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Earn more on your investments with Early Investor Interest

We’re delighted to announce the launch of Early Investor Interest, our new initiative that means you could earn more on your investment.

Investments into listed bonds typically don’t start earning interest until a bond lists. For investors with Wellesley this meant that funds committed to a bond during the subscription period did not earn interest during this period; interest only started accruing when the bond was listed on the regulated exchange, Euronext Dublin.

We think investors deserve a better deal, so we decided to change the rules.

As of August 2019, investors into Wellesley’s listed bonds will earn interest for the whole month of the subscription period if they subscribe to the bond in the first half of the month. This means that early investors will receive an additional month’s interest on their investment.

How Early Investor Interest works
Taking advantage of Early Investor Interest is easy. Simply ensure you’ve subscribed funds to a listed bond by the Early Investor Interest deadline and we’ll pay the extra month’s interest into your holding account when the bond lists.

In order to be eligible, you must have:

  • subscribed funds into a bond by the Early Investor Interest deadline
  • sufficient funds in your holding account before Early Investor Interest deadline

Instructions on how to do both can be found here.

Wellesley will then calculate one month’s interest using the rate set by the bond you’ve subscribed to and will pay into your Wellesley holding account when the bond lists.

 

Bear in mind

Wellesley Property Bond

  • The Wellesley Property Bond has a fixed rate and duration.
  • The Wellesley Property Bond is an ISA eligible investment, allowing you to earn tax free interest on your investment. Please note, tax allowances and the tax efficient benefit of ISAs could change in the future.

Your capital is at risk and interest payments are not guaranteed. Investment in any Wellesley Property Bonds are not covered by the Financial Services Compensation Scheme (FSCS). In the event of a loan default or if Wellesley Secured Finance Plc becomes insolvent, you may lose some or all of your investment, including interest payments due. If you are in any doubt about making an investment or do not fully understand the risks, you are strongly recommended to consult an independent professional financial adviser before you subscribe.

Wellesley is the singular name for the following collective of companies, Wellesley Group Limited (09811856), Wellesley & Co Limited (07981279) and Wellesley Finance Plc (08331511). Wellesley Secured Finance Plc was established as a special purpose vehicle for the sole purpose of issuing asset backed securities and is not part of Wellesley Group.

The information contained in this website has been approved as a financial promotion for UK publication by Wellesley & Co Limited (FRN 631197) who is authorised and regulated by the Financial Conduct Authority (FCA). Wellesley Property Bonds are issued by Wellesley Secured Finance Plc (the Issuer) and is not authorised or regulated by the FCA.

Wellesley & Co Limited and Wellesley Finance Plc are registered in England and Wales and their registered office and trading address is at St Albans House, 57/59 Haymarket, London SW1Y 4QX. The registered address for Wellesley Secured Finance Plc is at 1 Bartholomew Lane, London, EC2N 2AX.

 

Require further information?
Call our customer service team on 0800 888 6001 or e-mail us on [email protected]