ADVISED ONLY

A maximum 6 year 2 week investment offering a potential 2% for each percentage point the Final Level of the Index is above 75% of its Opening Level (max 50% return).

Key Dates

Closing Date: May 4th, 2018 ISA Transfers: April 5th, 2018
Start Date: May 9th, 2018 Maturity Date: May 23rd, 2024
Important: The closing date for applications by cheque is April 25th, 2018 and by bank transfer is May 1st, 2018.
Please note: This plan is available on an advised basis only. If you are interested in this plan, please telephone us on 01639 860 111 to arrange a free consultation.

Key Terms

Potential Return: 2x any rise in the FTSE 100

Investment Type: Growth

Product Type: Capital at Risk

Investment Term: Maximum 6 years

Minimum Investment: £5,000

Underlying Asset: FTSE 100 Index

Capital Protection: This is a capital-at-risk product. The investor will lose some, or all, of their money if the Final Level of the Index is below 60% of its Opening Level. The amount the investor would lose will equal the percentage that the Final Level of the Index is below its Opening Level.

How to invest

1 Call 01639 860 111 for a free initial consultation over the telephone
Following the free initial consultation, if you wish to progress the process of the product purchase, the regulatory process of ‘advice’ must commence.

2 The completion of a financial review –
which will confirm details of your income/capital and investment needs and experience

3 The completion of a risk profiler -
which will help to measure your attitude to risk.

This process will enable ‘advice’ to be provided in relation to the suitability of the product to meet with your needs. The fee for this service and process is 1.5% (subject to a minimum fee of £300) for focused advice – which is focused and narrowed to the suitability of the structured product you want to purchase.

Fees for Advised Investments

If you receive advice in the purchase of your Structured Product then this will incur an arrangement fee, but at just 1.5% this is lower than almost every other provider. Purchasing this way will ensure that you receive help and direction in choosing your plan, making it a good option for investors who are new to Structured Products. All advised investments carry a minimum charge of £300.

How much does it cost to invest?

A minimum fee of £300 applies for ISAs, ISA transfers and Direct cash investments.

Further Information

The FTSE Defensive Supertracker Plan May 2018 is a 6 year 2 week investment offering a potential % for each percentage point the Final Level of the Index is above 75% of its Opening Level (max 50% return).

An investment return will be payable if the Final Level of the Index is above 75% of its Opening Level.

In this event, the amount of the gross investment return payable will be % of your Net Subscription for each percentage point that the Final Level exceeds 80% of the Opening Level.

For example, 80% is five percentage points above 75% and would provide an investment return of 0%; 85% is ten percentage points above 75% and would provide a 0% investment return, and so on.

The maximum investment return is capped at 50% which would be payable if the Final Level is at least equal to 100% of its Opening Level i.e. 20 percentage points above 80% of its Opening Level.

If the Final Level of the Index is above 100% of its Opening Level you will not receive any additional return above the maximum 50% provided by the Plan.

If the Final Level is equal to, or lower than, 80% of the Opening Level you will not receive an investment return.

Please note an additional 0.25% charge will apply to this product if you require paper-based correspondence, rather than online communications from Meteor Asset Management.