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Application forms must be posted to Moneyworld or you will not get the discount. |
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Key Dates |
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| Download Brochure & Application |
Plan Closes: 17 June 2008 |
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| Order literature by post | ||
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Plan
Details:
• Four-year cliquet product linked to the FTSE-100. • It offers capital protection and a minimum return of 12%. The product term is divided into sixteen three-month time periods in which a maximum of 2.5% growth or a minimum of a 2.5% fall is recorded. At the end of the term the you receives the sum of the recordings subject to the 12% minimum and a maximum return of 40%. • You receive the full return of capital plus the 12% minimum return regardless of FTSE-100 performance. Any further returns above this 12% level are dependent on index performance and subject to a cap on total return of 40%. • The product term is divided into sixteen three-month periods. Index performance for each quarter period is calculated as the percentage difference between the initial value (at the start of the relevant six-month period) and the final value of the period. The final value for each period is the average of the daily closings of the index over the last month of each quarter. Each quarter period index performance is limited to a 2.5% increase or a 2.5% decrease. • At the end of the product term the recorded levels of index performance for all sixteen three-month periods are added together. If the sum is less than 12% you receive a 12% minimum return (plus full capital). If the final return is more than 12%, you receive a return equal to that level calculated subject to a 40% maximum. Investment Limits: Minimum £2,000. Maximum £500,000 for direct investment and £3,600 for Cash ISAs.
Availability:
Direct Investment,
Cash ISA, Cash ISA transfer, TOISA transfer
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