure
April 9

Cheque Deadline
N/A

ISA Transfer
March 23
£35 FEE
Mariana
FTSE Defensive Income Kick Out Plan - April 2020
Application &  ISA Transfer
KID
Brochure
April 9

Cheque Deadline
N/A

ISA Transfer
March 23
£35 FEE
Mariana
FTSE Super Defensive Kick Out Plan - April 2020
Application &  ISA Transfer
KID
Brochure
April 2

Cheque Deadline
N/A

ISA Transfer
March 17
£35 FEE
Mariana
10:10 Plan - April 2020
Option 1 ONLY
(Options 2 & 3 closed)
Application &  ISA Transfe
KID 1
Brochure
April 2

Cheque Deadline
N/A

ISA Transfer
March 17
£35 FEE
Meteor
FTSE/S&P Super Step Down Kick Out Plan March 2020
Application & ISA Transfer
KID 
Brochure
March 11

Cheque Deadline
N/A

ISA Transfer
Closed
£35 FEE
Meteor
FTSE Monthly Contingent Income Plan March 2020 Option 1 & 2 
Application & ISA Transfer
KID 1 &  KID 2
Brochure
March 12

Cheque Deadline
N/A

ISA Transfer
Closed
£35 FEE
Meteor
FTSE Step Down Kick Out Plan March 2020 
Application &  ISA Transfer 
KID 
Brochure
March 11

Cheque Deadline
N/A

ISA Transfer
Closed
£35 FEE
Meteor
FTSE Super Step Down Kick Out Plan March 2020 
Application &  ISA Transfer 
KID 
Brochure
March 25

Cheque Deadline
N/A

ISA Transfer
March 11
£35 FEE
Meteor
FTSE Kick Out Plan March 2020 (CITI)
Application &  ISA Transfer 
KID 
Brochure
March 25

Cheque Deadline
N/A

ISA Transfer
March 11
£35 FEE

If the forms you require are not above please contact admin@cavendishonline.co.uk 
or call 03456 44 25 44