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Mariana FTSE CSDI Defensive Income Kick Out Plan March 2021

  • Thursday, January 21, 2021
Mariana FTSE CSDI

INVESTMENT NEWS
Mariana FTSE CSDI
Mariana FTSE CSDI
Here’s the opportunity to achieve an attractive level of Income with a reasonable certainty of outcome for Investors.  It’s the new March 2021 issue of the Mariana Defensive Income Plan with Banking Partner Morgan Stanley.  This investment is only available with Advice.

Worth noting:

  1. A great headline rate of Income set at up to 5.4% pa. NB With the top 5-year Term Deposit Rate currently being 1.25% pa (Shawbrook Bank), for those Clients willing & able to make ‘the jump’ into the Market with some of their funds, this product presents some exciting opportunities.
  2. The Defensive nature of the Plan with Income being paid each quarter providing the FTSECSDI is above 80% of its start price.
  3. The opportunity for early maturity after the first two years if the FTSECSDI is above 100% of its start price.
  4. The Product Strikes on the 5th March so there is plenty of time available to arrange investment for Clients. Investments need to be received by close of play on 26th February.
  5. This tranche can also be used for ISA Investments using 2020/2021 allowances.  (NB For ISA Transfers the deadline for Applications is earlier, i.e., 10th February)
  6. Using your ISA Allowance or indeed available ISA Transfer money in conjunction with an Income Structured Product of this nature is probably one of the most effective ways to increase net spendable income for Clients. Particularly Higher Rate Taxpayers.

A summary of the Plan is detailed below:

Mariana FTSE CSDI Defensive Income Kick Out Plan March 2021
Click here for more details about this product
Remember, with the exception of ISA Transfer cases, there is no need for wet signatures, you can complete each investment with email and scanned documentation plus online Banking.

Don’t Forget the Risks

https://www.bestpricefs.co.uk/mariana-capital-structured-products/#risks

As with all forms of investment there are risks involved. These plans do not guarantee to repay the money invested. The potential returns of the plans and repaying the money invested are linked to the level of the stock market and also depend on the financial stability of the Issuer and Counterparty Bank.

The promotion of the plans does not constitute ‘advice’ to invest. Advice is always specific to an individual investor’s circumstances and needs, following the process of ‘know your customer’, with the aim of ensuring that any product is suitable for an investor.

As always, the recommendation and common sense approach is to consider product solutions as a portfolio, never over-exposing oneself to a point of financial pain and suffering liquid or counterparty exposure.

At the Best Price FS price point (when combined with our smiley and helpful service) the Mariana Plans are certainly worthy of consideration for inclusion within investment portfolios.

Advice

Simply get in touch if you wish to receive regulated advice in relation to the ‘suitability of the plans to meet your investment needs’.

Warmest Regards.

Best Price FS Team