Plan Name
Walker Crips UK & US Kick Out Plan
Maximum Potential Return
8.25%
per annum
Important Information: Structured investment plans are not capital protected and are 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 underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
More information on this product
- 8.25% for each year (not compounded) provided the FTSE 100 finishes higher than its starting value
- Potential to mature early, from year 1 onwards
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for Stocks & Shares ISA transfer applications – 29 January 2021
- Deadline for Cash ISA transfer applications – 5 February 2021
- Deadline for Direct & ISA applications – 19 February 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £10,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
Investec FTSE 100 Enhanced Kick Out Plan
Maximum Potential Return
8.1%
per annum
Important Information: Structured investment plans are not capital protected and are 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 underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
More information on this product
- 8.1% for each year (not compounded) provided the FTSE 100 finishes the same or higher than its starting value (subject to averaging)
- Potential to mature early, from year 1 onwards
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 19 March 2021
- Deadline for Direct & ISA applications – 1 April 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £3,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Maximum Potential Return
7.5%
per annum
Important Information: Structured investment plans are not capital protected and are 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 underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
More information on this product
- 7.5% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
- Potential to mature early, from year 1 onwards
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 10 February 2021
- Deadline for Direct & ISA applications – 24 February 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
Walker Crips Annual Kick Out Plan
Maximum Potential Return
7.5%
per annum
Important Information: Structured investment plans are not capital protected and are 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 underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
More information on this product
- 7.5% for each year (not compounded) provided the FTSE 100 finishes higher than its starting value
- Potential to mature early, from year 1 onwards
- Maximum 7 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for Stocks & Shares ISA transfer applications – 22 January 2021
- Deadline for Cash ISA transfer applications – 29 January 2021
- Deadline for Direct & ISA applications – 12 February 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £10,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
Investec FTSE 100 8 Year Kick Out Plan
Maximum Potential Return
7.45%
per annum
Important Information: Structured investment plans are not capital protected and are 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 underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
More information on this product
- 7.45% for each year (not compounded) provided the FTSE 100 finishes the same or higher than its starting value (subject to averaging)
- Potential to mature early, from year 2 onwards
- Maximum 8 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 19 March 2021
- Deadline for Direct & ISA applications – 1 April 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £3,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
MB UK Kick Out Plan Y2 60
Maximum Potential Return
7%
per annum
Important Information: Structured investment plans are not capital protected and are 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 underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
More information on this product
- 7% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
- Potential to mature early, from year 2 onwards
- Maximum 7 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 24 February 2021
- Deadline for Direct & ISA applications – 10 March 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
MB UK Step Down Kick Out Plan
Maximum Potential Return
6%
per annum
Important Information: Structured investment plans are not capital protected and are 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 underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
More information on this product
- 6% for each year (not compounded) provided the FTSE 100 finishes above kick out level
- Required kick out level reduces from 105% to to 80% over the term
- Potential to mature early, from year 1 onwards
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 10 February 2021
- Deadline for Direct & ISA applications – 24 February 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
MB UK Step Down Kick Out Plan Y2 60
Maximum Potential Return
5.75%
per annum
Important Information: Structured investment plans are not capital protected and are 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 underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
More information on this product
- 5.75% for each year (not compounded) provided the FTSE 100 finishes above kick out level
- Required kick out level reduces from 105% to to 80% over the term
- Potential to mature early, from year 1 onwards
- Maximum 7 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 24 February 2021
- Deadline for Direct & ISA applications – 10 March 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
Investec FTSE 100 Step Down Kick Out Plan
Maximum Potential Return
5.43%
per annum
Important Information: Structured investment plans are not capital protected and are 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 underlying investment. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.
More information on this product
- 5.43% for each year (not compounded) provided the FTSE 100 finishes at or above kick out level
- Required kick out level reduces from 100% to to 80% over the term
- Potential to mature early, from year 2 onwards
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 19 March 2021
- Deadline for Direct & ISA applications – 1 April 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £3,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
