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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. |
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Key Dates |
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| Download Direct Investment Application |
Plan Closes: 28 July 2008 |
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| Download Pension Trusts Application | ||
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Plan Details
The Cater Allen Selected UK Banking Plan provides an opportunity to participate in the potentially exciting returns from a product that reflects the performance of a basket of 4 of the UK’s leading banking shares over the next 5 years. The full investment term is 5 years, but the Plan has the potential for early maturity at the end of each of the first 4 years, paying a fixed payment equivalent to 13% p.a. (not compounded). Furthermore, the Plan provides 100% capital protection at maturity regardless of the performance of the Basket of Shares. • Unlimited growth potential if the Plan reaches final maturity after 5 years • 100% capital protection at maturity • 4 possibilities for early maturity with fixed payments equivalent to13%
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The minimum investment level is £10,000. The maximum
investment level is £1 million.
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