Minimum investment £10000
The Walker Crips Alternative Edge Magnificent Seven Annual Kick-out Plan (MAG001) is a maximum five year investment offering a Potential gross investment return of 12.0% p.a. and a potential kick-out from year one depending on the performance of the Roundhill Magnificent Seven ETF. This plan is only available on an Advised Basis.
Important: The closing date for applications by cheque is 17 June 2026 and by bank transfer is 19 June 2026.
The closing date for ISA transfer applications is 05 June 2026.
Product Literature And Forms
You should always read the relevant plan brochure and any other plan documentation, for full details of the plan’s features, including any risks, and the terms and conditions. In addition to the plan brochure and terms and conditions, there are other important documents, including a Key Information Document (‘KID’), that you should consider before deciding to invest in the plan.
If you do not fully understand the risks or are unsure as to the suitability of the investment, please contact us
How To Invest?
Please note: This plan is available on an advised basis only. If you are interested in this plan, please telephone us on 01639 860111 to arrange a free consultation.
1. Call for a free initial telephone consultation. If you wish to progress the process of the product purchase, the regulatory process of ‘advice’ must commence.
2. The completion of a financial review – which will confirm details of your income/capital and investment needs and experience.
3. The completion of a risk profiler – which will help to measure your attitude to risk.
This process will enable ‘advice’ to be provided in relation to the suitability of the product to meet with your needs. The fee for this service and process is 1.5% (subject to a minimum fee of £300) for focused advice – which is focused and narrowed to the suitability of the structured product you want to purchase.
Further Information
The Walker Crips Alternative Edge Magnificent Seven Annual Kick-out Plan (MAG001) is a maximum five year investment offering a Potential gross investment return of 12.0% p.a. and a potential kick-out from year one depending on the performance of the Roundhill Magnificent Seven ETF. This plan is only available on an Advised Basis.
When investing in the Magnificent Seven Annual Kick-out Plan, repayment of your Initial Investment and any potential return is not guaranteed but is dependent on the performance of the Roundhill Magnificent Seven ETF.
Underlying: Roundhill Magnificent Seven ETF
The Roundhill Magnificent Seven ETF is an equally weighted exchange-traded fund designed to track the performance of the seven most highly influential artificial intelligence and technology companies in the US, less the fund’s expenses. The companies consist of Alphabet (parent company of Google), Amazon, Apple, Meta Platforms (parent company of Facebook), Microsoft, Nvidia and Tesla. Further information on the fund is available at Roundhill Investments website: www.roundhillinvestments.com/etf/mags/
If, on an Anniversary Date, the Underlying closes at or above the Initial Level, the Plan will end and your Initial Investment will be repaid to you, plus an accumulated return of 12.0% for each year that has elapsed since the Investment Start Date. If, however, the Underlying closes below the Initial Level on an Anniversary Date, the Plan will continue to the next Anniversary Date.
Kick-out feature: If the Underlying is at or above the Initial Level on an Anniversary Date, the Plan will mature early (kick-out) and repay your Initial Investment plus a defined return (as outlined on page 5 of the brochure).
Where the Plan has not matured early and runs to the full three year term, you will lose a significant proportion of your Initial Investment if the Final Level is below 60% of its Initial Level on the Investment End Date.
The Counterparty is Morgan Stanley & Co. International plc, which holds an ‘A+ stable’ credit rating from Standard & Poor’s as at 05 May 2026.
What Are The Risks Of The Plan?
As with all forms of investment there are risks involved. These plans do not guarantee to repay the money invested. The potential returns of the plans and repayment of the money invested are dependent the level of the underlying asset(s) or index / indices to which the return is linked and also on the financial stability of the Issuer and Counterparty.
Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The performance data does not take account of the commissions and costs incurred on the issue and redemption of shares. The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.
The promotion of the plans does not constitute ‘advice’ to invest. Advice is always specific to an individual investor’s circumstances and needs, following the process of ‘know your customer’, with the aim of ensuring that any product is suitable for an investor.
As always, the recommendation and common-sense approach is to consider product solutions as a portfolio, never over-exposing oneself to a point of financial pain and suffering liquidity or counterparty over exposure.
