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Application forms must be posted to Moneyworld or you will not get the discount. |
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Key Dates |
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| Download Investment Guide & Terms |
Plan Closes: 06 October 2010 |
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| Download Direct Investment Application |
Last Transfers: 18 September 2010 |
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| Download 2010/11 ISA Application | Order literature by post | |
| Download ISA Transfer Application | ||
| Download SIPP/SSAS Application | ||
| Download Company Application | ||
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Plan Details This product has three Investment Options each linked to the performance of the FTSE® 100 Index and the S&P 500® Index. Each option has a different Reference Level required to achieve a Kick Out Event. A Kick Out Event occurs if the value of both the FTSE® 100 and the S&P 500® Indices are equal to or greater than the relevant Reference Level on any Annual Observation Date. If this happens then the product closes, the Growth Payment is paid and the Investment Capital is returned in full subject to Counterparty/Credit Risk. The Reference Level is the minimum Closing Value of both the FTSE® 100 Index and the S&P 500® Index required on each anniversary of the Start Date for the Kick Out Event to happen: • The Reference Level for Option 1 is the Start Value of both the FTSE® 100 Index and the S&P 500® Index. • The Reference Level for Option 2 is 95% of the Start Value of both the FTSE® 100 Index and the S&P 500® Index • The Reference Level for Option 3 is 90% of the Start Value of both the FTSE® 100 Index and the S&P 500® Index A 50% Soft Capital Protection barrier with American options (daily observations of Closing Values) protects the Investment Capital so long as the FTSE® 100 Index and the S&P 500® Index remain above 50% of its Start Value.
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