Cater Allen
Enhanced Growth Plan 10

2.5% Discount

 

Key Dates

Download Brochure

Closing Date: 05 June 2012

Download Direct Investment & ISA Application

ISA Transfer closing date: 29 May 2012

Download Limited Company Application Order literature by post
Download Trust Application  
Download Life Company Application  

To gain a full understanding of this Plan it is important that you read the brochure carefully, including the Terms and Conditions. If you are unsure about anything, please seek financial advice to ensure the Plan suits your requirements and overall investment planning. Remember, the information in this brochure does not constitute tax, legal or investment advice and Moneyworld has given you no advice.  Please read our terms of business before proceeding.
 

Summary

The Enhanced Growth Plan 10 is a structured deposit which will return your Original Investment if it is held until maturity on 5 July 2018, and may provide an additional return if the FTSE 100 Index goes up over the term of the Plan. This is determined by comparing the Initial Index Level with the Final Index Level.

Please remember there is no guarantee that the FTSE 100 Index will rise or behave the way it has done in the past. If the FTSE 100 Index has stayed the same or fallen at maturity you will only get back your Original Investment.
 
Plan Term: 6 Years

Maximum Return at Maturity: Your Original Investment in full, plus an amount that reflects four times (400%) the percentage growth (subject to averaging) of the FTSE 100 Index over the term, up to a maximum 40% gross return (equivalent to 5.77% AER).

Minimum Deposit: £5,640

Availability: Suitable for direct, cash ISA, cash ISA transfer, SIPP, SSAS or Offshore Bond investment


Considerations for Investing

The Plan may be suitable for you if:

• You have at least the minimum amount as set out in the applicable Term Sheet to deposit in the Plan.

You do not need access to your money over the term of the Plan.

You want a Plan suitable for direct, cash ISA, cash ISA transfer, SIPP, SSAS or Offshore Bond investments.

The Plan may not be suitable for you if:

You are not looking for returns linked to the performance of the FTSE 100 Index.

You want a regular income.

You do not have any spare money for emergencies.

You may need immediate access to your money.

You want a known rate of return.

You want to add to your Plan on a regular basis.

You do not have at least the minimum amount as set out in the applicable Term Sheet to deposit in the Plan.
 

 

 

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