Walker Crips
Defensive Dual Index Plan 9

2.5% Discount
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

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.
 

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.

Where the performance of the FTSE™ 100 Index and S&P 500 Index has not activated a fixed capital growth payment, and the plan runs to the full six-year term, there will be a reduction in your capital returned if the closing level of either Index is below 50% of its Initial Index Level on the investment end date.

Your money will be invested in securities issued by Abbey National Treasury Services plc, a wholly owned subsidiary of Santander UK plc. If Santander UK plc were to fail, e.g. become insolvent, you could lose some or all of your investment and any return that may be due.

• Potential capital growth of 10% for each year of your investment

• Potential Kick-Out from year one

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

• Counterparty is Santander UK plc, which holds an ‘A’ credit rating from Standard & Poor’s, at the time of publication.

Invest from £5,000

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 will not need access to your Capital for six years.

• You would like to potentially receive growth from your Capital.

• You do not need income from your Capital.

• You want the potential for a defined return.

• You have a minimum of £5,000 to invest.

• You want your returns linked to stock market performance.

No, this Investment may not be suitable for me because:

• You are not prepared to accept any risk to your Capital.

• You do not have readily accessible spare cash for emergencies.

• You need income from your Capital over the next six years.

• You may need access to your capital before the Investment End Date in six years’ time.

• You want to add to your investment from time to time or at regular intervals.

• You do not want your returns linked to stock market performance.

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