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Key Dates |
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| Download Details of Terms & Key Features |
Plan Closes: 15 September 2010 |
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| Download OEIC/Trustee Application Form |
*Please call 0800 118 5115 to check availability before applying. |
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| Download ISA Application Form | Order literature by post | |
| Important Notes for Applications | ||
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Plan Overview
• Cash Investment Period – 21 May 2010 to 15 September 2010 • Derivative Date – 29 September 2010 • Growth Potential Period – 29 September 2010 to 12 September 2016 • Protection Date – 13 September 2016 • Participation Rate – 150% • Index – FTSE 100 Index • Initial Charge – 7.65% • Averaging – the average of the closing levels of the FTSE 100 Index on UK stockmarket trading days over the last 12 months of the Growth Potential Period • Cap – any amount payable in addition to the Capital Protected Value is subject to a maximum of 42% of the Capital Protected Value. Investment amounts and sales limits: • Minimum investment amount – £3,000, or £1000 via and ISA • Maximum investment amount – £250,000 directly into the Fund and up to £10,200 via a stocks and shares ISA. This means you can currently invest up to £10,200 in the 2010/2011 tax year. |
