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UK Step Down Kick-out Plan (SAN066)

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When you invest in the UK Step Down Kick-out Plan (SAN066), you may receive an accumulated return of 7% for each year of your investment depending on the performance of the FTSE 100 Index.

The Plan has the potential to mature early (kick-out) on an Anniversary Date if the FTSE 100 Index is at or above a predetermined kick-out level.

The required kick-out level reduces by 5% of the Initial Index Level on the third anniversary, and annually thereafter, stepping down to a required Final Index Level of 80% of the Initial Index Level.

Capital is at risk if the Index closes below 65% of its Initial Index Level on the Investment End Date.
You could lose some or all of your Initial Investment.

Overview

Investment Term: up to six years
Potential return of 7% per annum, payable on maturity
Possible kick-out from year two, and annually thereafter
Kick-out level reduces by 5% of the Initial Index Level on the third anniversary, and annually thereafter
Final Index Level: 80% of Initial Index Level
Counterparty is Santander UK plc, which holds an 'A' credit rating from Standard & Poor's
Invest from £10,000 (£5,000 for JISA)

Key dates

ISA/ JISA transfer deadline

18 April 2025 (Stocks & Shares and Cash)

Application deadline

2 May 2025 (2 April 2025 for ISA and JISA investments for the 2024/25 Tax Year)

Investment start date

9 May 2025

Anniversary dates

10 May 2027, 9 May 2028, 9 May 2029 and 9 May 2030

Investment end date

9 May 2031

Product material

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