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Causeway - FTSE 100 Step Down Kick Out Plan

5.3% per year, even if the FTSE falls...

Thank you for your enquiry.

"Potential 5.3% pa..."

This new investment plan from Causeway Securities offers:

  1. 5.3% 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 6 year plan
  3. Potential early maturity: annually from year 2 onwards
  4. Tax free: if held in an ISA, ISA transfers accepted
  5. Non-ISA also available: invest from £10,000

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: 4 June 2021
  2. Investment deadline for direct and 2021/22 ISA applications: 18 June 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 a compelling option

Oliver Roylance-Smith
Head of Savings & Investments

Request a brochure

If you're interested in the Causeway - FTSE 100 Step Down Kick Out Plan plan, then submit your details below and we can send you a free brochure via email and post.