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UK & Europe Semi-Annual Defensive Kick-out Plan Issue 6

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UK & Europe Semi-Annual Defensive Kick-out Plan Issue 6

When you invest in the UK & Europe Semi-Annual Defensive Kick-out Plan 6, you may receive an accumulated return of 3.6% for each six month period that has elapsed since the Investment Start Date (equivalent to 7.2% per annum) depending on the performance of the FTSE 100 Index and the EURO STOXX 50 Index. 

Potential early maturity (kick-out) on any anniversary date, from year two onwards, if both indices are at or above their required kick-out level. 

The Plan includes a defensive feature, whereby the required kick-out level reduces by 5% of the Initial Index Level on the third anniversary, and by a further 5% in years four and five. The defensive feature reduces the the required Final Index Levels to 65% of their Initial Index Levels on the Investment End Date.

Capital is at risk if either of the Indices close below 60% of their Initial Index Level on the Investment End Date. 

Overview

  • Investment Term: Up to six and a half years
  • Potential return of 3.6% for each six month period that elapses during the Investment Term
  • Potential kick-out from year two, and every six months thereafter
  • Defensive Feature: The kick-out level reduces by 5% of the Initial Index Level on the third anniversary, and by a further 5% in years four and five. The defensive feature then reduces the required Final Index Levels to 65% of their Initial Index Levels on the Investment End Date.
  • Capital is at risk. You could lose some or all of your initial investment 
  • Counterparty is Goldman Sachs International, which holds an 'A+' credit rating from Standard & Poor's 
  • Invest from £10,000

Key dates

ISA/ JISA transfer deadline

6 April 2018 (Stocks & Shares ISA transfer) 
13 April 2018 (Cash ISA transfer) 

Application deadline

27 April 2018

Investment start date

4 May 2018

Anniversary dates

5 May 2020, 4 November 2020, 4 May 2021, 
4 November 2021, 4 May 2022, 4 November 2022, 
4 May 2023, 6 November 2023 and 7 May 2024

Investment end date

4 November 2021

Product material

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