Big Discounts on Scottish Widows Capital Protected Fund.

Scottish Widows
Capital Protected Fund 21

2.5% Discount

Key Dates

Download Brochure
Closing Date: 24 May 2012

Download Important Notes for Applications
Order literature by post

Download OEIC/Trustee Application

Download 2011/12 ISA Application

Download 2012/13 ISA 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

• Cash Investment Period – Thursday 26 January 2012 to Thursday 24 May 2012

• Derivative Date – Tuesday 12 June 2012

• Growth Potential Period – Tuesday 12 June 2012 to Thursday 24 May 2018

• Protection Date – Friday 25 May 2018

• Participation Rate – 100%

• Index – FTSE 100 Index (Please note that the Fund doesn’t mirror the rises and falls of the FTSE 100 Index)

• Initial Charge – 7.85%

• 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 47% of the Capital Protected Value. This capped rate is the equivalent to a maximum return of 6.63% pa before tax over the Growth Potential Period.

Important Notes

• Shares in the fund are only available for a limited period. Scottish Widows may have to stop offering the shares before the end of the Cash Investment Period if the total sales limit is reached or at the discretion of the ACD provided that existing shareholders are not materially prejudiced as a result.

• If the overall total investment into the fund is not a viable size, your shares will be sold and Scottish Widows will send you the proceeds of your investment rather than move the cash type investments to Derivatives.