|
|
Key Dates |
| Download Brochure |
Closing Date: 25 May 2012 |
| Download Direct Investment & ISA Application |
ISA Transfer closing date: 11 May 2012 |
| Download ISA Transfer Application | Order literature by post |
| Download SIPP/SSAS Application |
Summary
The Plan is designed to repay your initial deposit and to deliver a return if the FTSE 100 or EVEN 30™ increases over the Plan Term. In order to give you more choice Investec offer two options for this Plan; returns linked to either the FTSE 100 or the EVEN 30™. • Option 1: 105% of any rise in the FTSE 100 after 5 years. • Option 2: 150% of any rise in the EVEN 30™ after 5 years. For both options, if after 5 years the Underlying Index is equal to or lower than its starting level you will receive back your initial deposit with no return. For further details on how Investec calculate your returns, which includes the use of averaging, please see ‘How does the Plan work?’ on page 7 of the plan brochure. Considerations for Investing If the following statements apply then an investment in the plan may be appropriate: • You want a full return of your initial deposit at maturity • You are looking for an investment linked to the performance of stock markets • You do not need access to your money over the next 5 years • You want a tax-efficient investment using your ISA allowance or via a SIPP/SSAS • You have a minimum of £3,000 to invest If the following statements apply then an investment in the plan may not be appropriate: • You want a regular income and dividends • You may need immediate access to your money before maturity • You cannot commit to the full 5 year Plan Term • You want a guaranteed return on your deposit • You want to add to your deposit on a regular basis • You do not want to have money held in a UK onshore asset that is subject to UK tax rules  |
