Barclays Defined Returns Plan
(Annual Kick-Out Options) Aug '10 Edition

 

2.5% Discount

   
Download Brochure Key Dates
Download Application Plan Closes: 30 September 2010
Order literature by post ISA Transfer Deadline: 16 September 2010
 
Plan Summary

• Six Year Investment Term

• Two Investment Options;
 
• AKO 85 option: Pays a fixed return from the third anniversary date onwards where the Index is equal to or higher than 85% of its starting level. If this condition is met, the return is 8.1% multiplied by the number of years the Plan has been in force

• AKO 100 option: Pays a fixed return from the first anniversary date where the Index is equal to or higher than the starting level. If this condition is met, the return is 9.1% multiplied by the number of years the Plan has been in force

• Full repayment of investors’ capital, unless the FTSE 100 is more than 50% below its starting level at maturity – in which case both capital and the return will reduce 1:1 with the Index (see brochure for details concerning the risks)

• Invests in assets issued by Barclays Bank PLC – Rated AA- by Standard & Poor’s and Aa3 by Moody's.

• Eligible for ISA investment including transfers

• Eligible in most cases for pension portfolio investment within a SIPP or SSAS investment

• Suitable for Corporates, Trusts and Charities investment

• Early withdrawal is possible but may result in a capital loss

• Minimum Investment of £5,100

Best discount on ISAs, Unit Trusts and OEICs