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MB - UK Step Down Kick Out Plan

Defensive Plan: potential 5.75% per year growth, even if the FTSE falls by 15% over six years…

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"Potential 5.75% pa..."

This defensive investment plan from MB offers:

  1. 5.75% pa: if the FTSE is above required kick out reference level
  2. Required kick out level: reduces from 105% of FTSE initial level down to 85% over term of 5 year plan
  3. Potential early maturity: annually from year 1 onwards
  4. Tax free: if held in an ISA, ISA transfers accepted
  5. Non-ISA also available: invest from £5,000

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.

  1. Investment deadline for ISA transfer applications: 10 August 2021
  2. 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.

The balance between a good level of growth and still receiving a return even if the market goes down slightly could make this plan very popular

Oliver Roylance-Smith
Head of Savings & Investments

Request a brochure

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