ADVISED ONLY

A maximum six year two week investment offering a potential gross investment return of 14% at the end of year 1; increasing by 10% per annum thereafter. The capital and investment return are linked to the performance of the FTSE 100 Index and the EURO STOXX 50 Index.

Key Dates

Closing Date: 29 May 2018 ISA Transfers: 15 May 2018
Start Date: 31 May 2018 Maturity Date: 21 June 2024
Important: The closing date for applications by cheque is 18 May 2018 and by bank transfer is 26 May 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: 14% first year

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 and EURO STOXX 50

Capital Protection: This is a capital-at-risk product and the investor will lose 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 Plan at the Maturity Date will equal the same percentage that the Final Level of the lower performing 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 STOXX Kick Start Plan May 2018 is a maximum six year two week investment offering a potential gross investment return of 14% at end of year 1; increasing by 10% 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: 14% at year 1; 24% at year 2; 34% at year 3; 44% at year 4; and 54% at year 5.

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 64% 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.