Focus FTSE Kick Out Plan December 2017

The potential for 8.7% gross annual growth and early maturity

If you could achieve 8.7% growth plus a full return of capital in just 12 months, would that be a compelling investment proposition? Well that’s exactly what’s on offer from the latest issue of the Focus FTSE Kick Out Plan, and its proving popular with our existing investors.

The plan has a maximum term of six years, but will ‘kick out’ early provided the level of the FTSE 100 Index at the end of any plan year is higher than its value at the start of the plan. If it is, then you will receive 8.7% for each year invested (not compounded), plus your initial investment back.

If the FTSE closes below its start level each year, no growth return will be paid and your initial investment will be returned in full unless the Index has fallen by more than 40% at the end of the plan. If it has, your initial capital will be reduced by 1% for each 1% fall, so you could lose some or all of your investment.

So depending on your view of the FTSE 100, this plan could offer a compelling combination of high growth potential along with some capital protection if the market stays relatively flat.

Plan Details
  • Potential fixed payment of 8.7% gross for every year the Plan is active
  • Capital at risk product*
  • Investment term - Up to 6 Years
  • Arrangement fee applies
  • Minimum single investment - £5,000
  • Maximum ISA investment - £20,000
  • ISA transfers accepted
  • No maximum total investment
  • The Plan is available for Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts
  • Investment deadline for ISA transfers: 11 December 2017 
  • Investment deadline for direct and ISA investment by cheque: 19 December 2017 
  • Investment deadline for direct and ISA investment by bank transfer: 27 December 2017 

*The return of your capital depends on the performance of the FTSE 100 Index and the ability of the counterparty (Credit Suisse AG) to repay the monies.

Reduced arrangement fee: For investments of £100,000 or more into this plan, processed through Fair Investment Company, your arrangement fee will be reduced to 2% of your original investment.

"Kick out plans seem to attract particular Oliver Roylance-Smith, Directorinterest when the market is at a high level since they can provide competitive returns even if the FTSE stays relatively flat - and with the potential for 8.7% annual growth, this investment could be appealing." 

Oliver Roylance-Smith,
Head of Savings and Investments

Request a brochure by email and post:
Focus FTSE Kick Out Plan December 2017
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This is a structured investment plan that is not capital protected and is not covered by the Financial Services Compensation Scheme (FSCS) for default alone. There is a risk of losing some or all of your initial investment due to the performance of the FTSE 100 Index.

There is a risk that the company backing the plan or any company associated with the plan may be unable to repay your initial investment and any returns stated. In addition, you may not get back the full amount of your initial investment if the plan is not held for the full term.

If you are at all unsure of the suitability of these types of investment, both in respect of their objectives and their risk profile, you should seek independent financial advice.

Fair Investment Company Limited is Authorised and Regulated by the Financial Conduct Authority.