Plan Name
Causeway Securities FTSE 100 Kick Out Plan
Maximum Potential Return
7.7%
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 7.7% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
- Potential to mature early, from year 3 onwards
- For those looking for a medium to long term investment
- Maximum 8 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 29 October 2021
- Deadline for Direct & ISA applications – 12 November 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £10,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
MB UK Kick Out Plan Y2 65
Maximum Potential Return
7.5%
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 7.5% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
- Potential to mature early, from year 2 onwards
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 3 November 2021
- Deadline for Direct & ISA applications – 17 November 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
Mariana FTSE 100 Kick Out Plan
Maximum Potential Return
7.5% pa
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 7.5% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
- Potential to mature early, from year 2 onwards
- Maximum 6 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 6 October 2021
- Deadline for Direct & ISA applications – 22 October 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £10,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
MB UK Growth Kick Out Plan
Maximum Potential Return
7.4%
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 7.4% for each year (not compounded) provided the FTSE 100 finishes 5% or more above its starting level
- Potential to mature early, from year 1 onwards
- Maximum 5 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 1 October 2021
- Deadline for Direct & ISA applications – 15 October 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
Walker Crips UK Semi-Annual Kick Out Plan 65% Barrier
Maximum Potential Return
7.25%
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 3.625% for each six month period (not compounded) provided the FTSE 100 finishes at or above its starting value, equivalent to 7.25% pa
- Potential to mature early, every 6 months, from year 2 onwards
- Maximum 7 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 29 October 2021
- Deadline for Direct & ISA applications – 12 November 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £10,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
Walker Crips UK Semi-Annual Kick Out Plan 60% Barrier
Maximum Potential Return
6.75%
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 3.375% for each six month period (not compounded) provided the FTSE 100 finishes at or above its starting value, , equivalent to 6.75% pa
- Potential to mature early, every 6 months, from year 2 onwards
- Maximum 7 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 29 October 2021
- Deadline for Direct & ISA applications – 12 November 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £10,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
Meteor FTSE Defensive Kick Out Plan
Annual Income
6.25%
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 6.25% for each year (not compounded) provided the FTSE 100 finishes above kick out level
- Required kick out level reduces from 100% to to 85% over the term
- Potential to mature early, from year 2 onwards
- Maximum 7 year term
- Alternative option also available with lower 60% capital at risk barrier offering a potential 5.55% pa
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 13 October 2021
- Deadline for Direct & ISA applications – 27 October 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000 or £2,500 per option
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
MB UK Step Down Kick Out Plan
Maximum Potential Return
6.05%
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 6.05% for each year (not compounded) provided the FTSE 100 finishes above kick out level
- Required kick out level reduces from 105% to to 85% over the term
- Potential to mature early, from year 1 onwards
- Maximum 5 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 3 November 2021
- Deadline for Direct & ISA applications – 17 November 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
MB UK Super Defensive Kick Out Plan
Maximum Potential Return
5.7%
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 5.7% for each year (not compounded) provided the FTSE 100 finishes above kick out level
- Required kick out level reduces from 105% to to 70% over the term
- Potential to mature early, from year 1 onwards
- Maximum 7 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 3 November 2021
- Deadline for Direct & ISA applications – 17 November 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 35% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
Plan Name
MB UK Kick Out Plan Y2 60
Maximum Potential Return
5.25%
per annum
Important Information: Structured investment plans are not capital protected and are 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.
More information on this product
- 5.25% for each year (not compounded) provided the FTSE 100 finishes at or above its starting value
- Potential to mature early, from year 2 onwards
- Maximum 5 year term
- Available for stocks and shares ISA, ISA transfer and direct investment
- Deadline for ISA transfer applications – 1 October 2021
- Deadline for Direct & ISA applications – 15 October 2021
- Capital is at risk if the FTSE 100 Index has fallen by more than 40% at maturity from it’s initial level, in which case your initial investment will reduce by 1% for each 1% fall
- Minimum investment £5,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
