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Application forms must be posted to Moneyworld or you will not get the
discount. |
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| Key Dates | ||
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Plan Closes: 30 June 2008 |
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| Download Application |
Last Transfers: 16 June 2008 |
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| Download SIPP/SASS Application |
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| Order literature by post | ||
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Plan Summary
The Minimum Return Plan is a six-year plan designed for those clients who want a fixed return and to know that their initial investment will be repaid at the end of the term. This also offers the chance to earn an additional return from the growth potential of the FTSE 100 Index. • Repayment of your original capital at the end of the chosen term irrespective of the FTSE 100 Index level. • A fixed return of 24% (equivalent to a rate of 3.65% per annum when paid and compounded annually over the term) gross at maturity. • An additional potential bonus return
of between 6.0% and 18.0% if at maturity, the FTSE 100
Index is between 134% and 154% of its starting level. Investment Options Summary • Outside an ISA, direct investment (minimum £3,600 up to £500,000). This is available for both individual and joint applications. • Stocks and Shares ISA investment (minimum of £3,600 up to £7,200). This is only available on an individual basis. • ISA transfers (minimum £3,600 up to £500,000). If you have investments already held within ISAs, you can apply to your existing ISA manager to have the proceeds of these transferred (either in full or in part) into the selected plan without losing the tax efficient status of your ISA. • Self Invested Personal Pensions (SIPP) and Small Self Administered Scheme (SSAS) pension arrangements (minimum £3,600 up to £500,000). However you should seek advice as to whether the specific terms of your arrangement permit investments of this type. |
