Plan Summary

The Super Tracker Plan is a five-year investment where returns are linked to the performance of the FTSE 100 Index (the ‘Index’) during the term. It is designed to be held for the full five-year term and at maturity to give you a return equal to 6% for every 1% rise in the Index, up to a maximum return of 75%. As a consequence, the Index only needs to rise by 12.5% to produce the maximum return.

• 6x any rise in this index, up to a maximum of 75%

• 100% return of capital unless the Index falls by more than 50% during the term and fails to recover

• Tax-efficient ISA options for 2007/08 and 2008/09 including ISA and/or PEP transfers

• Use your remaining capital gains tax allowance for further tax-free returns on capital invested outside of an ISA

• Eligible for pension portfolio investment within a SIPP or SSAS

• Suitable for Corporate and Trustee investment

Investment Options Summary

• Outside an ISA, direct investment (minimum £3,600 up to £500,000) is available for both individual and joint applications.

• Stocks and Shares ISA investment (maximum of £7,200) 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 taxefficient 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.