| Download Brochure | Key Dates |
| Download ISA & Direct Investment Application | Plan Closes: 15 June 2012 |
| Download ISA Transfer Form | Stocks & Shares ISA Transfers 18 May 2012 |
| Download SIPP/SSAS Application | Cash ISA Transfers: 01 June 2012 |
| Download Trust & Companies Application | Order literature by post |
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To gain a full understanding of this Plan it is
important that you read the brochure carefully, including the Terms and
Conditions. If you are unsure about anything, please seek financial advice to
ensure the Plan suits your requirements and overall investment planning.
Remember, the information in this brochure does not constitute tax, legal or
investment advice and Moneyworld has given you no advice. Please read our
terms of
business before proceeding. |
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Defensive Dual Index Plan Summary When you invest in the Defensive Dual Index Plan, you may receive capital growth of 10% for each year of your investment depending on the performance of the FTSE™ 100 Index and the S&P 500 Index. Your investment has the potential to
mature (kick-out) and pay back your initial capital plus
a defined capital growth amount on one of six
anniversary dates. The Plan includes a defensive feature
whereby the required kick-out level reduces to 50% on
the Investment End Date, thereby increasing the
potential of kick-out at the end of the investment. • Potential capital growth of 10% for
each year of your investment Considerations for investing in the Defensive Dual Index Plan Yes, I am interested in this Investment because:
• You are
prepared to lose some or all of your Capital. • You are not prepared to accept any risk to your
Capital.
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