Kick Out Investments

"Kick out investment plans can be an attractive investment option providing a predetermined rate of return if the underlying asset performs sufficiently well on one of a given series of dates.".

 

Oliver Roylance Smith, Director

Kick Out Investment Plans

With these types of investment plans there will be a series of dates and a set of corresponding target index levels (e.g. FTSE 100) for each of those dates. So for the first date if the index finished at or above the target level the plan will mature or "Kick Out" providing a predetermined return and the original capital invested. If the index finished lower than the target level the plan would continue until the next target date. If there is no "Kick Out" the plan will continue until maturity and depending on the terms of the plan capital may be at risk.

With these types of plan the "Kick Out" will usually be treated as a capital gain for tax purposes.

Latest Kick Out Investment Plans
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Important Information: Structured investment plans are not capital protected and are not covered by the Financial Services Compensation Scheme (FSCS) for default alone. Income and growth returns are not guaranteed. There is a risk of losing some or all of your initial investment due to the performance of the underlying Index or commodity. There is also a risk that the company backing the plan known as the Counterparty may be unable to repay your initial investment and any returns stated.

Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.

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