The Global Indices Super Step Down Kick Out Plan March 2018 is a maximum 6 year 2 week investment offering a potential gross investment return 8% per annum

Key Dates

Closing Date: 25 April 2018 ISA Transfers: 11 April 2018
Start Date: 27 April 2018 Maturity Date: 14 May 2024
Important: The closing date for applications by cheque is 16 April 2018 and by bank transfer is 22 April 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: 8% per annum

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, 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 more 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 worst 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 22 April 2018 for bank transfers.

The closing date for applications by cheque is 16 April 2018

The closing date for applications by ISA transfers is 9 April 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 Super Stepdown Kick Out Plan April 2018 Option 2 is a maximum six year two week investment offering a potential gross investment return of 8% per annum. The capital and investment return are linked to the performance of the FTSE 100 Index, the EURO STOXX 50 Index and the S&P 500 Index (each an Index, collectively the Indices).

If the Closing Levels of all three Indices on any Measurement Date before the Final Measurement Date are at least equal to their respective Reference Levels, the Plan will kick out, i.e. mature early, and make a gross investment return of 8% of the money invested for each year that the Plan has been in force.

The Reference Levels are as follows: year 1 at 105%; year 2 at 100%; year 3 at 95%; year 4 at 90%; year 5 at 85% and year 6 (Final Level) at 65%.

The first Measurement Date will be one year after the Start Date. If an early maturity is not triggered on a Measurement Date, the Plan will remain in force until at least the next Measurement Date. In the event an early maturity is triggered, the gross investment return payable will be: 8% at year 1; 16% at year 2; 24% at year 3; 32% at year 4 and 40% at year 5.

If, on a Measurement Date, before the Final Measurement Date, the closing level of one or both Indices are below their Reference Levels, no investment return will be made and the Plan will remain in force.

If the Plan has not matured early and the Closing Levels of both Indices on the Final Measurement Date (the Final Levels) are at least equal to their Reference Levels, the Plan will provide an investment return at the Maturity Date equal to 48% of the money you invest. If the Final Levels of one or both Indices are below their Reference Levels, 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.