Walker Crips UK 95% Annual Kick Out Plan

Walker Crips UK 95% Annual Kick Out Plan


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Potential high growth in a falling market: 8% per year, even if the FTSE drops by 5%…

If the value of the FTSE had fallen 5% in two years’ time, but you still received a 16% growth payment along with a return of your initial capital, would you consider that a good investment?
Oliver Roylance-Smith

Oliver Roylance-Smith

Head of Savings and Investments

Most plans that offer the opportunity for a growth return even if the FTSE 100 falls, still make you wait at least three years before the FTSE level required is below its level at the start of the plan. This plan from Walker Crips however, offers to kick out from year 2 onwards, even if the FTSE has fallen by up to 5%. 

The UK 95% Annual Kick Out Plan has a maximum term of 8 years, but will mature early (‘kick out’) at the end of each year from year 2 onwards, provided the FTSE has not fallen more than 5% below its value at the start of the plan. If it kicks outs, you receive 8% for year invested, along with a return of your initial capital. 

If the Index has fallen more than 5% at the end of each year no investment growth is paid, and your initial capital is returned in full unless the Index has fallen by more than 35% at the end of plan. If it has, your capital will be reduced by 1% for each 1% fall, and so your capital is at risk. 

For those investors who want the opportunity to secure a good level of growth, in as early as 2 years, even if the FTSE has fallen up to 5%, this plan could offer a compelling option.

Plan Details

Potential Return: 8% for each  year invested (not compounded), unless the FTSE drops by more than 5%

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

Capital At Risk Product – 65% 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 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

ISA Transfer Applications: 20 May 2022
Direct & ISA Applications: 3 June 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.

Walker Crips UK 95% Annual Kick Out Plan CT036

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