|
|
Key Dates |
| Download Brochure |
Closing Date: 27 April 2012 |
| Download Direct Investment Application |
ISA Transfer closing date: 28 March 2012 |
| Download ISA Application 2011/12 | Order literature by post |
| Download ISA Application 2011/12 | |
| Download ISA Transfer Application |
Summary
• Attractive return - defined return equivalent to 9% p.a. (not compounded) • Managing risk for your clients - six counterparties, all with a credit rating of at least A from S&P* as at 15 February, providing diversified credit exposure and reducing concentration • Short to medium term investment - Fund has potential to pay out from first anniversary onwards • Market protection - provides protection against falls of up to 50% of the FTSE® 100 Index • Authorised fund - benefiting from expert fund management • Investment choice - eligible for an ISA, SIPP, SSAS and Offshore Bonds • Dependent upon the performance of the FTSE® 100 Index, the Fund aims to provide a defined return at maturity or if the Fund matures early. The Fund also aims to provide protection against a fall in the FTSE® 100 Index unless the Index falls by more than 50% from its initial level at any time during the Growth Potential Period. *Abbey National Treasury Services Plc does not have a Standard & Poor's rating but it is guaranteed by Santander UK Plc which was rated 'A+' as at 15 February 2012. Considerations for Investing If the following statements apply then an investment in the plan may be appropriate: • Are looking for potential growth on your investment and are able to accept the risk of losing a substantial proportion of your initial investment at maturity • Are able to hold your investment for the full investment term, but are also comfortable that the Fund might mature early • Want an investment dependent on the performance of the FTSE® 100 Index • Want your initial investment to have some degree of protection against falls of up to 50% in the FTSE® 100 Index • Have a lump sum of £1,000 or more to invest directly or £500 or more to invest in a Stocks & Shares ISA. If the following statements apply then an investment in this plan may not be appropriate: • Are likely to need access to your investment during the investment term, or in the case of an emergency, and cannot risk getting back less than initially invested • Want a regular income from your investment, or want to add to your investment over the term • Do not accept that your potential for investment growth may be restricted • Are not able to accept a potential loss on your initial investment • Want to invest directly in the stockmarket • Do not want to invest without knowing the level of the FTSE® 100 Index, which is used to calculate any return.  |
