At a glance
A six year 3 week investment, maturing on 18 June 2014
Early maturity triggered if all three indices are at
least equal to their
starting levels on any anniversary
If triggered, Plan will pay full capital return plus 19%
for each year the Plan
has run to a maximum 114% if triggered at the end of 6th
Plan year
Full capital return on 18 June 2014 if early maturity is
not triggered and all
3 indices finish at or above 50% of their respective
starting levels maturity
If not capital would be reduced by 1% for each 1% that
the lowest
performing index has fallen
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
PEP and ISA transfers minimum investment is £3,600
