NO LONGER AVAILABLE

 

Lehman Brothers Kick Out Performance Plan

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.

 

Download Brochure

Key Dates

Download ISA/Direct Application

Plan Closes: 26 September 2008

Download ISA/PEP Transfer Application

Last Transfers: 12 September 2008

  Order literature by post

The Kick-out Performance Plan offers you the chance to enjoy competitive returns, with little or no growth required.

• FTSE™ 100 Index Annual Kick Out Option

FTSE™ 100 and FTSE™ Semi-annual Kick Out Option

Annual Kick Out Option Semi-Annual Kick Out Option
14.0% potential fixed return every year the Plan is active (not compounded  6.0% potential fixed return every six months the Plan is active (not compounded).
Five chances for early maturity, if the Closing Level of the FTSE™ 100 Index is the same or higher than the Starting Index Level on any anniversary of the Plan. Eleven chances for early maturity, if the Closing Level of the FTSE™ 100 Index is the same or higher than the Starting Index Level on any six month anniversary of the Plan.
100% capital return* even if the Final Index Level is less than the Starting Index Level, provided the Closing Level of the FTSE™ 100 Index hasn’t fallen more than 50% from the Starting Index Level, on any day of the Investment Term.
However, if the FTSE™ 100 Index has fallen more than 50% from the Starting Index Level during the Investment Term, the amount of capital that Investors will lose will be 1% of their original capital investment for each 1% that the Final Index Level is below the Starting Index Level.

* Capital return as described only applies if you remain invested in the Plan until the end of the Investment Term. Early encashment (not including early maturity of the Plan) may result in a loss of capital.

Best discount on ISAs, Unit Trusts and OEICs