Mariana Fixed Income Plan – March 2024

** THIS PLAN IS NOW FULLY SUBSCRIBED**

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The Mariana Fixed Income Plan is a six year investment that offers a fixed quarterly income of 1.5%.

This is a six year, two week Plan based on the performance of the FTSE 100 Index,  the Underlying. The Plan is constructed to offer an unconditional income of 1.5% per  quarter paid regardless of the performance of the Underlying. Equivalent to 6% p.a.)

You are at risk of losing your capital if on the Maturity Date the Closing Price of the  Underlying is less than 65% of the Start Level (representing a decline of more than  35% from the Start Level), your Initial Capital will be lost at a rate of 1% for every 1%  the Closing Price of the Underlying is below the Start Level.

The Counterparty chosen for this Plan is Credit Agricole CIB. Credit Agricole CIB is also the issuer of the underlying investments that are purchased on your behalf with  the money you have  invested. The investments are constructed to generate the terms described in the brochure.

Other Key Information

The product is in the form of a debt instrument, governed by English law

Crédit Agricole CIB

To provide interest payment(s), in return for the risk of loss of capital. Amounts stated  below are in respect of each Nominal Amount that you invest.

Interest:

– Interest Rate: 1.5% on each of the Interest Payment Dates

– Interest Amount on each Interest Payment Date: You will receive the Nominal Amount multiplied by the Interest Rate.

Redemption on the Maturity Date:

– Redemption Amount: You will receive one of the following:

– If a Barrier Event has NOT occurred, you will receive the Nominal Amount.

– Otherwise, you will receive the Nominal Amount diminished by an amount equal to  the Final Performance multiplied by the Nominal Amount. The amount paid in such  case will be less than the Nominal Amount and you may lose some or all of your  capital.

Early redemption and adjustments

The terms of the product provide that if certain defined events, in addition to those  described above, occur (principally but not exclusively in relation to any Underlying, or  the Manufacturer of the product (which may include the discontinuation of the  Manufacturer’s ability to carry out the necessary hedging transactions)), adjustments  may be made to the terms of the product to account for the relevant event or the  product may be early redeemed. The amount paid on any early redemption may be  less than the amount originally invested.

This product is intended for clients who:

• have sufficient knowledge and experience in products such as the one described in the key information document

• are willing and able to bear a potentially total loss

• have a risk tolerance consistent with the summary risk indicator in the key information document

• are expressing a view on the underlying consistent with the conditions for a positive outcome (as stated in the product description)

• have a horizon consistent with the term of this product as determined independently  or on the basis of professional advice.

To gain a full understanding of this Plan it is important that you read the brochure and Key Information Documenbt carefully, including the product risks and terms and conditions. If you are unsure about any aspect of this investment product, please seek financial advice to ensure the Plan suits your requirements and overall investment planning.

Moneyworld does not offer investment advice. The information in this brochure does not constitute tax, legal or investment advice. Please read our terms of business before investing

How do I invest?

Online Applications – Click Apply Online and follow the onscreen instructions (this option is not available for ISA Transfers)

Email Applications – Print and complete our Appropriateness Assessment Form & Application and email this to admin@moneyworld.com

Please read about ID Verification & Payment Details

Postal Applications – Print and complete our Appropriateness Assessment Form & Application and post these along with any cheque’s to;

Moneyworld, 34 High Street, High Wycombe, Bucks, HP11 2AG.

Application Fee

Our fee is just 0.5%. This can be deducted from the investment or paid directly to us.

Important Plan Dates

Closing Date: Fully subscribed

ISA Transfer closing date: Fully subscribed

Important Documents

> Plan Brochure – Fixed Income Plan – March 2024

> Key Information Document

> Order brochure by post

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Is the Mariana Fixed Income Plan right for you?

This investment may be right for you if:

You have either received advice or a financial adviser has confirmed that this investment is appropriate for you.

You understand the risk associated with investing in this Plan (see page 14 of the brochure for more information).

You are able to make an informed decision based on the information provided in the Brochure and in the Key Information Document (KID).

You understand that the returns are pre-defined and that you will forgo any growth in  the Underlying which exceeds the returns defined in the Brochure.

You are comfortable that you are making an investment into a Plan that has a term of six years, two weeks.

You are comfortable that the Plan’s returns are linked to the performance of the  FTSE 100 Index, the Underlying.

You are comfortable that any Potential Return and the repayment of your Initial  Capital is dependent on the continuing solvency of the Counterparty.

You are comfortable that your capital is at risk and you could lose some and up to all  of your investment.

You are looking to invest in a Plan that offers a potential income payment and not a  growth payment.

You can afford to leave your money invested for the full term of the Plan.

You have other savings or investments that are easily accessible to cover  emergencies.

You understand how the Plan works.

You have at least £10,000 to invest.

You are comfortable with the fact that the Plan may mature early (kick out).

This investment may not be right for you if:

You have not received advice or a financial adviser has not confirmed that this investment is appropriate for you.

You do not understand the risk associated with investing in this Plan (see page 14 of the brochure for more information).

You are not able to make an informed decision based on the information provided in  the Brochure and in the Key Information Document (KID).

You do not understand that the returns are pre-defined and that you will forgo any  growth in the Underlying which exceeds the returns defined in the Brochure.

You are not comfortable that you are making an investment into a Plan that has a  term of six years, two weeks.

You are not comfortable that the Plan’s returns are linked to the performance of the  FTSE 100 Index, the Underlying.

You are not comfortable that any Potential Return and the repayment of your Initial  Capital is dependent on the continuing solvency of the Counterparty.

You are not comfortable that your capital is at risk and that you could lose some and  up to all of your investment.

You are looking to invest in a Plan that offers a growth payment and not an income  payment.

You cannot afford to leave your money invested for the full term of the Plan.

You do not have other savings or investments that are easily accessible to cover  emergencies.

You are unsure how the Plan works.

You do not have at least £10,000.

You are not comfortable with the fact that the Plan  may mature early (kick out).