Keydata Dynamic Growth Plan Plus 12

2.5% Discount

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.

 

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Key Dates

Download Direct Investment & ISA Application

Plan Closes: 05 December 2008

Download ISA Transfer Application

Last Transfers: 14 November 2008

FSA 'Capital at Risk Product' Brochure

 

 

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Plan Summary

Keydata's Dynamic Growth Plan Plus (DGPP) Issue 12 enables clients to remain invested with exposure to equity markets by providing a level of capital protection linked with geared participation in the FTSEŽ 100 Index.

Both investment options provide geared returns in the FTSEŽ 100 Index over a 6 year term with different levels of protection:

Option 1 provides 100% Capital Protection and will return investors' capital in full at the end of the 6 year term. 

Option 2 provides a 50% Capital Protection barrier which provides full repayment of the original investment unless the FTSEŽ 100 Index falls by 50% or more of its starting level at any time during the plan and fails to recover by the end investment term. Under these circumstances, capital will be reduced by 1% for each 1% the index has fallen. 
 

Benefits at a glance

OPTION 1: 5 TIMES any rise in FTSEŽ 100 Index subject to a maximum investment growth of 52.50% with 100% capital protection. 


OPTION 2: 10 TIMES any rise in FTSEŽ 100 Index subject to a maximum investment growth of 87% with 50% capital protection barrier
 
Growth is taxed as capital gains
 
• Early investment bonus of 4% p.a. gross interest until 17 December 2008 
 
• 100% allocation of investment capital
 
• Capital security provided by Notes issued by Barclays Bank PLC. Barclays Bank PLC is rated AA’ (as at 10 October 2008), by Standard & Poor’s and has remained unchanged since 1994
 

Best discount on ISAs, Unit Trusts and OEICs