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FAQs

How do I order Plan literature and application forms?

You can either call our dedicated structured products/deposits helpline on 020 7065 6699 or send an email by clicking here. Please outline your name, address, the Plan you are interested in and how many copies you require.

Who can I call for help and advice on completion of application forms?

Our dedicated team is available to help you with any query you may have. You can call our dedicated administration helpline on 020 7065 6666 or alternatively you can use out Live chat function at the bottom right of this page.

Where do I send completed application forms and monies?

Structured Deposit Plans:
Structured Deposits Department,
James Brearley & Sons,
Walpole House, Unit 2,
Burton Road, Blackpool,
Lancashire, FY4 4 NW.

Phone: +44 (0)1253 831165

For more information, please visit www.jbrearley.co.uk.

Please ensure that the payment reference for bank transfers matches the name of the account from where the money is being sent.

Structured Investment Plans:
Structured Products Department,
Hargreave Hale Limited,
9-11 Neptune Court,
Hallam Way,
Blackpool, FY4 5LZ.

Phone: +44 (0)1253 754700

For more information, please visit www.hargreave-hale.co.uk.

Please ensure that the payment reference for bank transfers matches the name of the account from where the money is being sent.

Who should cheques be made payable to?

Structured Deposit Plans:

“James Brearley & Sons Client Account”

Please ensure that the name on the cheques presented matches the name of the applicants, inclusive of any middle names.

Investment Plans:

“Hargreave Hale Limited – Client Account re Mariana”

Please ensure that the name on the cheques presented matches the name of the applicants, inclusive of any middle names.

Who do I call if I have any general questions?

If you require any assistance with an administration query, please contact our administration team on 0207 065 6666.

For queries relating to Mariana investment products please call 0207 065 6699.

Who do I call to arrange a visit/presentation from the Structured Products team?

Our team has considerable experience in presenting at large industry seminars, group of advisers in advisory firms or indeed one on one sessions for an individual adviser for specific clients. We also present to advisers to satisfy CPD requirements. You can submit a request for a presentation by clicking here or alternatively you can contact us on our dedicated helpline 020 7065 6699.

Who do I call to find out if you have received the applications I have submitted?

Please call our dedicated administration helpline on 020 7065 6666.

I am interested in creating a bespoke product for my clients, who can I discuss this with?

Our structuring team would be happening to assist with creating a tailored product for your clients. Please call 020 7065 6699 for more information.

Do you support Adviser charging?

Yes, Adviser charging is fully supported; please refer to the plan brochure for further information.

 

RISK WARNING

The following pages refer to Mariana investment products. It is important that you read and understand the risk statements below before you proceed.

Mariana’s investment products may provide both individual and institutional investors with flexible and innovative investment solutions offering varying levels of risk, asset exposure, capital protection and tax exposure.

It is important, however, that you understand the risks attached to your investments. The key risk factors are summarised below, but please remember that these are general risks and the risks that are relevant to individual products are set out in the brochure for that product.

Mariana does not provide investment advice in relation to investment products and we strongly recommend that you discuss any proposed investment with your financial adviser before you invest.

Investment in a Mariana product should form part only of your investment portfolio. You should also maintain savings you can access at short notice in case of emergency to meet any short term cash needs that may arise during the term of your investment.

Investment Risk – This is the risk arising from the market(s) or asset(s) into which your investment is made or to which the performance of your investment is linked. Their value might decrease, which could cause you to lose money or, if they increase, the amount of the increase may be greater than the return you get from your investment in a Mariana product.

Counterparty Risk – This is the risk that the financial institution by whom your investment is backed gets into financial difficulties and does not, or cannot, pay the amounts due in relation to your investment. This could cause you to lose some or all of your money and any investment returns that would have otherwise been payable.

Term Risk – This is the risk that an investor’s circumstances could change, forcing the early encashment of an investment. Such early encashment will be subject to a fee and the amount repaid is likely to be less than the initial capital invested. An investor should be aware that they may not be able to access the value of their investment immediately.

Inflation Risk – This is the risk that inflation may reduce the real value of your investment over time.

Tax Risk – The values of any tax reliefs generated by your investment will depend on your individual circumstances. You should note that the levels and bases of taxation and reliefs available may change in the future and changes may be applied retrospectively.

ISA Transfer Risk – if you wish to transfer an existing ISA, it must be done in cash. This means that your existing ISA manager will sell your investment and you are likely to be charged an exit fee. There is then the possibility of a loss of income or growth if markets should rise while your transfer is being processed.

Cancellation Risk – This is the risk that if you decide to cancel the investment after it has been purchased you are likely to lose some of your money.

It is important that you read all the related Mariana product literature carefully and in full so that you understand how the product works and can decide whether or not you are prepared to accept the risks and the possible consequences of investing in a particular product, before proceeding with your investment.

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