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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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Key Dates |
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| Download Direct Investment & ISA Application |
Plan Closes: 29 August 2008 |
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| Download ISA Transfer Application |
Last Transfers: 08 August 2008 |
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| FSA 'Capital at Risk Product' Brochure |
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Plan Summary
The Plan allows investors to benefit from the predicted limited growth in the FTSE™ 100 Index in the short to medium term by gearing growth PLUS substantial capital protection linked to the performance of the FTSE™ 100 Index. The Plan offers 10 times any growth in the FTSE™ 100 Index over 6 years to a maximum return of 95%. Besides the potential for achieving geared returns, the Plan provides a full repayment of your original investment unless the FTSE™ 100 Index falls by 50% or more of its Start Index Level at any time and fails to recover to at least its Start Index Level by the end of the 6 year investment term. Under these circumstances, capital will be reduced by 1% for each 1% the Final Index Level is below its Start Index Level.
• 50% capital protection barrier.
• 6 year investment.
• Tax efficient – growth is taxed as capital gains.
• Early investment bonus of 4% p.a. gross interest until
10 September 2008.
• No initial charges – 100% allocation.
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