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UK & US Step Down Kick-out Plan 3

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When you invest in the UK & US Step Down Kick-out Plan 3, you may receive an accumulated return of 7.2% for each year of your investment depending on the performance of the FTSE 100 Index and the S&P 500 Index.

Potential early maturity (kick-out) on an Anniversary Date where 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 the Index closes below 60% of its Initial Index Level on the Investment End Date.

Overview

Investment Term: Up to six years
Potential return of 7.2% for each year that elapses
Potential kick-out from year two
Defensive Feature: The kick-out level reduces by 5% of the Initial Index Level on the third anniversary, and each year thereafter
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

25 May 2018 (Stocks & Shares ISA transfer)
1 June 2018 (Cash ISA transfer)

Application deadline

15 June 2018

Investment start date

22 June 2018

Anniversary dates

22 June 2020, 22 June 2021, 22 June 2022
and 22 June 2023

Investment end date

22 June 2022

Product material

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