Barclays Defined Returns Plan
(Annual Kick-Out Option) Oct '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.
If you apply online you will receive the discount automatically.

 
Apply Online (debit card required) Key Dates
Download Brochure Plan Closes: 28 November 2008
Download Application Last Transfers: 14 November 2008

Download FSA 'Capital at Risk' Factsheet

Order literature by post
 
Plan Summary

• A return equal to 10% for each year the Plan is in force*

• Automatic maturity each year if the Index is the same or higher than the starting level

• Full capital repayment on an automatic maturity. If there is no automatic maturity, capital will still be repaid in full unless the Index falls by more than 50% and fails to recover

• Tax-efficient ISA investment options for 2008/2009 including ISA and/or PEP transfers

• Potential Capital Gains Tax exemption for further tax-free returns on capital invested outside of an ISA

• Eligible for pension portfolio investment within a SIPP or SSAS

• Suitable for Corporate and Trustee investment

Investors receive back all of their original investment unless the index falls by 50% and fails to recover to its initial level by maturity, in which case capital is lost 1:1 with the index.

* If the FTSE® 100 Index at the maturity date is the same or higher than the starting level (Initial Index Level)

Best discount on ISAs, Unit Trusts and OEICs