THIS PLAN HAS NOW CLOSED

 

FTSE Returns Plan - July '10 Edition

2.5% Discount

 
Click here to Apply online Key Dates
Download Brochure Plan Closes: 31 August 2010
Download Application ISA Transfer Deadline: 17 August 2010

 

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Plan Summary

• Six year Investment Term

• Potential return equals 2 times the first 22.5% rise in the Index up to a maximum return of 45%

• Lock-in opportunity - if FTSE 100 Index is up 15% after 24 months, a minimum return of 15% will be locked in; and if the Index is up 30% after 48 months, a minimum return of 30% will be locked in and paid at maturity

• Twin averaging feature to help off-set market timing risk (see brochure for more details)

• Full repayment of the capital invested at maturity – irrespective of Index performance

• Invests in assets issued by Barclays Bank PLC – Rated AA- by Standard & Poor’s and Aa3 by Moody's.

• Investment is eligible for ISA investment including transfers

• Eligible in most cases for pension portfolio investment within a SIPP or SSAS investment

• Suitable for Corporates, Trusts and Charities investment

• Early withdrawal is possible but clients may get back less than they invested

Best discount on ISAs, Unit Trusts and OEICs