MB UK Quarterly Contingent Income Plan – ISA.co.uk

MB UK Quarterly Contingent Income Plan – ISA.co.uk


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High interest: 5% per year, even if the FTSE falls up to 25%…

Achieving 5% per year even if the stock market falls by 25%, might be appealing to a wide range of investors in the current climate. We therefore expect this plan to be popular with both new and existing customers
MB UK Quarterly Contingent Income Plan - ISA.co.uk Fair Investment

Oliver Roylance-Smith

Head of Savings and Investments

MB UK Quarterly Contingent Income Plan - ISA.co.uk Fair Investment

With everything that is going on at the moment, plans that offer high interest are proving hard to come by, especially those that offer regular payments. Which is why this new plan from MB Structured Investments should be appealing to investors. 

The UK Quarterly Contingent Income Plan will pay 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 5.0% 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 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. 

If the opportunity for high interest even if the FTSE goes down, quarterly payments, and some protection of your capital sounds appealing, this plan might be worth a closer look.

Plan Details

Potential quarterly income: 1.25% (equivalent to 5.0% annually) if the Index doesn’t fall by more than 25%

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: 14 September 2020
Direct & ISA Applications: 28 September 2020

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 Quarterly Contingent Income Plan September 2020 - ISA.co.uk

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