Barclays Defined Returns Plan

1.75% Discount for the 3 year plan
2.5% Discount for the 4 & 5 year plans

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
3 Year Plan Plan Closes: 30 September 2008
4 Year Plan Last Transfers: 17 September 2008

5 Year Plan

 

Download Brochure

Order literature by post

Download Application

 

 
Plan Summary

• Option of three, four and five-year investment terms - or all three

Full capital repayment at the end of the chosen term. Plus

Five-year Option – A fixed 48% investment return*

Four-year Option – A fixed 36% investment return*

Three-year Option – A fixed 24.00% investment return*

• Returns taxed as capital gains, allowing you to utilise future CGT allowances and to potentially receive the return  tax free

• Eligible for pension portfolio investment within a SIPP or SSAS

• Suitable for Corporate and Trustee investment

* 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