Key Features

Start Date 21/11/2014
Term A maximum six year two week investment
Counterparty Morgan Stanley (Fitch: A+ | Moody's: A1 | S&P: A- as at 25/03/2024)
Linked Assets BAE Systems plc (Aerospace/Defence), BP plc (Energy), Rio Tinto plc (Mining), Standard Chartered plc (Financial), Vodafone Group plc (Telecommunications) (each a 'Share', collectively the 'Shares')
FTSE 100 Index (the 'Index')
Capital At Risk Barrier 60% of Opening Level at the Final Measurement Date
Deadlines
ISA Transfers: 05/11/2014
Applications with cheques: 13/11/2014
Applications with bank transfers: 19/11/2014
Tax Treatment Capital Gains Tax

The investment return is dependent on the performance of the Shares. If, on any Measurement Date, the closing levels of all five Shares are at least equal to 85% of their respective Opening Share Levels, the Plan will mature early and make a gross investment return of 0.875% of the money you invest for each monthly period that the Plan has been in force (equivalent to 10.5% per annum). The first Measurement Date was on 23 November 2015, twelve months after the Start Date. Thereafter, the performance of the five Shares will be measured monthly. If the Plan runs for the full term, it will provide a gross investment return of 63% as long as the Final Share Level of the lowest performing Share is at least 85% of its Opening Share Level.

This is a capital-at-risk product. The capital return is based on the performance of the FTSE 100 Index. You may lose some, or all of your money if, on 23 November 2020, the Final Share Level of any of the Shares is below 85% of its respective Opening Share Level and the Final Index Level is below 60% of the Opening Index Level. The amount you would lose will equal the percentage that the Final Index Level is below the Opening Index Level.


Please see marketing literature or contact us for more information.


Please see marketing literature or contact us for more information.
BAE Systems PLC 465.10
BP PLC 448.20
FTSE 100 Index 6750.76
Rio Tinto PLC 3042.00
Standard Chartered PLC 893.45
Vodafone Group PLC 227.80
Opening Levels may have been adjusted due to corporate actions

Where available, the Performance Chart is constructed out of indicative BID prices and should not be used as an accurate representation of the current or past value of any investment. Indicative prices are communicated to us directly by the relevant issuing bank and we (Meteor Asset Management Ltd.) are not the calculation agent. We are, therefore, not responsible for the timing or accuracy of any indicative prices shown and produce these charts for purely indicative purposes only. Any prices shown are representative of close-of-business as of the date indicated and are not updated or correct in real-time. Indicative prices are not immediately available to us after an investment has just begun. If no prices are present, check back at a later date or contact us for more information. Past performance is not a reliable indicator of future performance and should not be used to assess the future returns or risks associated with any investment.