At a glance
A six year 3 week investment, maturing on 10 October
2014
Early maturity triggered if the index is at least
equal to its starting level on any anniversary
If triggered, Plan will pay full capital return plus 11%
for each year the Plan has run to a maximum 66% if triggered at the
end of 6th Plan year
If a growth payment is not triggered the plan will pay a
full return of capital at maturity plus the rise in the Retail Price
Index as long as the FTSE 100 index has not fallen by more than 50%
from its Starting Level during the investment term
If the index has fallen by more than 50%, capital would
be reduced by 1% for each 1% that the Final Index Level is below the
Initial Level
Plan Availability
An ISA for the tax year
2008/2009 Stocks & Shares ISA (£3,600 to £7,200)
A direct investment for individuals, companies,
pension funds, charities and trusts. The minimum
investment is £3,600
ISA transfers minimum investment is £3,600
