Plan Name
Walker Crips UK Annual Kick Out Plan
Maximum Potential Return
10%
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
- 10% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
- Potential to mature early, from year 3 onwards
- Maximum 7 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 27 October 2023
- Deadline for Direct ISA applications – 10 November 2023
- 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
Meteor FTSE Kick Out Plan
Maximum Potential Return
9.6%
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
- 9.6% 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 5 year term
- Alternative option also available with lower 60% capital at risk barrier offering a potential 9.45% pa
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 6 September 2023
- Deadline for Direct & ISA applications – 20 September 2023
- 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 or £2,500 per option
- An arrangement fee applies to this plan
- Product designed to be held for the full term
Plan Name
Meteor FTSE Defensive Kick Out Plan
Maximum Potential Return
9%
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
- 9% for each year (not compounded) provided the FTSE 100 finishes above kick out level
- Required kick out level reduces from 105% to to 85% over the term
- Potential to mature early, from year 1 onwards
- Maximum 6 year term
- Alternative option also available with lower 60% capital at risk barrier offering a potential 8.75% pa
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – Plan now closed for applications
- Deadline for Direct ISA applications – Plan now closed for applications
- 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, or £2,500 per option
- 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 65
Maximum Potential Return
8.7%
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
- 8.7% for each year (not compounded) provided the FTSE 100 finishes above kick out level
- Required kick out level reduces from 105% to to 85% over the term
- Potential to mature early, from year 2 onwards
- Maximum 5 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 13 September 2023
- Deadline for Direct & ISA applications – 27 September 2023
- 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 Super Defensive Kick Out Plan Y3 65
Maximum Potential Return
8.6%
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
- 8.6% for each year (not compounded) provided the FTSE 100 finishes above kick out level
- Required kick out level reduces from 110% to to 75% over the term
- Potential to mature early, from year 3 onwards
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 13 September 2023
- Deadline for Direct & ISA applications – 27 September 2023
- 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
Meteor FTSE Daily Kick Out Plan Y2
Maximum Potential Return
8.5%
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
- Return equivalent to 8.5% pa if the FTSE 100 finishes at or above its starting value on a daily measurement date
- Potential return will equal the number of days since the Start Date of the Plan, divided by 365 and multiplied by 8.5%
- Potential to mature early, every day from year 2 onwards
- Maximum 7 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 6 September 2023
- Deadline for Direct & ISA applications – 20 September 2023
- 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
Causeway Securities FTSE 100 Defensive Kick Out Plan
Maximum Potential Return
8.4%
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
- 8.4% for each year (not compounded) provided the FTSE 100 finishes at or above 90% of its starting level
- Potential to mature early, annually from year 3 onwards
- For those looking for a medium to long term investment
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 8 September 2023
- Deadline for Direct & ISA applications – 22 September 2023
- 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
Meteor FTSE Step Down Kick Out Plan
Maximum Potential Return
8.35%
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
- 8.35% for each year (not compounded) provided the FTSE 100 finishes 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 5 year term
- Alternative option also available with lower 60% capital at risk barrier offering a potential 8.2% pa
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 11 September 2023
- Deadline for Direct & ISA applications – 25 September 2023
- 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 or £2,500 per option
- 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
Arcus 6Y UK Defensive Step Down Kick Out Plan
Maximum Potential Return
7.82%
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
- 7.82% 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, annually from year 2 onwards
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 20 October 2023
- Deadline for Direct ISA applications by cheque – 27 October 2023
- Deadline for Direct ISA applications by bank transfer– 3 November 2023
- 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
