A maximum 6 year 2 week investment offering a potential gross investment return of 6.25% per annum, payable from year 2. Kick Out Levels are reduced from year 3 to increase the chance of early expiry.
| Key Dates | |||
|---|---|---|---|
| Closing Date: | April 28th, 2017 | ISA Transfers: | April 12th, 2017 |
| Start Date: | May 12th, 2017 | Maturity Date: | May 17th, 2023 |
| Key Terms | |
|---|---|
| Investment Type | Auto-Call/Kick-Out |
| Product Type | Capital at Risk |
| Investment Term | Maximum 6 years |
| Minimum Investment | £5,000 |
| Underlying Asset | FTSE 100 Index |
| Potential Gross Return | 6.25% per annum |
| Capital Protection This is a capital-at-risk product and the investor may lose some, or all, of their, money if the Final Level of one or both Indices is below 60% of its Opening Level. In this case, the reduction in the money invested in the product at the Maturity Date will equal the same percentage that the Final Level of the lower performing Index is below its Opening Level. | |
Information
The FTSE Enhanced Step Down Kick Out Plan April 2017 (Natixis) is a maximum six year two week investment offering a potential gross investment return of 6.25% per annum. The capital and investment return are linked to the performance of the FTSE 100 Index.
If, on any Measurement Date before the Final Measurement Date, the Closing Level of the Index is at least equal to its Reference Level, the Plan will kick out (i.e. mature early) and make a gross investment return. If the Plan matures early on any Measurement Date, the gross investment return payable will be 6.25% for each year that the Plan has been in force.
The Reference Levels are as follows: year 2 at 100%; year 3 at 95%; year 4 at 85%; year 5 at 75% and year 6 (Final Level) at 65%.
The first Measurement Date will be two years after the Start Date. If, on a Measurement Date before the Final Measurement Date, the Closing Level of the Index is below its Reference Level, no investment return will be made and the Plan will remain in force.
If the Final Level of the Index is at least equal to its Reference Level, the Plan will make a gross investment return at the Maturity Date equal to 37.5% of the money invested in the Plan. If the Final Level of the Index is below its Reference Level, no investment return will be payable at the Maturity Date.
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.
Fees for Non-Advised Investments
All non-advised sales carry an arrangement fee of just 0.3%* of your investment. This is the cheapest percentage fee you'll find online, and all designed to help you make the most of your money. To work out the charge for your investment, use our simple calculator below.
*A minimum fee of £50 applies for private investments.
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.
You must download and read the Plan Brochure for a full description of all the benefits and risks involved in the plan, prior to proceeding with your investment.
If you do not fully understand the risks or are unsure as to the suitability of the investment, please contact us
FTSE Enhanced Step Down Kick Out Plan April 2017 (Natixis) Direct & ISA Application Form ISA Transfer Application FormHow to invest
Applications for the Plan must be submitted via Best Price Financial Services and received by 5pm on April 26th, 2017
(April 10th, 2017 for ISA transfers).
This will enable us to process your application and forward it on to the structured product provider.
Please note: the closing date for applications by cheque is April 20th, 2017 and by bank transfer is April 26th, 2017.
1Firstly, print off and complete our Appropriate Assessment Questionnaire. All applications require two proofs of identity - see the questionnaire for more.
2Next, click Download Plan on the left and download, print and complete the application form available. Note that Investec applications will have multiple documents, so please choose the one relevant to you.
3Place all completed documents - questionnaire, proofs of identity, application form and cheques for payment - in an envelope and post to:
Best Price Financial Services,
The Tythe Barn, 5 Eglwys Nunnydd,
Margam, Neath Port Talbot
SA13 2PS
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