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Mariana launch their FTSE 150 Kick-Out Plan – November 2021

  • Monday, October 18, 2021

STRUCTURED PRODUCT UPDATE
Mariana launch their FTSE 150
 

Mariana have just launched the following plan for November:

  • The Mariana FTSE 150 Kick Out Plan – November 2021

A summary of the plan is provided below.  This plan is available on a Non-Advised basis.

The Plan tracks the performance of the FTSE 150, if the FTSE 150 is above the 105% reference level set on any quarterly observation date, the plan will mature with initial capital plus 3.40% for each quarter held (13.60% per annum).

The overall Product design coupled with both the impressive Back-testing & the current market environment make this a compelling & powerful diversification tool for many Client investment strategies.

This investment tranche is underwritten with Natixis Structured Issuance S.A. as the chosen Counterparty.

Headline details of the product are as follows, please refer to the Brochure and KID document for full information on the Plan.:

As always this is a limited tranche and it Strikes on the 19th November 2021. Combined with great potential returns, Structured Investments like this allow you to put to one side current media commentary/market nerves and focus on the pre-defined outcomes offered to Investors going forward.  Couple this with the fact that you can complete the whole investment process very simply, as there is no need for wet signatures, you can complete each investment with email & scanned documentation plus online Banking, you can however still post your applications if you prefer.

Please note that for some ISA Transfer cases original wet signature paperwork is still required which is outside the control of Mariana and this needs to be received by James Brearley by the 27th October 2021.

Once again, thank you for your continued interest in our Investment services and look forward to transacting more business with you shortly.
Mariana launch their FTSE 150
Mariana FTSE 150 Kick Out Plan – November 2021

This is a ten year, one week Plan based on the performance of the FTSE™ 150 Equally Weighted Discounted Return Custom Index, the Underlying Asset. The Plan is constructed to offer a Potential Return of 3.40% for each quarter the Plan runs with the possibility of early maturity and the full repayment of Initial Capital from the end of the Plan’s fourth year and quarterly thereafter. The Potential Return is only payable if the Plan kicks out.

Should the Closing Price of the Underlying Asset on an Observation Date be at or above the Kick Out Trigger Level, the Plan will mature early, repaying your Initial Capital plus the Potential Return multiplied by the number of quarters the Plan has run.

The Kick Out observations begin on the fourth anniversary date and continue on a quarterly basis until the Plan’s Maturity Date (from 19 November 2025 to 19 November 2031).

If the Plan has not already kicked out, Initial Capital will be repaid in full at the end of the Plan’s term if on the Maturity Date (19 November 2031) the Closing Price of the Underlying is not more than 35% below the Start Level.

If on the Maturity Date the Closing Price of the Underlying Asset is less than 65% of the Start Level (representing a decline of more than 35% from the Start Level), your Initial Capital will be lost at a rate of 1% for every 1% the Closing Price of the Underlying Asset is below the Start Level.
Click here for more details of the Mariana FTSE 150 Kick Out Plan – November 2021

About Natixis: Natixis is the corporate, investment, insurance and financial services arm of Groupe BPCE and the 2nd-largest banking group in France with 36 million clients spread over two retail banking networks, Banque Populaire and Caisse d’Epargne.

With nearly 16,000 employees, Natixis has a number of areas of expertise that are organised into three main business lines: Corporate & Investment Banking, Investment Solutions & Insurance, and Specialised Financial Services. Listed on the Paris stock exchange, at the end of Q1 2021 it had a Basel 3 Common Equity Tier 1 Ratio of 11.6%.

More information on Natixis can be found on their website www.natixis.com or by requesting a copy of their prospectus from Mariana. The prospectus contains information and contractual terms for the securities issued by Natixis Structured Issuance SA.

Natixis acts as Guarantor of the securities issued by Natixis Structured Issuance SA, which means that Natixis will make the payments under the securities if Natixis Structured Issuance SA is unable to fulfil its payment obligations.

You may lose part and up to all your investment if Natixis goes into liquidation and defaults on paying your Plan return and the repayment of your Initial Capital. The risk that Natixis goes into liquidation is called Counterparty Risk.

Securities issued by Natixis Structured Issuance SA and Natixis are not covered by the Financial Services Compensation Scheme (FSCS). Therefore if the Issuer and/
or the Guarantor become insolvent you would not be covered by the FSCS.

The Plan is not endorsed, sponsored or otherwise promoted by Natixis or any of its affiliates. None of Natixis or its affiliates are responsible for the contents of this brochure and nothing in this document should be considered a representation or warranty by Natixis to any person regarding whether investing in the product is suitable or advisable for such a person. Neither Natixis, nor any of its affiliates, has provided advice, nor made any recommendation about nvestments or tax in relation to this product.
Don’t Forget the 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.

Past performance is not a guide to future performance and may not be repeated.  Investment involves risk. The performance data does not take account of the commissions and costs incurred on the issue and redemption of shares. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.

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 liquidity or counterparty over 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.

Warmest Regards.

Best Price FS Team
Advice: Simply click here to get in touch if you wish to receive regulated advice in relation to the ‘suitability’ of the plans to meet your investment needs.