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Is this
product
right for you? |
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Yes,
I am happy to invest because:
I want to know my original money is
protected provided that I leave it 6 years
I know I can expect a minimum fixed return
I want the potential
to earn an
additional return
should the FTSEฎ 100
perform well
I am unlikely to need access to my
money over the next 6years
I want the
option to invest and receive tax free returns on my money through an
ISA
I have a minimum of ฃ3,000 to invest |
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No ,
this Account probably isnt right for me
because:
I will probably need access to some of my money during the
six-year period
If I need to sell the investment early, I cannot risk getting back
less than I invested
I want a regular income from my money.
I am a regular saver
and I prefer to be able to add to my investments from time to time.
I
dont have enough spare money to cover any unexpected emergencies
I dont
want to risk getting back less than I would have done if I had invested in an
ordinary deposit account. |
RISKS
Your circumstances could change, forcing you to sell your Plan
investments early. If this happens, you may get back less than the
amount you originally invested.
The levels and bases of taxation and reliefs from taxation can
change at any time. The value of any tax reliefs depend on
individual circumstances. The favourable tax treatment of ISAs and
PEPs may not be maintained in the future.
Consideration given prior to making a transfer of existing
investments should include the exit and associated charges of
transferring your existing investments and the potential for loss of
income or growth whilst the transfer is pending. Applications to
transfer existing ISAs and /or PEPs must be received by Woolwich
Plan Managers before the closing date for transfers. If this date is
missed, it may not be possible to re-instate your plan with the
previous account manager.
Past performance should not be seen as an indication of future
performance.
Careful consideration should be given to the benefits and risks of
this Plan and its suitability to your own personal circumstances and
attitude to risk. We would recommend that you take professional
advice before investing.
Please refer to the Brochure and the Terms & Conditions for full
details.
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