diversified income Investment
A Private Investment Opportunity Delivering 9-11% Fixed Annual Return*
Returns Paid Quarterly | Multiple Layers of Risk Mitigation
investment overview
A diversified portfolio
delivering regular Income
If you are an investor looking to diversify beyond traditional markets and access a specialist private investment opportunity, this 24-month investment may be of interest.
The investment is structured to provide quarterly income distributions, with investor capital deployed across a diversified portfolio of carefully screened private finance opportunities, supported by multiple layers of risk mitigation.
Each opportunity undergoes expert portfolio screening and a structured assessment process, including pre-funding due diligence prior to capital being deployed. The investment also incorporates defined security measures, ongoing portfolio monitoring and ATE insurance arrangements covering specified adverse outcomes.
Investors also benefit from ongoing live portfolio visibility via the client portal.
investment highlights
Key Features of the investment
11% Fixed return
per annum*
For investments of £100,000 and above (or equivalent currency).
9% Fixed return
per annum*
For investments under £100,000 (or equivalent currency).
Portfolio
Diversification
Capital is deployed across a diversified, pre-screened portfolio.
protection measures
Multiple layers of risk mitigation and defined security arrangements.
Income Distribution
Returns are paid through regular quarterly coupons.
investment term
A 24-month investment term
with option to renew.
*The annual fixed return depends on the invested capital amount: 11% for investments of £100,000 and above |
9% for investments under £100,000 | GBP or equivalent currency.
protection measures
Multiple Layers of risk mitigation
The investment incorporates several measures designed to mitigate risk and support the protection of investor capital.
Capital is spread across a diversified portfolio with expert assessment and pre-screening undertaken before investor capital is deployed.
Each investment case in the portfolio carries a lien over its proceeds in the investor’s favour. This is supported by security over the borrowing firm. ATE (After-the-Event) insurance, underwritten using Lloyd’s of London capacity, is also in place for specified risks.
Investor coupons are front-loaded and placed in a separate account designated for scheduled interest payments, separating them from day-to-day operating cash flow.
investor suitability
Who is this investment for
- This investment may be suitable for:
- Investors looking for regular income distributions.
- Investors seeking to diversify beyond traditional markets.
- Investors seeking investment exposure away from day-to-day stock-market volatility.
- Investors concerned about capital sitting in bank accounts earning low rates of interest.
- Investors who value structured risk-mitigation and security measures.
- Investors who value ongoing portfolio visibility.
- Investors comfortable committing capital for a 24-month term.
introducing
Castle Rock International
Law & Investments
- Specialists in alternative private investments
- Management team with 35+ years' experience
- Focused on structured, income-generating opportunities
- Transparent, personal and client-first approach
The founders and management team of Castle Rock International Law & Investments have over 37 years of experience providing alternative private investments to clients worldwide. We are not tied to any single provider. This independence allows us to explore and secure carefully selected investment opportunities from leading global financial institutions, including alternative investments that are not widely available through traditional channels.
investment information
request investment details
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Castle Rock International Law & Investments SL acts solely as a contracted introducer to the investment described on this website. Castle Rock is not the issuer, borrower or provider of the investment. Neither the investment provider nor the investment itself is authorised or regulated by the Financial Conduct Authority (FCA). The investment is not protected by the Financial Services Compensation Scheme (FSCS). This communication is made in reliance on applicable exemptions under the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005. It is directed exclusively at persons reasonably believed to qualify as certified high-net-worth investors, certified or self-certified sophisticated investors, investment professionals, high-net-worth companies or other eligible recipients under the applicable exemptions. The investment is available only to eligible investors who understand the risks associated with private investments and can withstand the potential loss of some or all of their invested capital. Your capital is at risk, and you could lose some or all of the money invested. The investment provides for pre-agreed contractual returns, subject to the terms and conditions set out in the definitive legal agreements. Risk mitigation measures include defined security arrangements and ATE (After-the-Event) insurance covering specified risks. These arrangements are subject to their respective terms, conditions, limitations and exclusions and do not eliminate investment risk or guarantee returns or repayment of capital. The information contained on this website is provided for general information purposes only and does not constitute financial, legal or tax advice, an offer, or a solicitation to engage in any investment or financial service. While the information is believed to be accurate at the time of publication, no representation or warranty is made as to its accuracy, completeness, or ongoing reliability. This website may be accessed globally; however, the products and services referred to herein are not available in jurisdictions where their distribution would be contrary to applicable laws or regulations. It is the responsibility of each recipient to ensure compliance with the laws and regulations of their jurisdiction. For the avoidance of doubt, this website and the investments described are not intended for residents of the United States or Australia.