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. Therefore the following procedures will apply for the foreseeable future.

1) Application form - Select the structured product from the table below, read the brochure and KID to make sure that you understand the product, then complete the application form.

2) Appropriate Assessment & Client Declaration formComplete all sections and answer every question.
For any Walker Crips plans, we need you to complete their appropriate assessment form in addition to our own.

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) Email scanned copies of the above to us – Email a scanned copy of the completed Application form, Appropriate Assessment & Client Declaration form and any identification documents to us at admin@cavendishonline.co.uk.

5) Fee of £35 - This must be paid online before we can process your application. For the time being we cannot accept cheques.
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. 

6) Bank Transfer - If you are investing new money (rather than an ISA transfer or a maturing reinvestment) please make a bank transfer to the structured product company. We suggest that you do this as soon as you receive an email confirmation from us that we have received and sent your application on to the structured product provider.

Further comments;

Deadlines - Please ensure that we receive your emailed documents and our fee at least one day before the deadline. Any applications received on the deadline day will be processed on a best endeavours basis. Some structured products may close before the published deadline, eg if they prove to be very popular or if market conditions dictate.

Retain original copies of your application – Please retain the originals of any applications that you email to us. This is just in case there is a query from the structured product provider which may result in you needing to rescan your application. Once you have received confirmation from the structured product company that they have processed your application you should be able to destroy the original. The exception to this is if you are requesting to transfer an existing ISA to the structured product provider. If so you may need to post the original application to the structured product provider so that they have a ‘wet’ signature on your application. We will let you know if this is required.

Current Products:

Provider / ProductDocumentsClosing date(s)Benefit of using Cavendish Online
Hilbert
Income Series - 3 Stock Conditional Quarterly Autocall Issue 3
Application & ISA Transfer
KID
Brochure

Closing date - Closed
ISA Transfer - Closed
 

Plan closing early due to being oversubscribed.

Investec
FTSE 100 Kick Out Deposit Plan 98
Application
ISA Transfer
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 100 3 Year Deposit Plan 62
Application
ISA Transfer
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 100 3 Year Defensive Deposit Plan 26
Application
ISA Transfer 
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 100 Defensive Kick-Out Deposit Plan 24
Application
ISA Transfer 
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 100 Income Deposit Plan 40  - Monthly
Application
ISA Transfer
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 100 6 Year Defensive Deposit Plan 34 (Min Return Version)
Application
ISA Transfer 
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 100 6 Year Deposit Plan 24
Application 
ISA Transfer 
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 4 Good 6 Year Deposit Plan 4 
Application
ISA Transfer 
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 100 Enhanced Kick-Out Plan 98  - BNP Version
Application
ISA Transfer 
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 100 Step Down Kick Out Plan 41 - BNP Version
Application
ISA Transfer  
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Investec
FTSE 100 8 Year Kick-Out Plan 7 - BNP Version
Application
ISA Transfer 
KID
Brochure

Closing date - February 12
ISA Transfer - January 29

Deadline 3 pm on the 29/02/2021

£35 FEE

Mariana
10 10 Income and Growth Plan - February 2021
Application & ISA Transfer
KID
Brochure
Closing date - February 12
ISA Transfer - January 27

Deadline 3 pm on the 12/02/2021

£35 FEE

Mariana
10 10 Plan - FTSE CSDI Version February 2021 Option 1,2,3
Application & ISA Transfer
KID1, KID2, KID3,
Brochure
Closing date - February 12
ISA Transfer - January 27

Deadline 3 pm on the 12/02/2021

£35 FEE

Mariana
FTSE CSDI Defensive Income Kick Out Plan March 2021
Application & ISA Transfer
KID
Brochure
Closing date - February 26
ISA Transfer - February 10

Deadline 3 pm on the 26/02/2021

£35 FEE

MB Structured Investments
UK Growth Kick Out Plan January 2021
Application & ISA Transfer
KID
Brochure
Closing date - January 27 
ISA Transfer - Closed

Deadline 3 pm on the 27/01/2021

£35 FEE

MB Structured Investments
UK Kick Out Plan January 2021
Application & ISA Transfer
KID
Brochure
Closing date - January 27 
ISA Transfer - Closed

Deadline 3 pm on the 27/01/2021

£35 FEE

MB Structured Investments
UK Supertracker Plan January 2021 
Application & ISA Transfer
KID
Brochure
Closing date - January 27 
ISA Transfer - Closed

Deadline 3 pm on the 27/01/2021

£35 FEE

MB Structured Investments
UK Step Down Kick Out Plan January 2021
Application & ISA Transfer
KID
Brochure
Closing date - January 27 
ISA Transfer - Closed

Deadline 3 pm on the 27/01/2021

£35 FEE

MB Structured Investments
UK Quarterly Contingent Income Plan January 2021
Application & ISA Transfer
KID
Brochure
Closing date - January 27 
ISA Transfer - Closed

Deadline 3 pm on the 27/01/2021

£35 FEE

MB Structured Investments
UK Kick Out Plan (Y2 60 ) February 2021
Application & ISA Transfer
KID
Brochure
Closing date - February 15
ISA Transfer - February 02

Deadline 3 pm on the 15/02/2021

£35 FEE

MB Structured Investments
UK Step Down Kick Out Plan (Y2 60 ) February 2021
Application & ISA Transfer
KID
Brochure
Closing date - February 15
ISA Transfer - February 02

Deadline 3 pm on the 15/02/2021

£35 FEE

Walker Crips
 Annual Kick-Out Plan (CT014)
Application
 ISA Transfer Application
KID
Brochure
Appropriate Assessment Form
Closing date - February 12
Cash ISA January 29
S&S ISA Transfer - January 22

Deadline 3 pm on the 12/02/2021

£35 FEE

Walker Crips
 Annual Kick-Out Plan (CT015)
Application
 ISA Transfer Application
KID
Brochure
Appropriate Assessment Form
Closing date - February 12
Cash ISA January 29
S&S ISA Transfer - January 22

Deadline 3 pm on the 12/02/2021

£35 FEE

Walker Crips
 Annual Kick-Out Plan (CT016)
Application
 ISA Transfer Application
KID
Brochure
Appropriate Assessment Form
Closing date - February 12
Cash ISA January 29
S&S ISA Transfer - January 22

Deadline 3 pm on the 12/02/2021

£35 FEE

Walker Crips
 Annual Kick-Out Plan (CT017)
Application
 ISA Transfer Application
KID
Brochure
Appropriate Assessment Form
Closing date - February 12
Cash ISA January 29
S&S ISA Transfer - January 22

Deadline 3 pm on the 12/02/2021

£35 FEE

Walker Crips
 
UK & US Kick-Out Plan (MS056)

Application
 ISA Transfer Application
KID
Brochure
Appropriate Assessment Form

Closing date - February 19
Cash ISA February 05
S&S ISA Transfer - January 29

Deadline 3 pm on the 19/02/2021

£35 FEE


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