NDF Growth Kick Out Plan - Dec '08

2.5% Discount

Applications must be posted to Moneyworld and arrive at least three days before the official closing date to guarantee delivery to the Investment Company before close of business.

 

Download Brochure & Application

Key Dates

Download SIPP/SASS Application

Plan Closes: 06 February 2009

FSA 'Capital at Risk Product' Brochure

Last Transfers: 23 January 2009

  Order literature by post
Plan Overview

The investment objective of the Plan is to provide a return of capital plus growth. Although the Plan may mature early, the full Investment Term is 6 years. You should not invest if you need access to your money during this period. Early maturity will occur if on 22 February 2010 or 21 February 2011 or 20 February 2012 or 20 February 2013 or 20 February 2014 the Closing Index Level is the same or higher than the Starting Index Level. In the event of early maturity after 1, 2, 3, 4 or 5 years the Plan will provide growth equivalent to 15% each year on your initial capital investment (growth is not compounded). Please refer to pages 4 & 5 of the brochure for full details.

Capital protection and the payment of growth are dependent on the ongoing solvency of the
financial institution issuing the preference shares within the Plan.

Where the Plan runs the full 6 Year Term:
 
If the Final Index Level is the same or higher than the Starting Index Level

FULL CAPITAL REPAYMENT

Plus

15.00% Growth each year on your Initial Capital Investment
(growth not compounded)

OR

If the Final Index Level is less than the Starting Index Level


• No growth will be achieved but your original capital investment will be repaid unless:


at any time during the Investment Term the closing level of the Index falls by 50% or more from its 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 is below the Starting Index Level. Where the difference results in a fraction of 1% the fraction will be applied.

Best discount on ISAs, Unit Trusts and OEICs