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Application forms must be posted to Moneyworld or you will not get the discount. If you apply online you will receive the discount automatically. Order literature by post |
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| Key Dates | ||
| Download Application | Plan Closes: 24 April 2008 | |
| Download SIPP/SASS Application | Last Transfers: 10 April 2008 | |
| FSA 'Capital at Risk Product' Brochure | ||
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Plan Overview
The investment objective of the Plan is to provide an annual or monthly income or growth with the capital return at maturity linked to the performance of the FTSE™ 100 Index and the Dow Jones EURO STOXX® 50 Index. The full Investment Term is 5 years. You should not invest if you need access to your fund during this period. Please refer to page 4 of the brochure for full details. A choice of 8.25% annual income or 0.66% monthly income or 45% growth on your initial capital investment. If the Final Index Level of both indices is the same or higher than the corresponding Starting Index Level the Plan will repay at maturity the original capital invested. If the Final Index Level of either or both indices is less than the corresponding Starting Index Level then your original capital investment will be repaid unless: – at any time during the Investment Term the intra-day level (not restricted to the closing level of the indices) of either or both of the indices falls by more than 50% from its Starting Index Level; and – the Final Index Level of the Worst Performing Index is below its corresponding Starting Index Level, in which case you will also lose some or all of your initial capital investment. – The amount of capital that you will lose will be 1% of your original capital investment for each 1% that the Final Index Level of the Worst Performing Index is below its corresponding Starting Index Level. Where the difference results in a fraction of 1% the fraction will be applied. |
