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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. |
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Apply Online for:
3 Year Plan or 5 Year Plan |
Key Dates | |
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Plan Closes: 29 August 2008 |
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| Download Application |
Last Transfers: 15 August 2008 |
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| Order literature by post | ||
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Plan Summary
The Protected FTSE Plan is a simple way to benefit from the growth potential from equities. At the end of your selected investment term you receive a return linked to growth in the FTSE 100 Index though subject to a maximum amount, plus repayment of your original capital. You can sell this Plan before its maturity but, if you do, you might receive back less than you invested. • Three and five year options • Three-year option: 1.5 x any rise in the FTSE® 100 Index, subject to a maximum gross return of 27% • Five-year option: 1.5 x any rise in the FTSE® 100 Index, subject to a maximum gross return of 60% • Potential early maturity option after two and a half years (five-year option only) 30% • Repayment of your original capital at the end of the chosen term • Tax-efficient investment options including ISA and/or PEP transfers 2008/09 (five-year option only) • Eligible for pension portfolio investment within a SIPP or SSAS |
