Hilbert UK Conditional Quarterly Autocall Plan

Hilbert UK Conditional Quarterly Autocall Plan


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High Income: Up to 7.0% p.a. income, even if the FTSE drops by 20%

The combination of some capital protection from a falling market, and a high income even if the stock market falls by 20%, could be attractive to a wide range of income seekers
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

Hilbert Conditional Quarterly Autocall Plan

With the FTSE 100 remaining around the 7,000 mark recently, does this make you think it will keep fall, level out, or rise in the future? Past performance cannot tell us anything about the future, but if you want to achieve 7.0% interest even if the FTSE falls up to 20%, this might be one of those times when you would consider it.

The Hilbert UK Conditional Quarterly Autocall Plan pays 1.75% per quarter provided the FTSE 100 Index has not fallen more than 20% below its level at the start of the plan – that’s a potential 7.0% 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 10 years, but also offers the opportunity to receive your initial capital back in full before then if the FTSE has risen 5% or more at the end of each quarter (from year 2 onwards). If the plan does not end early, your initial capital is returned in full provided the FTSE has not fallen by more than 40% at the end of the plan term. If it has fallen below this level, your capital will be reduced by 1% for each 1% fall, so you could lose some or all of your initial investment.

If you’re reasonably confident the FTSE will not drop by more than 20%, this plan could offer an attractive mix of high interest and some capital protection against a falling stock market

Plan Details

Potential income of 1.75% per quarter (equivalent to 7.0% per annum)

Potential to kick out (mature early) quarterly from year 2 onwards

Capital at risk product

Available for Stocks & Shares ISA, ISA Transfer and Direct Investments. Also available to businesses, charities, trusts and SIPP and SSAS pension schemes

Investment term: Maximum 10 Years

Arrangement fee applies

Minimum single investment: £5,000

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments

Deadlines

ISA Transfer applications: 18 June 2019
Direct & ISA applications by cheque: 18 June 2019
Direct & ISA applications by bank transfer: 24 June 2019

Reduced arrangement fee: For investments of £100,000 or more into this plan, processed through Fair Investment Company, your arrangement fee will be reduced to 2% of your original investment.

Hilbert UK Conditional Quarterly Autocall Plan Issue 7

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