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MB - UK Quarterly Contingent Income Plan

High interest: 4.2% per year, even if the FTSE falls up to 25%…

Thank you for your enquiry.

"High income even if the FTSE falls up to 25%..."

This popular quarterly income plan from MB offers:

  • 1.05% per quarter (Up to 4.2% pa): unless the FTSE falls more than 25%
  • Maximum 6 year term, but can mature quarterly from year 1 if FTSE is at or above initial level
  • Tax free income: if held in an ISA, ISA transfers accepted
  • Non ISA also available: invest from £5,000
  • Conditional capital protection: your initial capital returned in full unless the FTSE falls by more than 35%

The Plan is available for 2021/22 Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.

  • Investment deadline for ISA transfer applications: 10 August 2021
  • Investment deadline for direct and 2021/22 ISA applications: 24 August 2021

Capital At Risk Investment. Full plan details are provided in brochure pack.

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.

Achieving 4.2% 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

Oliver Roylance-Smith
Head of Savings & Investments

Request a brochure

If you're interested in the MB - UK Quarterly Contingent Income Plan plan, then submit your details below and we can send you a free brochure via email and post.

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You've decided to invest your savings into a Stocks and Shares ISA. You'll be using your tax-free ISA allowance for this year before the deadline, while also investing your money for your future. But what do you need to consider before opening an account? We've put together a list of our top five considerations for you to think about before you click "apply". 

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