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Structured investment options forwhat matters.
Explore structured investment options designed around clarity, access and long-term goals, with digital client access and dedicated support.
THE APPLETON VIEW
See the whole picture.
Purpose first. Structure second.
03 investment
SCROLL
INVEST WITH CLARITY
APPLETON / 2026
CLARITY ✦ PERSPECTIVE ✦ ACCESS ✦ RELATIONSHIP ✦ DISCIPLINE ✦
CLARITY ✦ PERSPECTIVE ✦ ACCESS ✦ RELATIONSHIP ✦ DISCIPLINE ✦
02 WAYS TO INVEST
THREE OPTIONS / ONE CLEAR VIEW
Explore investment optionsbuilt for different goals.
Explore Appleton's three current listed routes through a visual selector built to make the differences obvious at a glance.
01 / ACCESS Base Camp £250 minimum
01 Base Camp Access-led route 2%
02 The Climb Growth-led route 2–4%
03 Summit Fund Income-focused route 5%
03 SAVING MADE EASY
NO LONG PROCESS / JUST A CLEAR PATH
Make investingeasier to navigate.
Move from financial goal to active investment through a straightforward journey: choose your direction, open your account and stay connected.
01
DEFINE YOUR GOAL Define your goal. Start with the outcome you want to work toward and identify the investment route that matches your objectives.
Explore your options 02
OPEN YOUR ACCOUNT Register your account. Register your account, fund it and move from planning into an active investment relationship.
Register your account 03
STAY CONNECTED Keep track of your investment. Use online client access and direct support to keep visibility of your account as it develops.
Open client access
APPLETON / EXPERIENCE “ Simple does not mean basic. It means every important step is easy to see.
— THE APPLETON APPROACH
04 / PERSPECTIVE
See the widerinvestment picture.
Investment decisions deserve context. Appleton combines a clear product view, practical information and an approach built around the goals behind the decision.
01 Context Start with the wider picture.
02 Structure Understand the route.
03 Action Move when it makes sense.
A
05 CURRENT LISTED TERMS
Compare Appleton's investment options,side by side.
Review the three currently listed investment options, then use the comparison table for key differences. Figures shown are current listed terms; product documentation and applicable conditions take precedence.
01 / ACCESS 01
Base Camp
MONTHLY INTEREST 2% guaranteed
Minimum investment £250
Hands-off structure 24/7 support Flexible term Choose Base Camp
Growth route
02 / GROWTH 02
The Climb
MONTHLY INTEREST 2–4% depending on level
Minimum investment £5,000
Hands-off structure 24/7 support Flexible term Choose The Climb
03 / INCOME 03
Summit Fund
MONTHLY RATE 5% listed monthly rate
Minimum investment £50,000
Hands-off structure 24/7 support Product-specific terms Choose Summit Fund
FULL COMPARISON One view. Every key detail.
Updated presentation of current listed terms
FEATURE
BASE CAMP
THE CLIMB
SUMMIT FUND
Monthly interest
2% guaranteed
2–4% depending on level
5% listed monthly rate
Minimum investment
£250
£5,000
£50,000
Investment involves risk. Rates, eligibility, product terms and availability may change. Review the relevant product documentation before investing.
06 THE DIGITAL RELATIONSHIP
Stay connected toyour investment.
Keep account information close at hand with online client access, account visibility and direct support from the Appleton team.
APPLETON ACCOUNT VIEW £128,450
APPLETON •••
PORTFOLIO VALUE £128,450
Monthly movement +2.4%
Available £24,680
07 THE APPLETON CODE
The principles behindAppleton.
01 Clarity Keep the important information easy to find and easier to understand.
02 Perspective Step back from the headline and look at the wider objective.
03 Access Bring digital tools and human support closer to the decision.
04 Discipline Build a process that is considered, repeatable and purposeful.
08 STRAIGHT ANSWERS Answers to commoninvestment questions. Ask the team
Are these investments risk-free? Investing involves risk. Review the relevant product documentation, terms and disclosures before making an investment decision.
What is the minimum investment? The currently listed minimums are £250 for Base Camp, £5,000 for The Climb and £50,000 for Summit Fund.
Can I access my account online? Yes. Client access is available through the online platform, alongside ongoing support from the team.
How do I get started? Start by registering your account or contacting the team. You can then explore the available routes and review the relevant terms before proceeding.
YOUR NEXT MOVE Take the next stepwith Appleton. Explore the options, review the terms and start a conversation with Appleton.
Begin your journey AIG 08 / 08
KEEP THE SIGNAL
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