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Plan Summary
The FTSE® Growth Plan is a 5 year Plan that provides the
possibility of growth on your money. Whether or not you receive
any growth is dependent on the performance of the FTSE® 100
Index. This growth is in the form of a specified bonus and does not reflect the actual growth of the FTSE® 100 Index.
Your money is not guaranteed to grow and there is a chance that
you may lose some or all of your money.
What does the FTSE® Growth Plan offer?
This Plan offers a bonus of 50% on your initial investment as
long as the final level of the FTSE® 100 Index at the end of the
5 years is equal to or higher than its starting index level.
Full details of how the Plan works can be found on page 7 of the
plan brochure,
however there is an example of possible returns below
|
Percentage change in final FTSE® 100 Index level |
Bonus payment |
The amount of your original investment returned to you
|
Total amount you get back at the end of 5 years |
|
+ 1% or more |
£5,000 |
£10,000 |
£15,000 |
|
0% |
£5,000 |
£10,000 |
£15,000 |
|
-1% to -49% |
£0 |
£10,000 |
£10,000 |
|
-50% |
£0 |
£5,000 |
£5,000 |
|
-70% |
£0 |
£3,000 |
£3,000 |
|
-100% |
£0 |
£0 |
£0 |
The above table only applies if you hold your investment for the
full 5½ years. If you sell your investment before the end of the
5 year term, you could get back substantially less than you
originally invested.
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