When you invest in the UK & US Semi-Annual Step Down Kick-out Plan 4, you may receive capital growth of 3.5% for each six month period that has elapsed (equivalent to 7% per annum) depending on the performance of the FTSE 100 Index and the S&P 500 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 on each year thereafter.
Capital is at risk if either of the Indices close below 60% of its Initial Index Level on the Investment End Date.
ISA/ JISA transfer deadline
2 February 2018 (Stocks & Shares ISA transfer)
9 February 2018 (Cash ISA transfer)
Application deadline
23 February 2018
Investment start date
2 March 2018
Anniversary dates
2 March 2020, 2 September 2020, 2 March 2021,
2 September 2021, 2 March 2022, 2 September 2022,
2 March 2023, 5 September 2023, and 4 March 2024
Investment end date
2 September 2021
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