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
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
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
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
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
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