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How to Complete the FTSE Annual 100 Kick Out Plan November 2024 (Option 2) Application

The FTSE Annual 100 Kick Out Plan November 2024 (Option 2) by Meteor Investment Management Limited is a structured investment designed for informed or advanced investors. Here’s a comprehensive guide to completing the application and ensuring a smooth process.

Application Overview

Key Features:

  • Plan Number: BN9171
  • Minimum Investment: £5,000
  • Deadline: Ensure all sections are completed accurately to avoid delays or rejection.

Step-by-Step Application Guide

1. Personal Details

Provide personal information for both Applicant 1 and Applicant 2 (if applicable):

  • Title (Mr., Mrs., Miss, Ms.)
  • Full Name: Include all forenames and surnames.
  • Permanent Address
  • Date of Birth
  • Occupation
  • Contact Details: Telephone number and email address.
  • National Insurance Number: Found on payslips, forms P45/P60, or HMRC correspondence.
  • Tax Residency:
    • Confirm if you are a UK resident for tax purposes.
    • Indicate if you are a US citizen or a tax resident in any other country (list additional details if applicable).

For investments on behalf of a child (under 18):

  • Provide the child’s full name and date of birth.

2. Bank Details

Include your bank account information for processing:

  • Bank Name
  • Account Holder(s)
  • Account Number
  • Sort Code
  • Reference/Roll Number (if applicable).

3. Provision of Future Information

  • If you prefer to receive notifications via a different email address, specify it.
  • Provide a security password for telephone verification.

4. Investment Details

Complete the investment information:

  • Specify the investment amount (minimum £5,000).
  • Indicate the source of funds:
    • Accumulated savings
    • Property sale
    • Employment
    • Reinvestment of matured funds
    • Inheritance
    • Transfer from another provider
    • Pension lump sum
    • Other (provide details).

Payment Options:

  • Electronic Bank Transfer:
    • Pay to: Meteor Investment Management Limited Client Account.
    • Bank: HSBC Bank plc.
    • Sort Code: 40-05-30
    • Account Number: 13692752
    • IBAN: GB21MIDL40053013692752.
  • Cheque: Discouraged due to potential delays and additional charges.

5. Appropriateness Questions

Answer these questions to confirm your suitability for the Plan:

  1. Investment Experience: Have you been investing for 5 years or more?
  2. Financial Advice: Confirm if you have received investment advice.
  3. Investor Category: Choose the one that best describes your financial knowledge:
    • Basic Investor
    • Informed Investor
    • Advanced Investor
  4. Previous Investments: Indicate if you’ve held:
    • Bank deposits, Stocks & Shares ISAs, Direct equity investments, Structured products, EIS/VCT, or Unit trusts.
  5. Key Information Document (KID): Confirm that you’ve received and read the KID.
  6. Risk Acknowledgement: Ensure you understand the risks, charges, diversification, and tax implications associated with the Plan.

6. Adviser Details

If applying through a financial adviser, include their details:

  • Firm Name
  • Financial Services Register Number
  • Adviser Name and Branch.

7. Adviser Declaration

Advisers must confirm:

  • Compliance with FCA regulations.
  • Provision of the Plan Brochure and Key Information Document to the investor.
  • Completion of identity checks and retention of verification documents.

Adviser Signature and Date are required.

8. Applicant Declaration

Applicants must declare the following:

  • Age: Confirm you are 18 years or older.
  • Documentation: Certify that you have read the KID, Brochure, and Terms & Conditions.
  • Residency: Confirm your residency for tax purposes and agreement to inform Meteor of changes.
  • Understanding: Acknowledge the risks, charges, and management terms of the Plan.
  • Adviser Charges: Confirm agreement on any adviser charges.

Sign and date the declaration.

9. ISA Transfers (If Applicable)

For ISA applicants, complete the Existing ISA Transfer Request Form:

  1. Account Details: Provide your Meteor Account Number, Name, Address, Date of Birth, and NI Number.
  2. Transfer Details:
    • Specify the amount and type of ISA to be transferred.
    • Indicate whether to close your existing account or transfer the balance/subscriptions.
  3. Declaration: Authorise the transfer of funds, information, and any subsequent interest/dividends.

Submission Instructions

Send the completed application form to:

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Meteor Asset Management Limited 24/25 The Shard, 32 London Bridge Street, London, SE1 9SG

Alternatively, submit the form via your financial adviser.

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