FTSE STOXX Kick Start Plan November 2018
The FTSE/STOXX Kick Start Plan is a maximum 7 year 2 week investment offering a potential gross investment return of 12.25% at year 1, increasing by 9% pa thereafter.
The closing date for ISA transfer applications is .
Product Literature & Forms
You should always read the relevant plan brochure and any other plan documentation, for full details of the plan’s features, including any risks, and the terms and conditions. In addition to the plan brochure and terms and conditions there are other important documents, including a Key Information Document ('KID'), that you should consider, before deciding to invest in the plan.
If you do not fully understand the risks or are unsure as to the suitability of the investment, please contact us
How to Invest?
Please note: This plan is available on an advised basis only. If you are interested in this plan, please telephone us on 01639 860111 to arrange a free consultation
1 Call for a free initial telephone 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.
The FTSE STOXX Kick Start Plan November 2018 is a maximum seven year two week investment offering a potential gross investment return of 12.25% at end of year 1; increasing by 9% per annum thereafter. The capital and investment return are linked to the performance of the FTSE 100 Index and the EURO STOXX 50 Index
If on any Measurement Date before the Final Measurement Date, the closing levels of both Indices are at least equal to their Opening Levels, the Plan will mature early and make an investment return.
If the Plan matures early on a Measurement Date, the gross investment return payable will be: 12.25% at year 1; 22.25% at year 2; 32.25% at year 3; 42.25% at year 4; and 52.25% at year 5 and 65% at year 6.
If, on a Measurement Date, the close of business level of one or both Indices is below its Opening Level, no investment return will be made and the Plan will remain in force.
If the Plan has not matured early and the Final Levels of both Indices are at least equal to their respective Opening Levels, the Plan will provide an investment return at the Maturity Date equal to 72.25% of the money invested. If the Final Level of one or both Indices is below its Opening 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.
All investments carry risk. It is identifying those risks, understanding how they may affect an investment and assessing whether an investment is suitable for your circumstances that is important.
The potential returns of most structured products and repaying the money invested are usually linked to the level of a stock market index and also depend on the financial stability of the issuer and counterparty bank. You should only consider investing if you understand and accept the risk of losing some or all of any money invested.
You should always read the relevant plan brochure and any other plan documentation, for full details of a plan’s features, including any risks, and the terms and conditions. In addition to the plan brochure and terms and conditions there are other important documents, including a Key Information Document (‘KID’), that you should consider, before deciding to invest in a plan.
Structured products should only be considered as part of a diversified and balanced portfolio.
Below is a summary of some of the main risks usually associated with an investment in structured products plans: