Barclays Defined Returns Plan

1.75% Discount for the 3 year plan
2.5% Discount for the 4 & 5 year plans

Applications must be posted to Moneyworld and arrive at least three days before the official closing date to guarantee delivery to the Investment Company before close of business.
If you apply online you will receive the discount automatically.

 
Apply Online (debit card required) Key Dates
3 Year Plan Plan Closes: 31 July 2008
4 Year Plan Last Transfers: 17 July 2008

5 Year Plan

 

Download Brochure

Order literature by post

Download Application

 

 
Plan Summary

• Option of three, four and five-year investment terms - or all three

Full capital repayment at the end of the chosen term. Plus

Five-year Option – A fixed 40% investment return*

Four-year Option – A fixed 30% investment return*

Three-year Option – A fixed 20.00% investment return*

• Returns taxed as capital gains, allowing you to utilise
future CGT allowances and to potentially receive the return
tax free

• Eligible for pension portfolio investment within a SIPP or SSAS

• Suitable for Corporate and Trustee investment

* If the FTSE® 100 Index at the maturity date is the same or higher than the starting level (Initial Index Level)

Best discount on ISAs, Unit Trusts and OEICs