Plan Name
Walker Crips UK Annual Kick Out Plan
Maximum Potential Return
9.25%
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
- 9.25% 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 2023/24 and 2024/25 stocks and shares ISA, ISA transfer and direct investment
- Deadline for 2023/24 ISA applications – 3 April 2024
- Deadline for ISA transfer applications – 19 April 2024
- Deadline for Direct & 2024/25 ISA applications – 3 May 2024
- 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
MB UK 5Y Annual 100 Kick Out Plan Y3 65
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 at or above its starting value
- Potential to mature early, from year 3 onwards
- Maximum 5 year term
- Available for 2023/24 and 2024/25 stocks and shares ISA, ISA transfer and direct investment
- Deadline for 2023/24 ISA applications – 5 April 2024
- Deadline for ISA transfer applications – 12 April 2024
- Deadline for Direct & 2024/25 ISA applications – 26 April 2024
- 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
Arcus 5Y UK Defensive Kick Out Plan
Maximum Potential Return
8%
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% for each year (not compounded) provided the FTSE 100 finishes at or above 95% of its starting level
- Potential to mature early, annually from year 2 onwards
- For those looking for a medium to long term investment
- Maximum 5 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for 2023/24 ISA applications by cheque – 28 March 2024
- Deadline for 2023/24 ISA applications by bank transfer– 5 April 2024
- Deadline for ISA transfer applications – 16 April 2024
- Deadline for Direct & 2024/25 ISA applications by cheque – 18 April 2024
- Deadline for Direct & 2024/25 ISA applications by cheque – 26 April 2024
- 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 £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 5Y Annual Step Down to 85 Kick Out Plan Y2 65
Maximum Potential Return
7.85%
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
- 7.85% for each year (not compounded) provided the FTSE 100 finishes above kick out level
- Required kick out level reduces from 110% to to 85% over the term
- Potential to mature early, from year 2 onwards
- Maximum 5 year term
- Available for 2023/24 and 2024/25 stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 3 April 2024
- Deadline for 2023/24 ISA applications – 5 April 2024
- Deadline for Direct & 2024/25 ISA applications – 17 April 2024
- 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 100 Kick Out Plan
Maximum Potential Return
7.6%
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
- Return equivalent to 7.6% 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 7.8%
- 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 – 24 April 2024
- Deadline for Direct & ISA applications – 9 May 2024
- 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
Mariana FTSE 100 Defensive 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 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 7 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 30 April 2024
- Deadline for Direct & ISA applications – 17 May 2024
- 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, or £5,000 if applying online
- 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 Annual Step Down to 80 Kick Out Plan
Maximum Potential Return
7.25%
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
- 7.25% 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 7.05% pa
- Available for 2023/24 and 2024/25 stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 3 April 2024
- Deadline for 2023/24 ISA applications – 5 April 2024
- Deadline for Direct & 2024/25 ISA applications – 17 April 2024
- 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 5Y UK Defensive Step Down Kick Out Plan
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 kick out level
- Required kick out level reduces from 100% to to 85% 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 2023/24 ISA applications by cheque – 28 March 2024
- Deadline for 2023/24 ISA applications by bank transfer– 5 April 2024
- Deadline for ISA transfer applications – 16 April 2024
- Deadline for Direct & 2024/25 ISA applications by cheque – 18 April 2024
- Deadline for Direct & 2024/25 ISA applications by cheque – 26 April 2024
- 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
Mariana FTSE 100 Super Defensive Kick Out Plan
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 above kick out level
- Required kick out level reduces from 105% to to 75% over the term
- 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 – 30 April 2024
- Deadline for Direct & ISA applications – 17 May 2024
- 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, or £5,000 if applying online
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
