Barclays Protected FTSE Plan Nov '08


1.75% Discount (3 Year Plan)

Apply Online - 3 Year Option (Debit card required) 


2.50% Discount (5 Year Plan)

Apply Online - 5 Year Option (Debit card required)


Applications must be posted to Moneyworld and arrive at least three days before the official closing date to guarantee delivery to the Investment Company before close of business.
If you apply online you will receive the discount automatically.


 


Key Dates

Download Brochure

Plan Closes: 09 January 2009

Download Application Last Transfers: 15 December 2008
  Order literature by post
 
Plan Summary

The Protected FTSE Plan is a simple way to benefit from the growth potential from equities. At the end of your selected investment term you receive a return linked to growth in the FTSE 100 Index though subject to a maximum amount, plus repayment of your original capital.

You can sell this Plan before its maturity but, if you do, you might receive back less than you invested.

• Three and five year options

• Three-year option: 1.25 x any rise in the FTSE® 100 Index, subject to a maximum gross return of 25% 

• Five-year option: 2.5 x any rise in the FTSE® 100 Index, subject to a maximum gross return of 50% 

• Potential early maturity option after two and a half years (five-year option only) of 25% if the Index is 25% or more above the Initial Index Level 

• Repayment of your original capital at the end of the chosen term if held to maturity

• Tax-efficient investment options including ISA and/or PEP transfers 2008/09 (five-year option only)

• Eligible for pension portfolio investment within a SIPP or SSAS
 

Best discount on ISAs, Unit Trusts and OEICs