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Key Dates |
| Download Brochure |
Closing Date: 25 May 2012 |
| Download Direct Investment & ISA Application |
ISA Transfer closing date: 11 May 2012 |
| Download ISA Transfer Application | Order literature by post |
| Download SIPP/SSAS Application |
Summary
The Plan is designed to increase your investment in line with FTSE 100 growth. It will aim to provide 250% of any rise in the FTSE 100 after 5 years with no upper limit on the maximum return. The Plan also aims to return your initial investment at the end of the Plan Term. However, if the FTSE 100 has fallen after 5 years, your initial investment will be reduced by 1% for every 1% fall. For further details on how Investec calculate returns, please see ‘How does the Plan work?’ on page 6 of the plan brochure. Considerations for Investing If the following statements apply then an investment in the plan may be appropriate: • You are prepared to risk losing some or all of your initial Plan investment • You are looking for an investment linked to the performance of stock markets • You do not need access to your money over the next 5 years • You want a tax-efficient investment using your ISA allowance or via a SIPP/SSAS • You have a minimum of £3,000 to invest If the following statements apply then an investment in the plan may not be appropriate: • You want a regular income and dividends • You may need immediate access to your money before maturity • You cannot commit to the full Investment Term • You want a known guaranteed rate of return • You want to add to your investment on a regular basis • You do not want to invest in a UK onshore asset that is subject to UK tax rules  |
