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Choice

INVESTMENTS

INVESTMENTS OVERVIEW

Create Personal Investments Built Just For You

Is your broker offering the same old investments? Are there better ways to invest your money?
Yes – now you have a CHOICE. Discover new and better ways to invest your money.

  • Enjoy the upside potential of the market with the downside protection of a certificate of deposit
  • Build personalized liquidity schedules based on when and how much you need cash back
  • Leverage your position to increase your potential market return, while protecting as much principal as you like

Check out some of the latest investment solutions that give you a CHOICE!

Market Linked CD

PRODUCT DESCRIPTION:

This account will provide the potential upside of the stock market while protection from losing any of your initial deposit.

Customers may personalize a combination of guaranteed APY and potential market-powered returns that best matches their needs

This Product Is Ideal For

  • Savers and investors who wish to enjoy the upside potential of the stock market and the peace of mind knowing that their principal is always protected
Disclaimer: This is only an example of a product (priced December 2011) that can be sold using the CHOICE Savings & Investments technology. Product examples are just that – examples. CHOICE gives your institution great flexibility in designing the savings and investment products it wishes to sell, including maturities, funding costs, linked underlying assets, liquidity features and more. CHOICE is a technology and service provider and does not issue bank deposits or securities.

PROTECTED Note

PRODUCT DESCRIPTION:

A structured note can be an attractive investment vehicle to capture the upside of an underlying asset while having full downside protection -- subject to the issuing financial institution's faith and credit.

The easy-to-use front line sales tool helps investors with the feature selection.

This Product Is Ideal For

  • Affluent investors who wish to have an interest in a certain asset or asset class without directly investing in it.
Disclaimer: This is only an example of a product (priced December 2011) that can be sold using the CHOICE Savings & Investments technology. Product examples are just that – examples. CHOICE gives your institution great flexibility in designing the savings and investment products it wishes to sell, including maturities, funding costs, linked underlying assets, liquidity features and more. CHOICE is a technology and service provider and does not issue bank deposits or securities.

BUFFERED NOTE

PRODUCT DESCRIPTION:

A structured note can be an attractive investment vehicle to capture the upside of an underlying asset while having SOME downside protection -- subject to the financial institution`s faith and credit.

The easy-to-use front line sales tools help investors with the feature selection. For instance the customer may decide how much downside protection they wish to enjoy. Remember, the higher the protection the lower the participation in the underlying.

This Product Is Ideal For

  • Investors who wish to have an interest in a certain asset or asset class without directly investing in it.
  • Investors who wish to have some downside protection and a leveraged participation in the underlying asset.
Disclaimer: This is only an example of a product (priced December 2011) that can be sold using the CHOICE Savings & Investments technology. Product examples are just that – examples. CHOICE gives your institution great flexibility in designing the savings and investment products it wishes to sell, including maturities, funding costs, linked underlying assets, liquidity features and more. CHOICE is a technology and service provider and does not issue bank deposits or securities.