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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 Direct Investment/ISA Application |
Plan Closes: 07 May 2010 |
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| Download ISA Transfer Application |
Last Transfers: 23 April 2010 |
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| Download SIPP & SSAS Application | ||
| Download Trustee Application | ||
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Investment Options
The Protected
Portfolio Investment Plan is a six-year capital
protected investment linked to an equally weighted
portfolio of five actively managed funds. It offers 100%
protection and participation of 0.9 times any rise in
the performance of the portfolio.
Underlying Asset Fund(s) Equally weighted portfolio consisting of; Artemis Income Fund (Accumulation); Schroder UK Mid 250 Fund (Accumulation); Investec UK Special Situations Fund (Accumulation); Aviva Investors Property Trust (Accumulation); Invesco Perpetual Corporate Bond Fund (Accumulation) • Subject to CGT • 100% capital protection if held to maturity Investment Limits: Minimum £3,000. No maximum for direct investment, maximum of £7,200 for ISA. Availability: Direct Investment, ISA, ISA transfer, SIPP/SSAS, Trustees of a trust |
