MB UK Kick Out Plan Y2 60

MB UK Kick Out Plan Y2 60


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High growth: potential 6.3% per year if the FTSE rises by any amount…

The combination of 6.3% annual growth if the FTSE is at or above its starting value, along with some capital protection in the event the market falls up to 40%, means this investment could be attractive to a wide range of investors
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

With the recent market volatility, do you think the FTSE 100 might  go up in the coming years? If you do then the opportunity for 6.3% growth and a full return of capital in as little as 2 years may be of interest.

The UK Kick Out Plan Y2 60 from MB offers 6.3% for each year invested (not compounded) provided the FTSE 100 Index at the end of each year is at or above its value at the start of the plan. That’s a potential 12.6% in 2 years, 18.9% in 3 years, and so on, along with a return of your initial investment.

The plan has a maximum term of seven years, and if the Index is lower at the end of each year for the full term, no growth is achieved and your capital is returned to you unless the FTSE has fallen more than 40%. If it has, your initial capital is reduced by 1% for each 1% fall, so your capital is at risk.

With the opportunity for good returns  even if the FTSE goes up by any amount over the next 7 years, and a low capital at risk barrier, this plan could offer a compelling combination of risk versus reward in the current climate.

Plan Details

Potential Return: 6.3% for each  year invested (not compounded), if the FTSE rises by any amount

Potential to mature early (kick out) each year from year 2 onwards
Capital At Risk Product – 60% barrier

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 7 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: 5 January 2022
Direct & ISA Applications: 19 January 2022

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.

Important Information: This is a structured investment plan which is not capital protected and is 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.

MB UK Kick Out Plan Y2 60 January 2022

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