Due to the government recommendations on the Coronavirus pandemic our office is running at a reduced capacity. As a result there may be delays in processing investment applications. We therefore recommend sending in your completed application well in advance of any deadline. Please note the providers we deal with are operating on a business as usual basis. Thank you for your understanding.
MB UK Quarterly Contingent Income Plan
Investment Offer
Up to 5% interest pa with quarterly payments
Quarterly interest even if the FTSE falls by 25%…
5% interest each year is a strong headline return, especially when this can be achieved even if the FTSE 100 Index falls up to 25%.“The combination of high interest potential and quarterly payments, along with a defensive feature meaning you get paid even if the stock market falls 25%, means we expect this plan to be popular.” Oliver Roylance-Smith, head of savings and investmentThe MB UK Quarterly Contingent Income Plan pays 1.25% at the end of each quarter, provided the FTSE 100 Index has not fallen more than 25% below its level at the start of the plan – that’s a potential 5% interest per year. If the Index does close below this level, no interest is paid for that quarter. The plan has a maximum term of 6 years, but also offers the opportunity to receive your initial capital back in full before then if the FTSE is at or above its initial level at the end of each quarter (from year 1 onwards). If the plan does not end early, your initial capital is returned in full provided the FTSE has not fallen by more than 35% at the end of the plan term. If it has, your initial investment will be reduced by 1% for each 1% fall, so your capital is at risk. Available for ISA, ISA transfers and non-ISA investments Capital is at risk. 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. Income payments are not guaranteed and there is a risk of losing some or all of your initial investment due to the performance of the FTSE 100 Index. More info »
Investment Income Plans
Select Income Funds
Invest From
£25 per month or £100 single
Fund
High Income
Income Yield
4.76%*
Income Paid Monthly
Income Paid Monthly
ISA, SIPP & Direct Investment
Invest From
£25 per month or £100 single
Fund
Multi Manager High Income
Income Yield
5.03%*
Income Paid Monthly
Income Paid Monthly
ISA, SIPP & Direct Investment
Invest From
£25 per month or £100 single
Fund
Asian Income
Income Yield
3.70%*
Income Paid Quarterly
Income Paid Quarterly
ISA, SIPP & Direct Investment Options
Invest From
£25 per month or £100 single
Fund
Money Builder
Income Yield
3.12%*
Income Paid Monthly
Income Paid Monthly
ISA, SIPP & Direct Investment
Invest From
£25 per month or £100 single
Fund
Global Equity Income
Income Yield
2.70%*
Income Paid Quarterly
Income Paid Quarterly
ISA, SIPP & Direct Investment Options
Invest From
£25 per month or £100 single
Fund
Ethical Equity
Income Yield
2.27%*
Income Paid Annually
Income Paid Annually
ISA, SIPP & Direct Investment Options
Important Risk Information:
This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.
Different types of investment carry different levels of risk and may not be suitable for all investors. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.
* Details of how the Financial Services Compensation Scheme applies to investment firms can be found at fscs.org.uk.