Global Indices Quarterly Contingent Income Plan Option 1 is a maximum 8 year and 2 week investment that offers potential gross income of 1.30% per quarter.

Key Dates

Closing Date: 14 March 2018 ISA Transfers: 28 February 2018
Start Date: 16 March 2018 Maturity Date: 30 March 2026
Important: The closing date for applications by cheque is 5 March 2018 and by bank transfer is 11 March 2018.
*Important Information: The return of your capital depends on the performance of the FTSE 100 Index, EURO STOXX 50 and S&P 500 Index and the ability of the counterparties (Credit Suisse AG) to repay the monies.

Key Terms

Potential Return: 1.3% per quarter

Investment Type: Income

Product Type: Capital at Risk

Investment Term: Maximum 8 years

Minimum Investment: £5,000

Underlying Asset: FTSE 100 Index, EURO STOXX 50 and S&P 500 Index

Capital Protection: This is a capital-at-risk Plan and the investor may lose some or all of their money if the Final Level of one or both Indices is below 50% 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

Applications for the Plan must be submitted via Best Price Financial Services and received by 5pm on 11 March 2018 for bank transfers.

The closing date for applications by cheque is 5 March 2018

The closing date for applications by ISA transfers is 26 February 2018.

This will enable us to process your application and forward it on to the structured product provider.

1Firstly, print off and complete our Appropriate Assessment Questionnaire. All applications require two proofs of identity - see the questionnaire for more information.

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

Fees for Non-Advised Investments

All non-advised sales carry an arrangement fee of just 0.5%* 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 cost calculator.

*A minimum fee of £75 applies for private investments.

How much does it cost to invest?

A minimum fee of £75 applies for ISAs, ISA transfers and Direct cash investments. All other investments carry a minimum fee of £100.

Further Information

The Global Indices Quarterly Contingent Income Plan March 2018: Option 1 is a maximum 8 year and 2 week investment that offers potential gross income of 1.3% per quarter.

The return of capital and payment of any income are linked to the performance of the FTSE 100 Index, EURO STOXX and the S&P 500 Index (each an Index, collectively the Indices).

If the Closing Level of the lower performing Index on any Quarterly Measurement Date is at least equal to 50% of its Opening Level, the Plan will pay a gross income of 1.3% for that quarter. No income will be payable for a quarter if the Closing Level of the lower performing Index is below 50% of its Opening Level on the Quarterly Measurement Date.

The first Quarterly Measurement Date will be 3 months after the Start Date. Thereafter, the performance of the Index will be measured quarterly.

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

From year 2, the Plan will kick-out, i.e. mature early, if the Closing Level of the lower performing Index is at least 5% above its Opening Level on any Quarterly Measurement Date. In this event the investor would receive a full return of the money invested as well as the income due for that quarter. The first Quarterly Measurement Date on which an early maturity could be triggered will be two years after the Start 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.