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MB Structured Investments launch further plans for April 2021

  • Saturday, March 20, 2021
Structured Investments

INVESTMENT NEWS

MB STRUCTURED INVESTMENTS LAUNCH FURTHER NEW PLANS FOR APRIL 2021
Structured Investments
 

Structured Investments-  MB Structured Investments have launched further plans for April 2021 which are summarised below.

The counterparty for all these Plans is Barclays Bank Plc.  You will find a brief summary of each plan below, but for further details including the Brochure and Key Information Document please click on the links below each product.  All the plans are capital at risk investments.

Thank you for your continued interest in our Investment services and look forward to being of assistance to you.
About Barclays Bank Plc: Barclays is a British universal bank: a bank with a proud history and deep roots in the UK, but also with the scale and diversity to help customers and clients across the broadest range of financial needs, all around the world. Barclays Bank PLC encompasses Barclays’ top-tier, full service, global corporate and investment bank offering products and services designed for larger corporate, wholesale and international banking clients, Global Banking & Payments, and the Private Bank & Overseas business.
Source: Barclays Bank plc, 14 August 2020
MB Structured Investments UK Kick Out Plan (Y2 60) April 2021 

Investment Return: If the Closing Level of the Index on any Measurement Date before the Final Measurement Date is at least equal to its Opening Level the Plan will kick out, i.e. mature early, and make a gross investment return of 7.30% of the money you invest for each year that the Plan has been in force. The first Measurement Date will be on 24 April 2023, two years after the Start Date.

If the Plan has not matured early, and the Closing Level of the Index on the Final Measurement Date (the ‘Final Level’) is at least equal to its Opening Level, the Plan will provide an investment return at the Maturity Date equal to 43.80% of the money you invest. If the Final Level of the Index is below its Opening Level, no investment return will be payable at the Maturity Date.

Capital Return: You will lose money if the Final Level of the Index is below 60% of its Opening Level. The amount of your money that you would lose will be the percentage by which the Final Level of the Index is below its Opening Level. In extreme circumstances you could lose all of your money. If the Final Level of the Index is at least equal to 60% of its Opening Level you will get back the amount you invested.
Click here for more details of the MB Structured Investments UK Kick Out Plan (Y2 60) April 2021 
MB Structured Investments UK Step Down Kick Out Plan (Y2 60) April 2021 

Investment Return: If the Closing Level of the Index on any Measurement Date before the Final Measurement Date is at least equal to its Reference Level the Plan will kick out, i.e. mature early, and make a gross investment return of 5.50% of the money you invest for each year that the Plan has been in force. The first Measurement Date will be on 24 April 2023, two years after the Start Date.

If the Plan has not matured early, and the Closing Level of the Index on the Final Measurement Date (the ‘Final Level’) is at least equal to its Reference Level, the Plan will provide an investment return at the Maturity Date equal to 33% of the money you invest. If the Final Level of the Index is below its Reference Level, no investment return will be payable at the Maturity Date.

Measurement Dates & Reference Levels (% of Opening Level):  24 April 2023: 100%; 23 April 2024: 95%; 23 April 2024: 90%; 23 April 2026: 85%; 23 April 2027 (Final Measurement Date): 80%.

Capital Return: You will lose money if the Final Level of the Index is below 60% of its Opening Level. The amount of your money that you would lose will be the percentage by which the Final Level of the Index is below its Opening Level. In extreme circumstances you could lose all of your money. If the Final Level of the Index is at least equal to 60% of its Opening Level you will get back the amount you invested.
Click here for more details of the MB Structured Investments UK Step Down Kick Out Plan (Y2 60) April 2021

MB Structured Investments UK Fixed Monthly Income Plan April 2021

Income: The Plan will pay a fixed income payment of 0.28% per month regardless of the performance of the Index.

If the kick-out condition is met (see below), income will be paid in respect of that month and the Plan will mature early. No further income payments will then be payable.

Kick-out condition: From year 1, the Plan will kick-out, i.e. mature early, if the Closing Level of the Index is at least equal to its Opening Level on any Annual Measurement Date. In this event you would receive a full return of your money, as well as the income due for that month. The first Annual Measurement Date on which an early maturity could be triggered will be on 25 April 2022, one year after the Start Date.

Capital Return: You will lose money if the Final Level of the Index is below 65% of its Opening Level. The amount of your money that you would lose will be the percentage by which the Final Level of the Index is below its Opening Level. In extreme circumstances you could lose all of your money. If the Final Level of the Index is at least equal to 65% of its Opening Level you will get back the amount you invested.
Click here for more details of the MB Structured Investments UK Fixed Monthly Income Plan April 2021
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.

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 MB Structured Investment Plans are certainly worthy of consideration for inclusion within investment portfolios.  For the full range of products available from MB Structured Investments click here.

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.