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Mariana For Advisers Platform

We are delighted to be able to offer advisers the ability to invest into our Structured Products through the MarianaForAdvisers  Platform.

The platform allows advisers and their clients to invest into Mariana Structured Products online, using online signatures.  The platform will also allow advisers and clients to monitor the performance of their investments, receive and review online correspondence and offering a simple rollover functionality when plans mature into new Mariana investments.

We have worked in conjunction with Investec and Goldman Sachs to offer a reinvestment facility for matured Investec Structured Products now that they are no longer offering new products.  The innovative rollover facility will allow advisers who have clients with recently matured Investec products to seamlessly rollover the maturity proceeds to the MarianaForAdvisers platform from  InvestecForAdvisers.

Rollover proceeds can be reinvested into Mariana’s plans with Goldman Sachs as the counterparty.

For advisers whose firms are existing users of the Investec platform

Your clients’ holdings of Investec Structured Products will appear within the Investec platform. This will include holdings that were invested in digitally on the platform, as well as holdings that were arranged via the regular paper-based application process.

When clicking on a client’s account, a new table will display near the top of the screen to show products that have recently matured where the maturity proceeds have not yet been paid out to the client and remain available for reinvestment.  Any matured products which display within this new table can be selected for reinvestment into a Mariana product.

Prior to being able to initiate a reinvestment into a Mariana product, the screen will display a checklist of items that first need to be completed. This checklist includes 2 key one-off actions;

  1. Your Firm registering to use the www.MarianaForAdvisers.com platform
  2. Yourself as the client’s adviser registering to use the www.MarianaForAdvisers.com platform

Once the checklist has been completed, you will be able to select one or more matured products to reinvest. Upon making the selection, you will be re-directed across to the www.MarianaForAdvisers.com platform to complete the product application process on our platform.

Once the new product application is fully signed, Investec’s administrator will be instructed to send the reinvestment proceeds directly to our own administrator, James Brearley thereby bypassing the need for any maturity proceeds to first be returned to the client before any reinvestment can take place.

Upon rollover, your client’s details will be replicated on the Mariana platform so there is no need to re-enter their details.

For advisers who have previously used Investec Structured Product but have not registered to use the Investec platform

In order to be able to make use of this new rollover facility, both the Firm and the adviser will first need to register on the www.InvestecForAdvisers.com platform.  Upon access being granted, please let us know – we have a process in place with Investec whereby we can arrange for any of your outstanding Investec products to be uploaded and appear within the Investec platform under your newly registered account.  Providing visibility of any Investec product previously purchased on behalf of your clients is not instantaneous and will take around a week for us to arrange.  Once this has been done, you will be able to follow the process outlined above.

The platform is simple to use, and we can offer full training to all advisers. Please contact us at ukinvestments@marianainvestments.com or 02070696699 for more information. A user guide can also be downloaded here

 

 

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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