Walker Crips SG UK Kick Out Plan

Walker Crips SG UK Kick Out Plan


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10% growth for each year, even if the FTSE rises by only a single point… 

If you’re looking for double digit growth opportunities, and are prepared to accept your capital is at risk if the FTSE falls by more than 40%, this plan is definitely worth a closer look
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

The start of a new year and a new decade can be a catalyst for many things, so why not let one of them be reviewing your investments? By offering the potential for double digit growth on your capital, this new plan from Walker Crips could be a great option to consider. 

The plan offers 10% for each year invested (not compounded), provided the value of the FTSE 100 Index at the end of each year is at or above its value at the start of the plan. For example, if this happens at the end of year 1 you would receive 10% growth, 20% at the end of year 2, 30% at the end of year 3, and so on. You would also receive a return of your original investment. 

Should the FTSE be lower at the end of every year for the full eight year term, no growth return is achieved, and your initial capital is returned unless the FTSE has fallen by more than 40%. If it has, your initial capital is reduced by 1% for each 1% fall, so your capital is at risk. 

So not only does the plan offer some capital protection against a falling stock market, but also the opportunity for as much as 10% growth in as little as 12 months.

Plan Details

Potential Return: 10% per annum in years 1, 2, 3, 4, 5, 6, 7 or 8

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 8 Years

Arrangement fee applies

Minimum single investment: £10,000

Maximum ISA investment: £20,000

No maximum for ISA transfers and non-ISA investments

Deadlines

Stock & Shares ISA Transfer Applications: 7 May 2020
Cash ISA Transfer Applications: 15 May 2020

Direct & ISA Applications: 29 May 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.

Walker Crips SG UK Kick Out Plan (SG007)

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