Dual Index Plan 3

2.5% Discount

If applying for this product we will require Identification documents to accompany your application, if you are unsure as to what documents to send please call us on 0800 118 5115

 

Download Brochure

Key Dates

Download Direct Investment Application

Plan Closes: 10 September 2010

Download SIPP/SSAS Application

Last ISA Transfers: 18 August 2010

Download ISA Transfer Application Order literature by post
 
 
Plan Summary

Capital growth is dependent on the performance of the FTSE™ 100 Index and the S&P 500 Index between the start date of the investment and one of six anniversary dates. If, on any anniversary, both the FTSE™ 100 Index and the S&P 500 Index are at the same level or higher than their initial levels, the Plan will close and provide you with 15% capital growth for each year of your investment.

Where the Plan has not matured early there will be a reduction in your capital returned, if one or both of the Indices have fallen below 50% of their initial levels during the investment term and both have not recovered back to the same level, or higher, by the end of the six-year investment term. See page 6 of the brochure for a further explanation of this risk.
 
Plan overview

Potential capital growth of 15% for each year of your investment

• Potential early maturity after one, two, three, four or five years

• Capital is at risk, you could lose some or all of your initial investment

• Securities issued by Morgan Stanley, which has a 'A' credit rating from Standard & Poor’s

• Invest from £5,000 to £1,000,000

Best discount on ISAs, Unit Trusts and OEICs